Thornton Family
Risk Score increased to 78 — family briefing overdue
For Individual Wealth Managers
You built a great practice. Let's keep it that way.
You're too busy managing portfolios to spend hours chasing your clients' 25-year-old children. Heritance is your outsourced next-generation specialist — giving you 90 percent less manual effort and your clients' heirs 100 percent more reason to stay.
Efficiency and Referral Alpha
Your best client acquisition channel is the one you're currently ignoring.
Most wealth managers treat heirs as a retention problem. The smart ones treat them as a growth opportunity. When you build genuine relationships with your clients' children, they become not just retained relationships — they become active referral sources for their high-earning professional peers.
Heritance is the operating system that makes this possible without adding hours to your week. The heir relationship used to require evenings, weekends, and manual outreach. Now it runs in the background — and shows up in your morning briefing with a clear action list.
The Pain
The Solution
No time for 'small' heirs
Automated Engagement
Manual heir outreach
AI-surfaced conversation moments
Generic content doesn't engage
Personalised Wealth Academy per heir
Missing referral opportunities
Heir networks become referral pipelines
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 →
Feature One
Ninety percent less manual effort. Ten times the impact.
Heritance surfaces what matters in a 5-minute morning briefing — which heirs completed lessons, who set new goals, whose birthday is coming up, which engagement signals to act on. Your outreach becomes reactive to real signals instead of proactive to a calendar.
- 5-minute morning briefing replaces the weekly sweep
- Action-prioritised inbox across your book
- Zero-effort heir activity tracking
advisor.tryheritance.com/referrals
Heir Referral Network
Engaged heirs
34
Introductions this quarter
8
New AUM from referrals
$14.2M
Network graph
Recent referral activity
James Harrington
Introduced Priya Patel — founder, Series B SaaS
3 days ago
Emma Clarke
Introduced Javier Ortiz — cardiologist
1 week ago
Alexandra Cavendish
Introduced Tomás Alves — founder, climatetech
2 weeks ago
Feature Two
Heirs who trust you introduce you to their peers.
This is the hidden growth lever nobody talks about. When you build genuine trust with a 28-year-old heir, they refer you to their high-earning friends — attorneys, founders, executives, doctors. Heritance turns the heir relationship into a referral pipeline by design.
- Built-in referral mechanics
- Heir network mapping across your book
- Peer introduction workflows
The Efficient Advisor
Technology that compounds your time.
Every morning the briefing tells you exactly what matters. Every week the platform deepens every heir relationship. Every year your referral pipeline grows.
advisor.tryheritance.com/onboarding
Welcome to Heritance, Sarah
Step 3 of 5
Step 3 · Configure Risk Scoring
Calibrate the Heritance Risk Score to your book.
Heritance calibrates the risk model based on your firm's typical household structure. Answer 4 quick questions to get started.
3 of 4 answered
Question 4 of 4
What's your firm's average advisor-client age gap?
Feature Three
You stay the primary advisor. We handle the rest.
Heritance provides the content, the tech platform, the engagement playbooks, and even the specialist support your heirs might need. You stay focused on portfolio work. We make sure the heir relationship runs itself.
- Content library updated weekly
- Engagement playbooks per heir profile
- Optional Heritance specialist consultations
The Playbook
The plays that turn heirs into your biggest referral source.
Offense for winning the heir. Defense for never losing them.
The Offensive Playbook
Four plays to turn heirs into your growth engine.
Play 01
Invite every heir
Every client household with heirs over 18 gets invited. Five minutes of your time per household. Compounding returns forever.
Play 02
Weaponise referrals
Ask every engaged heir for three professional peers who might benefit from planning. Heirs refer enthusiastically when the experience is good.
Play 03
Differentiate with technology
You can't compete with fintechs on UX alone. Heritance gives you enterprise technology at solo-practice scale.
Play 04
Position yourself as the teacher
The wealth manager who educates wins. The Wealth Academy makes you look like the educator you should be.
The Defensive Playbook
Four plays to stop giving households away.
Play 01
Plug the attrition leak
Every client 55+ without an engaged heir is a retention risk. Heritance closes the gap.
Play 02
Own the relationship
Don't let your clients' children meet another advisor first. That's how firms lose $10M households.
Play 03
Match the age gap
When you're 30 years older than the heir, their trust in you is structurally limited. Heritance provides the relationship layer that works around the gap.
Play 04
Document for compliance
Every interaction logged. Consumer Duty compliance handled automatically. Your time stays focused on advice, not admin.
Save ten hours per week
Automated engagement replaces manual heir outreach.
Grow through referrals
Every engaged heir becomes a potential referral source.
Build real relationships
Technology that deepens human connection instead of replacing it.
Ready to take back your time?
Book a demo and see how Heritance plugs into a solo or small-team practice.