The Great Wealth Transfer

Trillions of dollars in wealth transfer to millennials can become Wealth Manager's greatest opportunity or threat
Wealth Managers Under 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

The Problem

The United States is on the cusp of the largest wealth transfer in the country’s history: An estimated US$3.2 trillion in assets is expected to transfer from one generation to the next, according to the 2017 Wealth Transfer Report. In this enormous transfer of wealth, many investment advisers will see their hard-earned asset base evaporate — and the value of their firms plummet — because they don't know how to connect with their clients' children.

According to a PriceWaterhouseCoopers Global Private Banking/Wealth Management Survey, only 2% of children stay with their parents’ advisor. 

The Solution

Retain multi-generational clients by being the center of influence of family legacies, helping clients preserve family stories and values.  Engage parents and their children and make your presence felt even when you are physically absent.  Adopt the ways of the new generation, who prefer to communicate and collaborate digitally on a mobile device.

Share information, chat, video conference and record calls from anywhere on any device with your clients, their children, and other third parties such as lawyers and CPAs to provide a comprehensive, collaborative client experience.

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.

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.


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!


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.

The ONLY client engagement platform to offer your own branded app, with your name and logo, on the Apple App Store and Google Play.
No expensive software development required.

Attract and Retain Millennials

Engage millennials on their smartphones. Communicate and collaborate on financial documents anytime, anywhere.

Secure and Compliant

Compliant with global security standards. Trusted by the world's largest banks.
    • SOC2 Type II Certified

    • CSA Star Certified

    • GDPR Compliant

    • Private Shield Compliant

    • 256-bit AES Encryption

Trusted by:

Loved by users!

Get in touch

Send us a message requesting your free trial