The Crisis

Client heirs' $40 trillion gain can become Wealth Manager's greatest loss
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 parent's financial advisor

The Problem

The United States is on the cusp of the largest wealth transfer in the country’s history: about $40 trillion will be handed down to the next generation. 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.

Retain Multi-Generational Clients

By providing a secure place for all of their documents, memorabilia and stories, preserving their legacy and your relationships for generations.

Are you ready to engage multi-generational clients?

Multi-Generational Client Engagement

Family stories and money. All in one modern mobile app. Communicate and share financial documents anytime, anywhere.

Whether your clients are digitally savvy or not, they can easily find all conversations, documents, photos and videos in one location. You can carry your virtual office with you anytime, anywhere, making your life easy and efficient.


Collaborate with your clients on the web or mobile device. Talk face-to-face with your clients, present your ideas via shared screen, or just drop a quick text message to stay in touch. Annotate documents, collect signatures, and maintain meeting schedules, to-do lists, chat history, meeting recordings, and much more!


The new generation wants to do business digitally on their smartphones. No more emails telling you 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.

Your clients’ intangible family assets have more value to the next generation than the tangible ones. Become a family fiduciary, not just a money manager.

The Power of Non-Financial Inheritance

Non-financial valuables that parents leave behind — like ethics, morals, faith, and religion — are 10 times more important to heirs and their parents than the financial aspects of inheritance. - Allianz Legacy Study

Get in touch

Send us a message requesting your free trial