For High Net Worth FAMILIES & INDIVIDUALS
Your complete living wealth register
HeirWealth helps you track, organise, and manage all your assets – now and in the future. Track your wealth better today, plan well for tomorrow.
Integrate your favourite tools
Holistic Wealth Management
See all your assets in one place and gain peace of mind knowing your financial life is organised
Visualise your wealth
Not only is data organised in one place, HeirWealth also connects with over 20,000 financial institutions so your data is always up-to-date.
Spend less time juggling paperwork
HeirWealth brings together all the information you need to manage your wealth efficiently, with asset management tools, document storage and reporting to save you hours of manual administration.
Make wealth transfer easier for your family
Engage your family with clear communications about asset transfer and ownership, with the option to limit access to information until the time is right.
Maintain control of your information
Retain access to your account and all your data if your situation changes and you switch advisors, or choose to independently manage your wealth.
Key features for High Net Worth Investors
Gain a real-time understanding of your family's holistic wealth position
HeirWealth gives you a consolidated view of your wealth so you, your family and trusted advisers clearly understand where assets are held, their value, and how to access them - when the time is right.
Visibility across all your assets, from investments to prized collections
Gain visibility across any sector, geography, currency, and asset type. Access automatic daily valuations from over 20,000 financial institutions globally and assets from all major stock exchanges, cryptocurrencies, regional managed funds, commodities, and currencies.
Build a Document Library that brings you comfort
Organise and securely store all of your important wealth documents in the one place, so you never have to go searching through shoeboxes or inboxes again!
Create an Expression of Wish and bring meaning to your legacy
Add to your legacy and bring meaning to your wishes by recording your intentions for the special people in your life.
Set reminders for smooth renewals & revaluations
Never miss an important asset event by making the most of our calendar feature, which will prompt you with reminders and even overdue notifications.
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
Questions? We have answers
What happens if the head of the family passes away?
If the primary controller of an account passes away, any user can report this by simply clicking the “Report Death of Primary Contoller” button, which is located in the action menu against the family user.
This will trigger a notification to all users of a family group.
If this button is accidently triggered, any users can contact HeirWealth to retract the action.
For more information, contact HeirWealth via info@heirwealth.com
What if I decide to cancel?
We’d be sorry to see you go, but if you decide to cancel you can do so at any time.
Whilst only a primary account holder can cancel an account, any user/member associated with a group, can also delete their profile at anytime.
HeirWealth does not offer any refunds (full or partial).
Keep in mind that once a primary account holder cancels an HeirWealth subscription, access will still be available until the end of your billing period. For example, this means if you have paid for a monthly or annual subscription, you will have access until the end of that billing cycle.
For further information on our cancellation terms, please contact HeirWealth separately at info@heirwealth.com
How does HeirWealth's pricing work?
HeirWealth offers a number of pricing plans for individual and professional user types.
To book a Call with Sales, please visit this calendly link
Or please visit our pricing page or contact us for more information at info@heirwealth.com
What technology integrates with HeirWealth?
HeirWealth’s platform provides Open Banking integration which allows users to automatically synchronize financial data and perform daily valuations.
HeirWealth has Open Banking regulatory approvals in Australia and the United Kingdom.
HeirWealth integrates with numerous investment product providers through our integration with Envestnet | Yodlee and a suite of native integrations that includes BGL, Xero and coming soon, Myob and Macquarie.
Alongside these direct integrations, HeirWealth also has data providers for daily pricing of over 150,000 global financial instruments in 170 currencies.
To book a Call with Sales, please visit this calendly link
For more information, contact HeirWealth via info@heirwealth.com
What financial data do you collect?
At HeirWealth, we only collect the necessary data to run HeirWealth, and retain all data under a strict security environment.
The data we collect is either provided directly by you or your financial institution, only after you have provided your consent.
For more information, contact HeirWealth via info@heirwealth.com
Do you sell or share my personal information?
No, your personal identifiable data will not be sold or shared. You can however share it with people you grant access to, such as a family member or your adviser on the HeirWealth platform.
HeirWealth encrypts all your data and stores it in a secure location.
However we may share deidentified customer data with trusted third parties that assist us in delivering and improving the HeirWealth app.
These service providers are contractually bound to protect the confidentiality and security of your deidentified personal information.
For further details, please see our privacy policy.
Where is my personal information located?
Your personal data is securely stored in a Microsoft Azure cloud database, which is located in the country where you registered your HeirWealth account.
This means if you signed up in Australia, your data will be stored in Australia.
For more information, contact HeirWealth via info@heirwealth.com
Will HeirWealth have access to my information?
HeirWealth is built using a zero-knowledge architecture, which means that even our developers and your advisers cannot access your encrypted personal information, unless you allow them access.
Only the people you grant permission will have access to your information.
For more information, contact HeirWealth via info@heirwealth.com
How does HeirWealth work?
HeirWealth is a platform that helps families and trusted advisers better manage their wealth and intergenerational asset transfers.
The platform, and fully customisable dashboard, creates a living picture of a user’s wealth across 40+ asset classes.
The combination of our suite of integrations and data providers ensures that HeirWealth provides users with automated daily asset valuations in a secure environment.
To book a Call with Sales, please visit this calendly link
For more information, contact HeirWealth via info@heirwealth.com
How do I sign up to HeirWealth?
It’s very easy to sign up with HeirWealth. Simply head to our pricing page and select a package that suits you!Â
To book a Call with Sales, please visit this calendly link
For more information, contact HeirWealth via info@heirwealth.com
Didn’t find the answer you are looking for? Contact our support
Connect with the wealth management tools and financial institutions that you already use
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