Affinity Vault vs Ledgex

Now you can securely access the Affinity Vault -- an encrypted document management platform that enables you to collectively access and manages your essential documents. Further, you can receive and share documents directly from and with the Affinity Financial Group Team. Powered by FutureVault, Affinity Vault offers bank-level security with end-to-end encryption, multi-factor and biometric authentication in addition to a proprietary security layer. Key benefits of the Affinity Vault app include the ability to: • Access all the documents on your Vault wherever you are. • Upload documents on the go using your camera as a scanner. • Download documents. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Advisors. • Review your reminders and notifications. * Note: You need to be an Affinity Financial Group client or collaborator, and have an active account to login to the app.

Key features: - Create & share trips in seconds. Launch a group with a unique Join link, QR code, or classic invite code—friends can hop in from any device. - Build your crew. Add travelers manually or let them join themselves; role-aware participants stay synced across every device. - Track every expense. Assign who paid, split equally, custom, or itemized from a scanned bill. Quick-add shortcuts make everyday purchases take just a tap. - Stay in the loop. Push notifications alert members when trips start, new expenses land, people join, and when everyone’s finished adding costs. - Real-time transparency. Currency conversion, per-person totals, and trip-wide balances update instantly. - Know when it’s time to settle. As soon as all travelers mark themselves “done,” the group is nudged to wrap things up. Whether you’re planning a summer getaway, splitting a house rental, or keeping tabs on a weekend adventure, Ledgex keeps the numbers straight so you can stay focused on the fun.