Built for accountants, advisers and professionals

Enhancing professional client relationships by providing greater transparency across all currencies, legal entities and asset types.

HeirWealth Whole of Wealth View
Integrate your favourite tools
Macquarie
Yodlee
BGL

A complete wealth management experience, white labelled exclusively to your brand.

HeirWealth Family Groups for Professionals

For Accountants

Manage your time, risks and client relationships better with HeirWealth.

HeirWealth Family Relationships

For Family Offices

Enrich your client relationships and engagement across generations.

HierWealth Expression of Wish

Financial Advisers and Estate Planning Lawyers

Build timeless legacies, superior plans and smooth asset transfers with HeirWealth.

HeirWealth Wealth Analysis

Private Banks

Increase time efficiences and stay on top of all your client wealth portfolios.

HeirWealth Whole of Wealth View

Consultants

Advise your clients on their whole of wealth picture today and set future goals.

Know that your legacy is safe and secure

HeirWealth enterprise grade security
ISO27001 Certification Badge
CrowdStrike

Connect with the wealth management tools and financial institutions that you already use

Macquarie
Envest Yodlee
BGL
Coming Soon
MYOB
Coming Soon

Join HeirWealth and enhance your brand through our innovative white labelled platform