HeirWealth
HeirWealth is a cloud based platform to help accountants and advisers capitalise on the Great Wealth Transfer by centralising family wealth to build and nurturing intergenerational engagement. It does this by providing actionable data insights, an intuitive user experience, and tools to engage across generations.
HeirWealth centralises family wealth across both traditional and non-traditional assets enabling timely opportunities to be uncovered whilst enriching service offering. Key Features include:
- Centralised family wealth visibility
- Effortless integrations that automatically sync with a wide range of investment providers, banking products, and accounting software
- Actionable insights to identify new opportunities and enhance engagement
- Secure document storage for wills, trust deeds and receipts all indexed against the entity or asset
- Tools to strengthen multi-generational relationships
- Scalable platform for firms of all sizes to engage with clients across generations
