Skip to content

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)

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

Contact Us for a No Obligation Demo of
Oasis/A.I. Financial & Legacy Planning Products