A timely tool for intergenerational wealth transfers
The whole-of-wealth platform helping accountants and advisers strengthen and secure client relationships for generations.
- All features in all plans
- Visibility of over 40+ asset classes
Asset Sector Exposure
$14,209,584
Integrate your favourite platforms
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We valueTime
Transforming the time that advisers & families spend shaping legacies
HeirWealth is a platform for accountants and advisers who want to support families with a holistic understanding of the value of their wealth, both financially and sentimentally.
Play Video about HeirWealth, Transforming the time families spend shaping their legacies
For Advisers
Enhance whole-of-family engagement with clients.
For Families
Secure your legacy for the next generation.
Holistic Wealth Management
A real time view of wealth without the flurry of paperwork
Asset Visibility
Get your assets in order, never fall behind again
Automate daily asset valuations
Perform daily asset valuations across all traditional asset classes from shares to crypto.
Spend less time juggling multiple systems
Automatically link to financial institutions.
Set reminders for smooth renewals & revaluations
Create reminders for family members or asset renewals, revaluations or capital calls.
Start with a photo
Automatic categorisation of assets using AI.
Create a living picture of family wealth across 40+ asset classes
- Bulk import & export
- Real-time reporting
- Track value over time
Integrations
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Asset classes & growing
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Global currencies
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Global instrument valuations
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Enterprise grade security
Know that your legacy is safe and secure
Zero-knowledge architecture
You control access to all your information. Not even we can access that data!
ISO 27001 certification
HeirWealth is certified against ISO27001, known globally as the gold standard for information security management systems.
24/7 security monitoring
Take comfort knowing your data is secured by encryption at rest and all API and web traffic is encrypted in transit.
Don’t just take it from us…
"Sadly I fell into that cohort of people who hadn't thought about the visibility of my finances and just kept a mental filing cabinet of where everything was located. When I saw HeirWealth the benefit was immediately clear. Holding all relevant docs in one place, being able to digitally catalogue them, real time price them and know that should anything happen to me my wife can easily access the family wealth. Complete peace of mind, visibility and clarity."
Nick Raine
CEO, Soderberg & Partners Wealth
"I love that HeirWealth allows me to store all of my documents in one place. I can also upload a photo of any asset that I am leaving to someone, and can attach stories, making the distribution of assets in my will a much more personal and engaging experience. I haven’t seen that before anywhere."
Connie McKeage
Individual User
"The transfer of wealth is an important and proactive task that Heir Wealth facilitates. It creates the discipline of maintaining an accurate register of assets; its calendar events remind my family and other beneficiaries of my estate, to discuss regularly the changing valuations and required updating of the information. It is also a must for succession planning."
Eng Lee
Individual
"I feel a great sense of comfort in knowing that HeirWealth prioritises security and is helping to protect my assets and legacy."
Andrew Lawrence
Founder & CEO, de.iterate
Connect with the wealth management tools and financial institutions that you already use
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