Built For Accountants

Deliver Greater services with a truly Great wealthtech

Connect with your clients on a deeper level and enrich the wealth management experience with our white label solution.

Asset Sector Exposure

$14,209,584

Integrate your favourite tools

Holistic Wealth Management

We make wealth management easier for Accountants

Visualise your clients wealth

See all your clients' wealth in the one location and put an end to file-chasing. Effortlessly onboard your clients and keep relationships smooth.

Easy integrations

Not only is data organised in one place, HeirWealth also connects with over 20,000 financial institutions and popular accounting software so your client's data is always up-to-date.

Organise receipts and data

Securely store critical client documentation in the one place and increase efficiencies when it comes to administration and time spent in meetings.

Actively engage with the next generation

Enhance whole-of-family engagement and open up new conversations with the next generation.

Key features for Accountants

Generate reports with a single click

Create real-time reports for you and your clients in minutes, keeping everyone on the same page and leaving plenty of time to foster important relationships.

Reduce administrative overhead, boost productivity

HeirWealth helps professionals and their clients organise their wealth in the one central location to save on hours of manual administration.

Make it effortless for new clients to work with you

With HeirWealth offering so many integrations, this means that your clients can connect their accounts and add their assets to build their own personal wealth dashboard at the touch of a button.

Enhance your brand offering with our white labelled platform

Manage multiple client accounts in one place and deliver a customised experience that fits your brand. HeirWealth can be fully white labelled exclusively to your brand, placing you at the centre of your client's wealth story.

Visibility across all your clients assets

By unifying all assets, financial data and documents, accountants can get the perspective they need to give better advice, establish a better mix of assets and help shape their client's legacies.

Enterprise grade security

Know that your legacy is safe and secure

Zero-knowledge architecture

You control access to all your information. Not even we can access that data!

ISO 27001 certification

HeirWealth is certified against ISO27001, known globally as the gold standard for information security management systems.

24/7 security monitoring

Take comfort knowing your data is secured by encryption at rest and all API and web traffic is encrypted in transit.

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."

"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."

"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."

"I feel a great sense of comfort in knowing that HeirWealth prioritises security and is helping to protect my assets and legacy."

Questions? We have answers

HeirWealth is a platform for families and their trusted advisers.

We support a range of professional advisers from accountants, private bankers, lawyers, estate planning specialists, consultants and financial advisers.

To find out more about how this works, contact us at info@heirwealth.com

Yes, you certainly can. HeirWealth allows you to run reports for your clients on their current and past wealth position.

We also allow you to generate a number of reports including balance sheets, insurance contents schedule reports and expression of wish reports.

Our white label solution is available for professionals who want to ensure their brand is front and center of client conversations and that HeirWealth blends in with their current tech ecosystem.

We work with accountants, private bankers, lawyers, estate planning specialists, consultants and financial advisers.

To find out more about how this works, contact us at info@heirwealth.com

It’s very easy to sign up with HeirWealth.

To book a Call with Sales, please visit this calendly link

For more information, contact HeirWealth via info@heirwealth.com

HeirWealth is a platform that helps family offices and trusted advisers better manage their wealth and intergenerational asset transfers.

The platform, and fully customisable dashboard, creates a living picture of a user’s wealth across 40+ asset classes.

The combination of our suite of integrations and data providers ensures that HeirWealth provides users with automated daily asset valuations in a secure environment.

To book a Call with Sales, please visit this calendly link

For more information, contact HeirWealth via info@heirwealth.com

HeirWealth is built using a zero-knowledge architecture, which means that even our developers and your advisers cannot access your encrypted personal information, unless you allow them access.

Only the people you grant permission will have access to your information.

For more information, contact HeirWealth via info@heirwealth.com

Your personal data is securely stored in a Microsoft Azure cloud database, which is located in the country where you registered your HeirWealth account.

This means if you signed up in Australia, your data will be stored in Australia.

For more information, contact HeirWealth via info@heirwealth.com

No, your personal identifiable data will not be sold or shared. You can however share it with people you grant access to, such as a family member or your adviser on the HeirWealth platform.

HeirWealth encrypts all your data and stores it in a secure location.

However we may share deidentified customer data with trusted third parties that assist us in delivering and improving the HeirWealth app.

These service providers are contractually bound to protect the confidentiality and security of your deidentified personal information.

For further details, please see our privacy policy.

At HeirWealth, we only collect the necessary data to run HeirWealth, and retain all data under a strict security environment.

The data we collect is either provided directly by you or your financial institution, only after you have provided your consent.

For more information, contact HeirWealth via info@heirwealth.com

HeirWealth’s platform provides Open Banking integration which allows users to automatically synchronize financial data and perform daily valuations.

HeirWealth has Open Banking regulatory approvals in Australia and the United Kingdom.

HeirWealth integrates with numerous investment product providers through our integration with Envestnet | Yodlee and a suite of native integrations that includes BGL, Xero and coming soon, Myob and Macquarie.

Alongside these direct integrations, HeirWealth also has data providers for daily pricing of over 150,000 global financial instruments in 170 currencies.

To book a Call with Sales, please visit this calendly link

For more information, contact HeirWealth via info@heirwealth.com

If you need to change the number of users associated with your account, you can do so at anytime.

Primary controllers are able to add or delete users and change their permissions within the user section of the family group page.

For any further information on this, please get in contact with us at info@heirwealth.com

To learn more about HeirWealth’s pricing please book a call with sales.

To book a Call with Sales, please visit this calendly link

Didn’t find the answer you are looking for? Contact our support