Turn Every Client Into Your
Best Marketing Asset
The digital estate planning platform that grows your financial planning practice through intelligent referral generation while providing exceptional value to your clients
No credit card required • Set up in 5 minutes • Track referrals from day one
More Than Financial Planning—It's Practice Growth on Autopilot
Every client you onboard connects you with 5-10 potential new clients through their trusted network
Intelligent Referral Engine
Each trusted contact and family member your client adds receives subtle, professional introductions to your services at optimal moments
White-Labeled Authority
Your brand front and center. Every interaction reinforces your expertise and builds trust with prospects in your clients' networks
ROI Analytics Dashboard
Track referral sources, conversion rates, and revenue attribution. See exactly how each client contributes to your practice growth
Specialized Benefits for Financial Planners
Discover how our platform delivers measurable value specific to your financial planning practice
Deeper Client Relationships
- Digital legacy planning reveals hidden assets often missed in traditional discovery.
- More complete picture = better advice = stronger client loyalty and AUM growth.
Increased Assets Under Management
- Discovering forgotten 401(k)s, crypto wallets, and online investment accounts.
- Each found asset is potential new money to manage, boosting revenue without new client acquisition.
Premium Service Tier Justification
- Bundle digital legacy protection with wealth management packages to justify higher fees.
- Clients perceive greater value: "My planner protects ALL my wealth, not just investments."
Enhanced Risk Management
- Identify digital vulnerabilities (unsecured crypto, shared passwords) before they become losses.
- Position yourself as a comprehensive wealth protector, not just an investment advisor.
Next-Gen Client Acquisition
- Younger clients prioritize advisors who understand digital wealth and online businesses.
- Capture millennials and Gen Z before competitors by speaking their digital language.
Family Office Positioning
- Digital legacy services elevate you from "investment advisor" to "family CFO".
- Command family office-level fees without the overhead of traditional family offices.
Accelerated Estate Transitions
- Smooth wealth transfers when clients pass, retaining inherited assets under management.
- Beneficiaries stay with the planner who made the transition seamless.
Compliance & Fiduciary Excellence
- Documented digital asset inventories demonstrate fiduciary thoroughness.
- Protection against claims you missed advising on significant digital holdings.
Strategic Partnership Opportunities
- Become the preferred planner for tech companies' employee benefits programs.
- Digital-savvy reputation opens doors to equity compensation and crypto-wealth niches.
Proactive Client Retention
- Regular digital asset reviews create natural touchpoints beyond market updates.
- Clients less likely to leave when you're integrated into their complete financial picture.
Investment That Pays for Itself
Average ROI: One new client pays for 12+ months of service
Starter
- Up to 25 clients
- Basic referral tracking
- White-labeled portal
- Email support
- Est. 2-3 referrals/month
Professional
- Up to 100 clients
- Advanced referral analytics
- Automated nurture campaigns
- Priority support
- Est. 8-12 referrals/month
Enterprise
- Up to 250 clients
- Custom referral workflows
- Dedicated success manager
- API integration
- Full marketing automation
Ready to Transform Your Financial Planning Practice Into a Referral Machine?
Join forward-thinking financial planners who are growing their client base by 30% annually through automated referral generation