Key features for financial advisers and estate planning lawyers

Holistic view of all wealth
We make financial planning and estate planning easier by giving advisers and their clients the complete picture of wealth across traditional and non-traditional assets.

Enhance your brand offering
HeirWealth can be fully white labelled exclusively to your brand, placing your business in the key position of trusted adviser and educator on your clients' wealth journey.

Secure document vault
By securing storing all of your important client documents within an HeirWealth account, this ensures that all data is centralised and available for when meetings take place or when key events need to be actioned - all without fuss.

Create an expression of wish and bring meaning to your clients legacy
Add meaning to family legacies with our Expression of Wish feature. This is unique to HeirWealth and lets users bring sentimental, as well as financial, context to estate wishes. Ultimately adding to engagement and transparency for individual and family clients.

Make critical changes without fuss
Sometimes critical changes are needed when it comes to wealth management and these are can be challenging times. HeirWealth understands this and manages changes with ease and sensitivity, whilst protecting the family account along the way.