Pricing that scales with family groups, not surprises.
Atlas is priced per user / year. A user is a member of your team who builds and runs reporting, so you pay for people doing the work, not for every client on your book
HeirWealth Family Portal is priced separately, per family group / year. Run either on its own, or combine them so one set of live data powers both your reporting and your client experience.
Implementation is a one-off covering feed setup, data ingestion and report configuration.
Exact numbers for your firm size, on one 30-minute call.
Start with a small number of seats and your most complex family groups, not your whole book.
Prove the reporting, then scale. No obligation, no generic quote.
Questions? We have answers
How does HeirWealth's pricing work?
Atlas is priced per user, per year. A user is a member of your team who builds and runs reporting, so a three-adviser reporting team is three seats, regardless of how many clients they report on. The HeirWealth client portal is priced separately, per family group, and works on its own or alongside Atlas. Implementation is a one-off covering feed setup, data migration and reporting configuration, and whitelabelling is available on firm plans. Book a demo for exact numbers for your firm size.
We need to change the number of users. How will that work?
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
What technology integrates with HeirWealth?
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
What financial data do you collect?
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
Do you sell or share my personal information?
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.
Where is my personal information located?
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
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