Wealth Management
This is Life.
And Then Life Happens.
Life keeps moving on its own, first jobs, mortgages, promotions, most of it doesn't need anyone's help. Then something breaks through that a person can't get through alone. When that happens, they turn to the one person they already trusted, with their money. Their advisor.
A death. A divorce. A diagnosis. A retirement. In that moment, coordinating what comes next becomes the advisor's job too, whether or not it's billable, because there's no one else in the room.
Inspired by Clara Driscoll's opalescent glass designs at Tiffany Studios.
FOR THE MANAGING PARTNER, COO, OR CLIENT EXPERIENCE LEADER
A single life event unfolds as a stack of decisions, and each layer changes what the one before it meant.
These workflows are highly complex, spanning jurisdictions, eligibility criteria, human experts, and software tools, all rooted in a single decision that has to be made correctly. In widowhood alone, there are at least twenty-two decisions like this one.
The most complex version of this event is disproportionately a woman's. We designed for that version first. Handle the hardest case correctly, and the simpler ones underneath it are already solved.
Can it do what I need
Every line below is a separate manual thread, a call, an email, a form. The advisor has to pull all of it together in sequence, then manually follow up again each time something changes as a result of this life event.
Our research has shown that this coordination loop can run six months or longer, per case.
Same cast of characters. One motion instead of eight.
The exact paperwork her state and county require, identified the moment the life event is confirmed.
Estate attorney, CPA, or specialist, routed
automatically the instant a decision crosses into licensed territory.
Planning software, CRM, custodian platform, other platforms in the stack, called on exactly when each one holds a piece of the answer.
Status updates sent automatically as each decision resolves. No repeat calls. No "any news yet." The one thread that used to run through the advisor now runs on its own.
Is it worth it
