The Family Wealth Portal Built for Complex Clients
A clear, centralised view of family wealth
All entities, relationships, documents and assets all brought together in one secure family wealth portal — no more fragmented records or outdated spreadsheets.
Confidence that client info is accurate, current and secure
A structured system that keeps wealth records current, consistent and maintained over time.
Better conversations and continuity across advisers and generations
Shared visibility supports more informed discussions, smoother transitions and long-term wealth planning.
What’s included when you book a discovery call with us?
- Receive an HeirWealth Demo
- Determine how HeirWealth would work inside your firm
- Enjoy an interactive Q&A session.
Book a Discovery Call
Ready to see HeirWealth in action?
Schedule your personal walkthrough now.
Don’t just take it from us…
"Sadly I fell into that cohort of people who hadn't thought about the visibility of my finances and just kept a mental filing cabinet of where everything was located. When I saw HeirWealth the benefit was immediately clear. Holding all relevant docs in one place, being able to digitally catalogue them, real time price them and know that should anything happen to me my wife can easily access the family wealth. Complete peace of mind, visibility and clarity."
Nick Raine
CEO, Soderberg & Partners Wealth
"I love that HeirWealth allows me to store all of my documents in one place. I can also upload a photo of any asset that I am leaving to someone, and can attach stories, making the distribution of assets in my will a much more personal and engaging experience. I haven’t seen that before anywhere."
Connie McKeage
Individual User
"The transfer of wealth is an important and proactive task that Heir Wealth facilitates. It creates the discipline of maintaining an accurate register of assets; its calendar events remind my family and other beneficiaries of my estate, to discuss regularly the changing valuations and required updating of the information. It is also a must for succession planning."
Eng Lee
Individual
"I feel a great sense of comfort in knowing that HeirWealth prioritises security and is helping to protect my assets and legacy."
Andrew Lawrence
Founder & CEO, de.iterate
© All Rights Reserved.