Skip to main content
PlannedDirect Bhenito delivery

Document Vault

Secure storage for contracts, reports and correspondence.

The challenge

Documents scatter across inboxes.

How Bhenito helps

Vault module — planned.

Who this is for

  • Clients

What is included

  • Upload
  • Classify
  • Retrieve

How the service works

  • 01Store
  • 02Permission
  • 03Audit

Expected outcomes

  • Document certainty

Bhenito's role

Custodian of process (not legal custody of assets).

Third-party involvement

Storage vendors.

Risks and limitations

Planned.

Governance note

Security, retention and access controls will harden as features move to Available.

Content last reviewed: 2026-07-16

Frequently asked questions

Is this regulated financial advice?

No. Bhenito provides information, coordination and advisory support within its stated remit. Specialist legal, tax and regulated financial advice may be required from approved third-party professionals.

Related institutional services

Upload a Required Document

Institutional enquiries are handled separately from private investor journeys. Conversations are for navigation and information — not regulated financial advice.