Integrate & Resell Inheritus

A secure, API-first platform for delivering end-of-life, legacy, and life-transition readiness embedded directly into your product.

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Why Tech Providers Partner with Inheritus

Inheritus adds a life-critical layer to your platform – helping your users organize, protect, and transfer vital information before, during, and after major life events.

Partners choose Inheritus to:

  • Make life events a core feature, not an edge case

  • Increase retention as customers’ lives change

  • Stay relevant through marriage, children, retirement, incapacity, and death, instead of losing users when their needs shift to legacy and estate topics.

  • Integrate via modern APIs without rebuilding your data model or UX from scratch, keeping your team focused on core fintech, benefits, or insurance capabilities.

  • Unlock new, recurring revenue streams

  • Package Inheritus as a premium add-on, include it in upper tiers, or bundle it into enterprise offerings for group benefits, wealth, or insurance clients.

  • De-risk sensitive, high-stakes data handling

  • Rely on a platform purpose-built for secure document storage, role-based access, and event-based sharing, instead of bolting this onto general-purpose storage or notes.

Platform Overview

Inheritus is built to integrate as a secure, extensible layer under your existing product. The platform organizes personal, financial, legal, and legacy information so it can be accessed by users and their designated contacts when it matters most.

Core capabilities include:

  • Secure user vaults for documents, accounts, contacts, and instructions
  • Role-based access for trusted parties (family, advisors, executors, HR, and more)
  • Event-triggered access logic (death, incapacity, retirement, employment transition)
  • Transition from planning to settlement, supporting both preparation and actual estate resolution
  • White-label and co-branded delivery options to keep your brand front and center

Integration Models

Choose the model that fits your product roadmap and go-to-market strategy.

Embedded Experience

Embedded Experience

Surface Inheritus directly inside your application via embedded UI, widgets, or deep links.

Best for: HRTech, BenefitsTech, WealthTech.

API-Driven Integration

API-Driven Integration

Use our RESTful APIs to provision users, sync metadata, and manage life-cycle events and access rules from your existing systems.

Best for: FinTech, Insurtech, LegalTech.

White-Label Platform

White-Label Platform

Offer Inheritus as your own branded solution with full platform continuity.

Best for: Enterprise platforms, associations, marketplaces that want a cohesive, branded legacy experience.

Referral & Resale

Referral & Resale

Resell Inheritus subscriptions or bundle access into premium plans for employees, policyholders, or clients.

 

Best for: Vertical SaaS, service marketplaces

Developer & API Capabilities

Inheritus is designed for modern, API-first integration with security and scalability at the core.

  • User provisioning and deprovisioning from your system of record
  • Account linking and SSO for a seamless, branded experience
  • Metadata and lifecycle status syncing for users, policies, plans, and accounts
  • Event notifications and webhooks for triggers such as death, incapacity, retirement, or employment change
  • Usage reporting and entitlement management for partners and downstream clients

Security, Privacy & Compliance

Trust is non-negotiable when handling end-of-life and financial information.

  • Encryption at rest and in transit (includes SQL Server with Always Encrypted, HTTPS, TLS)
  • Role-based & conditional access controls and key management for different trusted parties
  • Secure document storage and retrieval with audit support
  • Privacy-first data architecture designed to minimize exposure and support regulated use cases
  • Alignment with common regulatory and compliance expectations in financial, insurance, and legal contexts
  • Inheritus does not replace partner compliance programs but is designed to integrate seamlessly within them, supporting regulatory alignment without increasing operational or data-handling risk.
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Monetization & Commercial Models

Inheritus supports flexible commercial models aligned to platform economics and ARPU goals.

  • Per-user or per-account pricing for employees, policyholders, clients, or members
  • Revenue share on resale or upsell
  • Bundled or tier-based access as part of premium or enterprise plans
  • Enterprise licensing for large employers, associations, and platforms

We work with partners to align pricing to your customer lifecycle, distribution model, and monetization strategy.

Go-to-Market Support

We don’t just integrate—we help you launch and scale adoption.

  • Integration planning and technical onboarding with your product and engineering teams
  • Co-marketing and positioning guidance for your specific vertical and audience
  • Sales enablement resources for benefits brokers, advisors, and enterprise sales teams
  • Ongoing platform support as your usage grows and your product evolves

Built to Strengthen Partner Platforms

Choose the model that fits your product roadmap and go-to-market strategy

If your platform supports people through life events, financial decisions, employment transitions, or family planning and settlement, Inheritus can extend your impact with a secure, legacy and transition layer.

Talk to our Partnerships Team

Let’s map your roadmap to the right partnership model and launch plan.

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Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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