phone
1-888-321-0775
Our Products & Services
Oasis/A.I. Financial Asset Analytics & Design provides essential solutions addressing the top concerns of affluent families: Data Security - Emergency Data Access - Legacy Instructions
Personal Data Registry (PDR)
- Assembles Your Most Critical Personal Information
- Safeguards Your Data from Unknown Actors
- Provides Immediate Access in Life Emergencies
- Delivers Your Intended Instructions When You Are Unable
The more success you achieve - the more information you collect. We designed our PDR Digital Master File to catalog more than 350 pieces of critical personal information, which includes emergency and legacy instructions. It's your fully secure, easy to access, portable digital file. See more below.
Product Description & Pricing
PDR Plans for Every Stage of Life
Oasis/A.I.’s Personal Data Registry (PDR) Systems are designed for any stage in life.
PDR Basic for young families who elect to stay on top of personal affairs. PDR Secure for those families concerned with data security, and PDR Complete for discerning families with significant assets, specific emergency plans and succession planning requirements.
PDR Basic
Data Assembly
$169
00
One-time Fee -
O/AI Comprehensive Questionnaire
-
Standard 8G USB Drive
-
90-Day Customer Service
PDR Secure
Data Encryption
$425
00
One-time Investment -
O/AI Comprehensive Questionnaire
-
Standard 8G USB Drive
-
1-Year Customer Service
-
(1) KINGSTON - Military Grade Encrypted USB Drive
-
(1) TYPE 5 Portable Power Bank
PDR Complete
Full Service Concierge Plan
$1,125
Begins at
-
6+ Hours of Concierge Data Assembly Sessions (We do the work!)
-
O/AI Comprehensive Questionnaire
-
(2) KINGSTON - Military Grade Encrypted USB Drives
-
(1) TYPE 5- Portable Power Bank
-
O/AI PDR Consolidated Report
-
1-Year Full Access Service Plan
-
Scheduled Annual Reviews
Popular