Thornton Family
Risk Score increased to 78 — family briefing overdue
Wealth Management Platform
Heritance provides the structure for advisor-heir relationships to build, long before inheritance takes place.
The only platform purpose-built around the heir's experience. Advisors lead the relationship. Heirs actually engage.
The Problem
$124 trillion is about to move. Most firms aren't ready.
$124T
Transferring between generations by 2048
70%
Of heirs leave their parents' advisor
Zero
Purpose-built platforms solving this — until Heritance
“We don't retain AUM. We make the relationship that retains AUM possible.”
The best advisor-heir relationships don't happen by accident. They're built through hundreds of small moments over years — a birthday, a goal set, a future imagined. Heritance provides the structure for every one of them.
The Solution
Two sides. Fully connected.
advisor.tryheritance.com
Good morning, Sarah
Urgent
Clarke Household
No heir engagement in 45 days
Engagement
James Harrington
Completed Module 4 — Estate Planning
Sophia Sterling
Set a new goal: First home purchase
Alexandra Cavendish
Added sustainable investing to preferences
Wins
Oliver Pemberton turned 25 yesterday
Personal note sent via automated birthday workflow.
3 other items in your queue →
For Advisors
Lead every relationship with clarity.
- Morning Briefing
- Risk Scoring
- Engagement Alerts
- Family Briefings
- Compliance Audit Trail
HERITANCE
Good morning, James
Let's make it count.
12 day streakWealth IQ 340
Today's Daily Game
Wealth Wordle
Yesterday's streak: 12
Weekly Challenge
Portfolio Diversification
2 of 5 questions40%
Wealth Academy
Continue your learning
World 2 · Investment Fundamentals
60%
Weekly Wealth Report
Your Sunday report is ready
Wealth Simulator
Try a new projection
Your Advisor
Sarah Mitchell
Meridian Wealth Partners
Relationship strengthStrong
For Heirs
Engage with wealth on your own terms.
- Wealth Simulator
- Financial Academy
- AI Wealth Assistant
- ESG Preferences
- Heritance Wrapped
How It Works
The best relationships aren't built the day of inheritance.
They're built in the 1,800 days before it.
A birthday
Sarah turns 25 next week. Send her a note.
A new preference
James just added sustainable investing to his preferences. Opportunity to reach out.
A completed module
Emma finished the Estate Planning module. Perfect moment for a family briefing.
A simulator run
Oliver ran his first wealth simulation. He's thinking about his future.
Ready to protect what matters most?
Book a demo and see how Heritance changes the conversation.