Wealth Management
Ensure Greater engagement and lasting client connection
Enhancing client relationships by providing greater transparency across all currencies, legal entities and asset types.
Integrate your favourite tools
A complete wealth management experience, white labelled exclusively to your brand.
Financial Advisers and Estate Planning Lawyers
Build timeless legacies, superior plans and smooth asset transfers with HeirWealth.
Private Banks
Increase time efficiences and stay on top of all your client wealth portfolios.
Consultants
Advise your clients on their whole of wealth picture today and set future goals.
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.
Connect with the wealth management tools and financial institutions that you already use
Coming Soon
Coming Soon
- All features in all plans
- Visibility of over 40+ asset classes