Putting that kind of switch on a password safe seems to be the best option by far.
Not having to worry about single accounts and on top also having the ability to save insurance numbers, bank accounts etc. - if tagged/organised correctly a password-safe would’ve helped to much by not having to dig through binders of papers to see which insurances where running and which not for example and if you missed an account or some portfolio
Putting that kind of switch on a password safe seems to be the best option by far.
Not having to worry about single accounts and on top also having the ability to save insurance numbers, bank accounts etc. - if tagged/organised correctly a password-safe would’ve helped to much by not having to dig through binders of papers to see which insurances where running and which not for example and if you missed an account or some portfolio