Why a Personal Data Registry?

Once Upon a Time… 

Accessing Personal Data in a Life Emergency

After almost three decades managing the complex financial affairs of affluent families, the outlook was inevitable, artificial intelligence was the likely replacement for our analytic and strategic planning services.  Yet, I was not ready for full retirement.  

In 2021 my 92-year-old Dad passed away.  I did not fully appreciate all the work we made cataloging his personal information, assets, medical, pension, legacy and funeral plan, some 10-years earlier, would evolve into what is now call the Personal Data Registry.   Quite frankly, you won’t know the importance of easy access to personal data is until you’re facing a life emergency. 

From cell phones to computers, bank logins, pension fund authorizations and retirement accounts, from health care insurance to funeral arrangements or legacy plans, someone in your family will require immediate access to this critical information when you’re not in a position to help.  

That’s a heavy task you force upon your spouse, family members or trusted person, all because you failed to prepare.  And don’t forget the heavy emotional toll of your absence places on all who surround you.  

I learned weeks after Dad’s passing that being prepared also alleviated the stress and concern of my now 96-year-old mother.  While it still took time realigning access to her income assets was seamless.  

This unique combination of financial service industry experience and the understanding of required personal data for proper registration was the genesis of PDR’s Comprehensive Questionnaire.  Our Questionnaire provides an easy to follow assembly of your personal information, guiding you through 1,600+ fillable data points, ultimately allowing you to capture your entire personal data in a one-stop, easy to access, digital master file.  

Your PDR Master File includes personal IDs & property, healthcare, access to all technology, including automatic bill paying.  It records information to identify financial assets, real estate, art & collectibles, a listing of trusted advisors, emergency, funeral and estate plans as well as space to upload important documents or store treasured photos, videos, letters or audio recordings.

At the end of each Section, we also provide space to record specific instructions on how you wish your affairs to be addressed in the event of that life event.

Another critical benefit of your PDR Master File is how it provides full access to this information immediately after an emergency evacuation or property disaster.   Think of how instrumental a PDR would be for families of the LA and Maui fires or those rebuilding after the floods in Western North Carolina. 

I invite you to visit our Products Page to learn more about the full array of PDR Products – PDR Basic, PDR Secure & PDR Complete.  

This product line is specifically designed to address all stages in life, from young individuals & couples who wish to stay on top of their affairs, to those who understand the importance of added encryption security, and ultimately to families who prefer our personal concierge assistance service (PDR Complete) , with up to 10 hours of on-sight service sessions, to collect, catalog and secure their PDR File in the privacy of their home or office.

Don let procrastination interfere with safeguarding the good life that you’ve spent so many years assembling.  Request a demonstration now!

Thank you for your interest in Oasis/A.I.’s Personal Data Registry Products.

All the best,

     Tom

Tom Robertson – Founder & C.E.O.

To schedule a demo of PDR Products, call or message us today at: 1-888-321-0775 or pdrsupport@oasisai.pro

[Important Note: Oasis/A.I. does not collect, store or record your personal data information.  We never maintain access to your data.]

___________________________________________

PDR is an exclusive product of Oasis/A.I. Financial Analytics & Design, a Division of Oasis Capital Management LLC.  All Rights Reserved. 2026