Introducing HeirWealth, the complete wealth register for high net worth clients and their families

Over 70% of people who inherit wealth are likely to change advisers. Is your business up for the challenge?

The great wealth transfer is coming. And the next generation isn’t afraid to shop around for advisers that work the way they want to work. This includes access to information when and where they choose – and advisers who fail to deliver stand to lose millions in wallet share.

HeirWealth is here to help advisers solve clients’ ongoing challenges with tracking, organising, and managing their complex wealth. By helping clients get a complete view of their total wealth (and some other very useful features), advisers can provide more targeted advice, engage the extended family, and build lasting relationships beyond the current generation.

“Clients tend to hold a considerable amount of wealth outside of traditional investments held with their adviser,” said Ray Tubman, founder of HeirWealth. “Advisers are giving advice based on a limited view of their clients, so they might not be getting the best results for their clients and at the same time, potentially failing to engage with key family members in their advice.”

HeirWealth is a white-labelled application advisers can effortlessly integrate into their current tech stack and processes. Clients can consolidate a register of all their assets and associated documentation across over 40 asset classes within one secure location, and access it anywhere on any device. With an automatically refreshed holistic view of their wealth, clients can better manage their wealth today and prepare for the future. Features include:

• Family wealth dashboard
• Secure document vault
• Wealth calendar to track asset-related events
• Automatic links to thousands of financial institutions
• Map family relationships and ownership structures
• Daily valuations of banking products and over 100,000 global investments
• Capture of key contacts, insurance details, and estate planning wishes
• Bulk import and export of assets

For advisers

• Enhance your value proposition with ease
• Access a holistic view of wealth
• Offer more targeted advice
• Engage with the next generation of investors
• Improve retention beyond wealth transfer

For individuals

• Create your complete living wealth register
• Keep on top of administration
• Make wealth transfer easier for your family
• Review total assets and risk exposure
• Securely store, track, and manage assets and their related documentation

“There’s no doubt that managing complex wealth is hard – but leaving it until too late can make it much harder, especially for your loved ones,” said Ray. “By offering a better way to organise wealth, proactive advisers can deliver real value to their clients while opening the door to the extended family”.

Interested in learning more? Get in touch with the team.