Continuity helps you organize the critical financial, insurance, and legacy information your family may need — and securely share it with the people you trust when it matters.
The problem
Your financial life can span multiple banks, investments, insurance policies, loans, properties, documents and digital accounts. But when something unexpected happens, the people who depend on you may not know what exists, where it is, or what to do next.
Multiple accounts can mean multiple places to look.
Savings, current accounts, deposits and other banking relationships may be spread across institutions.
Investments can exist across different platforms.
Stocks, mutual funds, demat accounts and other investments may not be visible in one place.
Important policies can be difficult to find when they're needed.
Health, life and other insurance information may sit in documents, emails or separate accounts.
Not every financial obligation is obvious to the family.
Loans, EMIs, credit cards and other liabilities can become difficult to track.
Critical documents may be stored in different places.
Property papers, policies, agreements, tax records and other documents can be scattered.
Digital assets can be easy to overlook.
Online accounts, digital assets and other important information may remain unknown to loved ones.
The problem isn't necessarily that your information doesn't exist. It's that the people who may need it might not know that it exists, where to find it, or how to access it when you're unavailable.
Banks, brokers, insurers, documents and digital platforms each hold pieces of the bigger picture.
Without a structured record, important accounts, policies, liabilities or assets can be overlooked.
When something unexpected happens, finding the right information can become stressful and time-consuming.
Continuity is designed to help you organize the information that matters and decide who can access it when it matters most.
How it works
Continuity helps you organize the information that matters, decide who can access it, and keep it secure — all in a few simple steps.
STEP 1
Add your financial, legal, and personal information in one secure place.
STEP 2
Select the family members or trusted individuals who can request access.
STEP 3
Decide what information can be shared and under what circumstances.
STEP 4
Your chosen guardians can access the right information when it matters most.
Features
Continuity gives you the tools to organize, protect and share your most important information — so your loved ones can access it when it matters most.
Store your financial, legal and personal details in one secure place.
Select family members or trusted individuals who can request access to your information.
Decide what can be shared, with whom, and under what circumstances.
Your information is protected with strong encryption and industry best practices.
Your chosen guardians can access the right information when it's needed.
Easily review and update your information as your life changes.
Guardians & Access
Choose trusted people to act as your Guardians and decide what information they can access, under what circumstances. You remain in control, always.
Organize your financial, legal and personal information in one secure place.
Choose family members or trusted individuals to act as Guardians.
FinancialGuardian
MedicalGuardian
LegacyGuardian
Your Guardians can access the right information when it’s needed, based on your rules.
Set different permissions for different Guardians, based on their role and your preferences.
Access to financial information such as bank accounts, investments, insurance and liabilities.
Access to medical information, health insurance details and emergency contacts.
Access to legal documents, important personal information and other long-term details.
Emergency & Continuity
Whether it's a medical emergency, a period of unavailability or after your passing, Continuity helps ensure the right information reaches the right people, at the right time.
In a medical emergency, your Guardians can access relevant information to help make informed decisions.
You add relevant medical and insurance information.
Your designated Medical Guardian requests access.
They can access the information you have permitted, based on your rules.
If you are temporarily unavailable due to travel, hospitalization or other reasons, your Guardians can access the information you allow.
You set rules for different situations.
Your authorized Guardian requests access.
They can access the relevant information based on your rules and approvals.
When the time comes, Continuity helps ensure your chosen Guardians can access the information they need, following a clear and secure process.
Your Legacy Guardian(s) initiate a request with a death certificate.
Access requires multi-Guardian consensus (as per your settings).
A 72-hour time-lock helps prevent unauthorized or premature access.
Unclaimed & Forgotten Assets
Financial information is often spread across multiple institutions and platforms. Over time, accounts and assets can be forgotten or overlooked.
Savings, current accounts, deposits and other banking relationships can be spread across institutions.
Stocks, mutual funds, demat accounts and other investments may exist on different platforms and can be easy to overlook.
Life, health and other insurance policies may sit in physical documents, emails or separate accounts.
Property documents and related information may not always be easily accessible when needed.
Wills, agreements, tax records and other important documents can be stored in different places.
Online accounts, digital assets and other important information may remain unknown to loved ones.
Comparison
Banks, cloud storage, password managers, nominees and wills all serve important purposes. Continuity doesn’t replace them — it connects the information and people around them.
| Option | What It Does | Limitations | How Continuity Is Different |
|---|---|---|---|
Banks | Holds your bank accounts and financial assets. | Only shows information within their own platform. | Continuity brings together information from multiple banks and institutions. |
Insurance Providers | Manages your insurance policies. | Limited to their own products and records. | Continuity lets you organize all your policies in one place. |
Investment Platforms | Holds your investments and portfolio information. | Only shows information within their own platform. | Continuity helps you see the bigger picture across all your investments. |
Cloud Storage (Google Drive, etc.) | Stores your files and documents. | No structured organization, access rules or situation-based sharing. | Continuity organizes your documents and manages who can access them. |
Password Managers | Stores your passwords and login credentials. | Focused on passwords, not your broader financial and personal information. | Continuity goes beyond passwords to include financial, legal, medical and other important information. |
Nominees | Designates a person for specific accounts or assets. | Typically limited to individual accounts and doesn't provide a complete view. | Continuity helps you create a more complete and organized view for your chosen Guardians. |
Wills / Legal Processes | Provides legal direction for asset distribution. | May not include detailed account information and can be time-consuming to execute. | Continuity complements your will by organizing important information and making it easier for your family to act. |
Security & Privacy
We take the security and privacy of your information seriously, so you can prepare with confidence.
Your data is encrypted both in transit and at rest, using industry best practices.
Information is only shared based on your rules and the right approvals.
We use secure authentication methods to protect your account.
We only store the information you provide, and we do not access your financial accounts or external platforms.
Nothing is shared automatically. Your information is only accessible under the conditions you set.
We continuously monitor and improve our systems to help keep your information safe and secure.
FAQ
Find answers to the most common questions about how Continuity works, your information, Guardians and access.
Continuity helps you organize important financial, insurance, legal and personal information and establish controlled access for trusted people when you may be unavailable. It brings together information from different areas of your life and lets you decide who can access what, and when.
No. Continuity does not hold, transfer or manage your money. It helps you organize information about your financial accounts, assets, insurance, documents and other important details in one secure place.
No. Continuity does not automatically access your bank, investment or other external financial accounts. You add and organize the information you choose to keep in Continuity.
Guardians are trusted people you choose to help access specific information when the conditions you set are met. Depending on your preferences, Guardians may have different roles and different levels of access.
No. Guardians only receive access to the information you allow them to access. You can define different access rules for different Guardians based on their role and your preferences.
You can establish rules in advance for situations where you may be temporarily unavailable. When the required conditions and approvals are met, your designated Guardian can request access to the information you have permitted.
No. Continuity is designed to complement the systems you already use. Banks, insurers, nominees, wills and other legal processes each serve different purposes. Continuity helps organize the information and relationships around them so your chosen people can find and access the right information when needed.
We're here to help. If you can't find the answer you're looking for, feel free to reach out to our team.
Get Started
Organize what matters today. Give the people you trust a clearer path for tomorrow.
A few simple steps to get started.
Add the information that matters.
Decide who can access what, and when.
Help your family find and access information when they need it.
