The Great Wealth Transfer
Trillions of dollars in wealth transfer to millennials can become Wealth Manager's greatest opportunity or threat
“If advisors don’t adapt a strategy for retaining heirs as clients well before the wealth transfer occurs, they’re at risk for losing the assets. To have their businesses continue to thrive and grow, they need to engage the next generation.”
Ross Ozer, Senior Vice President, Practice Management and Consulting, Fidelity Clearing and Custody Solution
Only 2 % of children stay with their parents' financial advisor
A Holistic Approach with You at the Center
Establish private conversations with your clients, their families, Estate Attorneys, Accountants, or any other groups. You as the aggregator, manage all communications.
Easy
Whether your clients are digitally savvy or not, they can easily find all conversations, documents, and recorded meetings in one location. You can carry your virtual office with you anytime, anywhere, making your life easy and efficient.
Collaborative
Collaborate with your clients, families, Estate Attorneys, Accountants, and any other groups you choose. Talk face-to-face online and present your ideas via shared screen. Annotate documents, collect signatures, and maintain meeting schedules and to-do lists. Maintain all chat history, meeting recordings, and any other conversations, keeping an audit trail!
Multi-generational
The new generation wants to do business digitally on their smartphones. No more emails telling them to log into an outdated web repository. Maintain relationships that last across generations by providing your clients the ability to share family stories and memories.
Private and Secure
We use military-grade security, so that everything you communicate and share is only visible and accessible to the people you choose. Our technology is used by the world’s largest banks, so you can be assured that it meets the highest standards of security and compliance.