Key features for private banks

Easy dashboard creation
HeirWealth allows you to customise your own dashboard and prioritise what matters most to you and your clients. From placement, colour schemes and interactivity, our user-friendly tools let you see and create wealth your way.

Engage and retain
HeirWealth lets you and your clients truly personalise their wealth story. From setting primary controllers, adding photos to nominating beneficiaries of certain assets, our platforms brings wealth management alive all in the one easy to use location.

Boost your reporting output
It's never been this easy to run reports on the 40+ asset types hosted on the HeirWealth platform. Create real-time balance sheets for you and your clients in minutes, keeping everyone on the same page and leaving plenty of time to foster important relationships.

Set calendar event reminders
Make the most of our Calendar feature and never miss an important asset event such as overdue insurances or valuations again. Our reminder prompts are easy to use and help to ensure that client wealth gets properly managed.

Detailed analysis
Our user-friendly analysis page allows you and your clients to prepare for the future by forecasting asset performance. You can adjust net capital movements depending on client changes, economic or business conditions and risk appetite.