Advisor and client shaking hands after a review

Financial Advisory · Estate Planning & Reviews

Keep every client on course, across every life stage.

Estate planning with configurable, tracked steps — plus a longitudinal review record, plan version comparison, and client-ready reports for every cycle.

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Capabilities

The review-and-report engine

Estate Planning

Configurable steps by Investor Type and Classification with progress tracking — covering Basic Estate Documents, Trust Structures, Tax Planning & Gifting, Business & Alternative Assets, and Advanced Insurance Structures.

Advisory Review & Plan History

Key metrics trend across reviews, plan version comparison, client review and analysis history, and the Initial Financial Plan widget — a complete longitudinal record of every advisory engagement.

Financial Plan Reports

Generate comprehensive, client-ready financial plan reports that consolidate all planning dimensions into a single, professional deliverable for every review cycle.

Insurance Analysis Plugin

An embedded insurance engine using the DIME methodology — delivering multiple specialised widgets that integrate seamlessly within the advisory workflow.

Estate Planning Coverage

Configurable steps, tracked to completion

Estate planning steps are configured by Investor Type and Classification, with progress tracking that keeps nothing half-finished.

Basic Estate Documents

Wills, powers of attorney, and directives — tracked to completion.

Trust Structures

Trust planning steps configured by investor type and classification.

Tax Planning & Gifting

Gifting and tax strategy steps with progress visibility.

Business & Alternative Assets

Succession and alternative-asset planning where it applies.

Advanced Insurance Structures

Sophisticated coverage structures for complex estates.

A longitudinal record of
every engagement

Key metrics trends, plan version comparison, and professional reports — see the full review cycle in a demo.