Unlock Hidden Wealth: How Estate Planning Software Maximizes Share of Wallet

2024 1 min read

For wealth managers, the key to growth isn’t just acquiring new clients—it’s maximizing value from existing ones. Yet too often, invisible assets like unreported collectibles, real estate, or offshore accounts go undiscovered, leaving revenue opportunities on the table. Estate planning software from Inheritus.com provides a way to uncover these assets and integrate them into financial strategies.

The Hidden Wealth Problem

Many clients’ estates include assets that remain unreported until crises arise. These invisible assets could be monetized or even securitized to enhance a client’s financial portfolio, yet wealth managers rarely have tools to surface this value proactively.

How Inheritus.com Drives Results

Our software helps clients populate their estates, providing a full picture of their wealth and surfacing hidden opportunities. Wealth managers can:

  • Capture invisible assets to offer more holistic financial advice.
  • Maximize commissions and fees by integrating all holdings into managed accounts.
  • Provide new insights that deepen client trust and lead to higher wallet share.

Affordable and Easy to Deploy

For just cents per month per client, Inheritus’ platform delivers measurable ROI. Deployment is same-day ready, with change management options for seamless implementation.

Thrive in the Age of the Great Wealth Transfer

With $84 trillion in wealth shifting to new generations, wealth managers who adapt will thrive. Our software appeals to a tech-savvy, modern audience while meeting the universal need for estate planning across wealth levels.

Maximize Your Share of Wallet Today

Don’t let hidden assets remain invisible. Connect with Inheritus.com today to learn how estate planning software can help you uncover untapped potential. Explore our Estate Planning Solutions for Wealth Management firms and drive growth for your practice.

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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