Guide Your Clients In The Most Important Decisions Of Their Lives
We empower Investment Advisors to build their business by guiding clients through estate planning.
Meet The Next Generation
Support your client’s estate planning by working directly with beneficiaries, executors, attorneys, and planners.
Map Estate Assets
Map estate assets to identify tax/probate liabilities, maximize investment strategies, and optimize estate plan.
Automate Data
Eliminate unnecessary data entry and deliver personalized recommendations based on individual client estates using AI.
Features
Guidance
Experts, checklists, and tasks for you and your clients.
Compliance
Enterprise security and data management.
Automation
AI driven data entry and workflows.
Collaboration
Centralize and share data across all clients.
Insights
AI recommendations using client estate and tax insights.
Data
PDF and CSV reports to simplify client management.
Discount Code
Client discount code for premium account
$
0
00
Forever
-
20% off yearly plan for your client -
Personal Discount Code -
Client access to professional plan features -
Client can access concierge services
Book Call
Free
Investment Advisor
Advisor focused features
$
60
Monthly/seat
-
Downloadable data and reports -
Individual client recommendations -
Estate planning support -
Up to 50 clients
Book Call
Powerful
Client Plan
Cover your client’s plan
$
120
Yearly/user
-
Client document data extraction -
Asset mapping & tax calculations -
Data centralization & collaboration -
Unlimited clients
Book Call
Strategic
Contact Us
Learn more about our professional estate planning features or join our directory and generate leads…Free!