- Digital Engineering
- Fintech / WealthTech
KeepItSaved
A Digital Solution for Life’s Most Important Documents
Client Success Story
They didn’t just want to build a product—they wanted to build a business. Their idea was deeply personal and socially relevant:
“Let’s make end-of-life planning easy, secure, and accessible—especially for people who may not be tech-savvy.”
They envisioned a personal digital vault where users could securely store everything from bank account info and wills to social media credentials and even utility bills. Something simple. Something secure. Something that felt safe to use
Industry
Fintech / WealthTech
Technology Stack
- Angular
- HTML
- SCSS
- C#
- Javascript
- Jquery
- Micro Services
- Rest API
- SQL Server 2017
- MangoDB
- Redis Cache
- Symmetry tax
- Kota pay
- Quick Books
- Azure DevOps
- TFS
Key Success Points
- The platform consolidated essential personal records into a secure, digital vault.
- The content was auto organized into personalized sections (e.g., bank accounts, social media, utility bills) for ease of use.
- The PIN-protected vault areas served both functional and emotional trust-building purposes.
- Trusted family access with granular permission controls supported collaborative planning.
- Multi-tier membership options offered flexibility for free and premium users. · Web and mobile access ensured broad usability across different age groups.
Problem
The Keep It Saved concept was as emotional as it was technical. It required a design that felt private and trustworthy while remaining simple enough for older users managing their legacies. Every feature had to be encrypted, elegantly organized, and visually reassuring. Even design and marketing elements such as PIN-restricted sections and vault-style visuals were chosen to inspire confidence and comfort during an inherently sensitive planning process.
The Solution
The client had a high-level wireframe and clear vision. Aezion partnered closely with its team to build this into a viable MVP. We reviewed the content, thoughtfully organized it into intuitive, pre-defined sections for managing everything from financial records to social logins easily. Throughout the process, we remained aligned to our guiding principle: Keep It Secure, Keep It Simple.
The final product we built had a fully encrypted, cross-platform Web and Mobile experience. The key features we addressed include secure document storage, trusted family access with custom permissions, PIN-protected vault sections, and flexible pricing tiers, followed by a phased rollout. In Phase 1, we introduced a free single-section vault, and within Phase 2, we added expanded vault features and premium upgrades. Thanks to a collaborative and agile workflow, development remained smooth with minimal rework.
The Result
Keep It Saved was successfully launched and is now helping individuals confidently manage their digital legacy. From secure information storage to shared family access, the platform is making a meaningful impact by offering structure, simplicity, and peace of mind during life’s most delicate moments.
User adoption continues to grow as trust in the platform deepens. Through thoughtful collaboration and disciplined execution, Aezion helped transform a visionary concept into
a real, revenue-generating business. As Founder George put it, “Aezion didn’t just build our app, they helped us build an entire company.”