Confidence in how information is shared, verified and protected
estateXchange's online platform brings together professional estate representatives and institutions to manage deceased estates and related claims
Built for security, verification and compliance
estateXchange provides a structured and secure environment for sharing, receiving and verifying information across organisations.
We adopt a formal Information Security Management System designed to maintain the security, availability, confidentiality and integrity of systems and data.
We maintain industry-recognised certifications, including ISO 27001 and SOC 2 Type 2, and commit to ongoing compliance with these frameworks.
Access and control
- Access to estateXchange is limited to users who have been formally onboarded.
- All users are required to authenticate using multi-factor authentication or approved identity systems.
- Information shared within the platform is only visible to authorised parties within a Workspace.
Designed to work with existing processes
estateXchange is designed to work within existing systems and processes, providing a structured approach to information sharing, validation and communication.
It supports a more consistent and secure way to exchange information across organisations, without requiring major system change or integration.
Learn more
More detailed information on security, compliance, data handling and platform architecture is available in our Trust Centre.
