HeirWealth integrates with BGL Corporate Solutions

HeirWealth, a Sydney-based wealthtech that’s on a mission to help Australian SMSFs have better intergenerational conversations about money, has integrated with BGL to provide customers with automated valuation processing to create time-saving legacies.

The HeirWealth platform provides family investors and their professional advisers with a view of assets and liabilities across 40 different classes, including traditional investments such as shares and property, and non-traditional assets such as collectibles.

Including the BGL integration, the HeirWealth app has connectivity to 20,000 financial institutions globally, which can automatically aggregate into the wealth registry platform.

“This native integration with BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF), investment management and AI-powered paper-to-data solutions, allows HeirWealth clients to automatically upload regular and accurate valuations for all assets and liabilities held through their self-managed super funds, companies and trusts managed on the BGL platform. This critical data, along with other banking, investments, properties, insurance policies and collectibles will provide holistic wealth position across all family entities.” said Ray Tubman, Founder & CEO of HeirWealth.

“The HeirWealth platform provides simple yet powerful wealth tracking that allows individuals, families and professional advisers to organise everything together in one place,” continued Mr Tubman.

Ray Tubman, CEO & Founder of HeirWealth

“That includes traditional investments like term deposits, shares and property, as well as alternative investments like private equity, and ‘assets of passion’ like fine wine, antiques and collectibles. You can even upload photos from your phone and leave annotations to capture your family’s story and legacy, so everything is recorded in one central vault, and it’s preserved for future generations,” said Mr Tubman.

The HeirWealth app is available directly to individual families and family offices in Australia and the UK. HeirWealth can also be white-labelled by financial advisers, wealth managers, trusted accountants, lawyers, and other professionals and can add value as a client engagement and retention tool. 

Beyond simplifying wealth tracking in a central hub, HeirWealth supports deeper personal relationships, fostering opportunities for meaningful engagement with the next generation.

“Having recently acted as an estate executor, I had to rely on scraps of paper to discover where all assets were held – and that was for a simple estate.” said Mr Tubman.

“The forthcoming intergenerational wealth transfer is going to present a lot more challenges. Whether you want to start having those conversations now, or wait till later, centralising information in one secure location like HeirWealth is a great idea,” he added.