Wealth solutions · Built for financial advisors
Wealth solutions · Built for financial advisors
Better life-event management. More financial advisor capacity.
Better life-event management. More financial advisor capacity.
At a time when profit per AUM is down, your advisors need capacity to grow. Divorce, retirement and the loss of a spouse add more work around existing clients. Uplevyl helps organize that work, so advisors have more time for relationships and growth
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 23,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other rather than replace one another. The same employee, in a different county, can have a completely different set of rights.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 90,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other. The same employee, in a different county, can have a completely different set of rights.
See how Uplevyl helps ->
Industry context: profit per assets under management is down 19% since 2018 in PwC’s global asset-management analysis. PwC, 2025 ↗
Inspired by Marli Ehrman
The work behind every life event
One life event.
And suddenly, your advisor is the switchboard.
The call is just the beginning. Your advisor has to connect the documents, rules, people and
systems—while still looking after the rest of the book.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 23,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other rather than replace one another. The same employee, in a different county, can have a completely different set of rights.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 90,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other. The same employee, in a different county, can have a completely different set of rights.
Documentation
Gather and update the records.
Jurisdictions
Work out which rules apply.
Client context
Understand what matters now.
Experts
Coordinate the right people.
Tools
Keep scattered systems in step.
Documentation
Gather and update the records.
Jurisdictions
Work out which rules apply.
Client context
Understand what matters now.
Experts
Coordinate the right people.
Tools
Keep scattered systems in step.
The work behind every life event
One life event.
And suddenly, your advisor is the switchboard.
The call is just the beginning. Your advisor has to connect the documents, rules, people and
systems—while still looking after the rest of the book.
Documentation
Gather and update the records.
Jurisdictions
Work out which rules apply.
Client context
Understand what matters now.
Experts
Coordinate the right people.
Tools
Keep scattered systems in step.
The work behind every life event
One life event.
And suddenly, your advisor is the switchboard.
The call is just the beginning. Your advisor has to connect the documents, rules, people and
systems—while still looking after the rest of the book.
Documentation
Gather and update the records.
Jurisdictions
Work out which rules apply.
Client context
Understand what matters now.
Experts
Coordinate the right people.
Tools
Keep scattered systems in step.
And another wave of work is coming
And another wave of work is coming
More wealth is moving.
More work is moving with it.
More wealth is moving.
More work is moving with it.
The Great Wealth Transfer is one part of a bigger life-event story. Existing clients will need new decisions, new coordination and more of their advisor’s time.
The Great Wealth Transfer is one part of a bigger life-event story. Existing clients will need new decisions, new coordination and more of their advisor’s time.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 23,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other rather than replace one another. The same employee, in a different county, can have a completely different set of rights.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 90,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other. The same employee, in a different county, can have a completely different set of rights.
19% ↓
Lower profit per AUM since 2018 across global asset management.
Lower profit per AUM since 2018 across global asset management.
Lower profit per AUM since 2018 across global asset management.
PwC · 2025 industry analysis ↗
$54T
Projected to pass to spouses through 2048, with more than 95% going to women.
Projected to pass to spouses through 2048, with more than 95% going to women.
Projected to pass to spouses through 2048, with more than 95% going to women.
Cerulli · U.S. wealth-transfer projection ↗
59%
59%
Of advisor time already goes to administration, compliance and other non-client tasks.
Of advisor time already goes to
administration, compliance and other non-client tasks.
Of advisor time already goes to
administration, compliance and other non-client tasks.
Fidelity · 2025 Advisor Insights Study ↗
Two priorities. One working day.
Two priorities. One working day.
Your advisors need
time for both.
Your advisors need
time for both.
Time to grow
Grow AUM. Improve
profitability.
Grow AUM. Improve
profitability.
Build new relationships.
Deepen existing ones.
Build new relationships.
Deepen existing ones.
Build new relationships. Deepen existing ones.
Time to guide
Support more life-event work.
Support more life-event work.
Manage the decisions, peopleand
follow-through.
Manage the decisions, peopleand
follow-through.
Manage the decisions, peopleand
follow-through.
How Uplevyl helps
How Uplevyl helps
You look after the relationship.
Uplevyl helps organize the work.
You look after the relationship.
Uplevyl helps organize the work.
We built Uplevyl around the coordination that takes your advisors away from clients. Describe the case in a conversation. Get a personalized path through the work. Keep the decisions documented, time-stamped and ready for review.
We built Uplevyl around the coordination that takes your advisors away from clients. Describe the case in a conversation. Get a personalized path through the work. Keep the decisions documented, time-stamped and ready for review.
01 Understand the
case
Start with a
conversation
02 Orchestrate the
work
A path shaped around your client
03 Document every decision
An auditable compliance record
A conversation that understands the case behind the question.
Client context and jurisdiction shape the follow-up questions, so the path starts with the facts that matter.
Natural conversation. Relevant follow-ups. A case shaped around the individual.
01 Understand the
case
Start with a
conversation
02 Orchestrate the
work
A path shaped around your client
03 Document every decision
An auditable compliance record
A conversation that understands the case behind the question.
Client context and jurisdiction shape the follow-up questions, so the path starts with the facts that matter.
Natural conversation. Relevant follow-ups. A case shaped around the individual.
01 / JURISDICTIONAL COMPLEXITY
Context across state lines.
Connect the client’s
circumstances with the places that matter.
Connect the client’s
circumstances with the places that matter.
Connect the client’s
circumstances with the places that matter.
02 / CONVERSATIONAL
Start with a question.
Start with a question.
Describe the situation naturally and explore the next step.
Describe the situation naturally and explore the next step.
Describe the situation naturally and explore the next step.
03 / PERSONALIZED
A path for this client.
A path for this client.
Keep priorities, family context and open questions in view.
Keep priorities, family context and open questions in view.
04 / COMPLIANCE
A record you can review.
Document the decision, rationale, owner and timestamp.
Document the decision, rationale, owner and timestamp.
One advisor. One life event. One case.
One call changes the advisor’s day.
Eleven days after losing her spouse, a client calls her advisor. She lives in Florida and owns property in Illinois. He now has a new set of questions, documents and specialist conversations to coordinate—alongside the rest of his book.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 23,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other rather than replace one another. The same employee, in a different county, can have a completely different set of rights.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 90,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other. The same employee, in a different county, can have a completely different set of rights.
Without Uplevyl
He has to piece together the facts, work out the path and follow up across people and systems.
With Uplevyl
He starts with a conversation, explores a path shaped around the case and keeps a clear record of the decisions and next steps.
Explore this case in the demo ↗
One advisor. One life event. One case.
One call changes the advisor’s day.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 23,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other rather than replace one another. The same employee, in a different county, can have a completely different set of rights.
Without Uplevyl
He has to piece together the facts, work out the path and follow up across people and systems.
With Uplevyl
He starts with a conversation, explores a path shaped around the case and keeps a clear record of the decisions and next steps.
Explore this case in the demo ↗
One advisor. One life event. One case.
One call changes the advisor’s day.
Every state, county, and municipality that can set its own leave, accommodation, discrimination, or unemployment insurance rule is a jurisdiction where an employer's obligations can differ. There are 23,000+ of them, stacked across four layers of law, federal, state, county, city, that layer on top of each other rather than replace one another. The same employee, in a different county, can have a completely different set of rights.
Without Uplevyl
He has to piece together the facts, work out the path and follow up across people and systems.
With Uplevyl
He starts with a conversation, explores a path shaped around the case and keeps a clear record of the decisions and next steps.
Explore this case in the demo ↗
For your technology team, before they ask
For your technology team, before they ask
Built to work with your stack.
Without holding onto client PII.
Built to work with your stack.
Without holding onto client PII.
Built to work with your stack.
Without holding onto client PII.
A useful partner should fit your firm’s way of working. That includes the systems, privacy expectations and oversight behind every client relationship.
A useful partner should fit your firm’s way of working. That includes the systems, privacy expectations and oversight behind every client relationship.
A useful partner should fit your firm’s way of working. That includes the systems, privacy expectations and oversight behind every client relationship.
01 / PRIVACY
No client PII.
A path for this client.
No client personally identifiable information retained between calls.
No client personally identifiable information retained between calls.
02 / INTEGRATION
Alongside your stack.
Designed to work alongside the systems your firm already uses.
Connect the client’s
circumstances with the places that matter.
03 / GOVERNANCE
A traceable record.
Start with a question.
Documented, time-stamped decision support for your firm’s review and oversight.
Documented, time-stamped decision support for your firm’s review and oversight.
Describe the situation naturally and explore the next step.
Decision support informed by public research, advocacy work and licensed sources.
Decision support informed by public research, advocacy work and licensed sources.
Bring your technology team into the conversation ↗
Bring your technology team into the conversation ↗
More room for the work that grows your firm
More room for the work that grows your firm
We’d love to partner with you.
We’d love to partner with you.
Your advisors shouldn’t have to choose between supporting clients through change and making time for growth. Let’s explore how Uplevyl can help your team do both.
01 · GET TO KNOW EACH OTHER
Start with a demo.
Start with a demo.
See the product and talk about the work your advisors face.
See the product and talk about the work your advisors face.
02 · EXPLORE THE FIT
Shape a pilot together.
If there’s a fit, agree on a focused way to explore the value.
If there’s a fit, agree on a focused way to explore the value.
03 · FIND THE RIGHT NEXT STEP
Build from there.
Build from there.
Discuss your workflow, rollout and pricing with your team.
Discuss your workflow, rollout and pricing with your team.
We’ll bring your technology and compliance teams into the conversation, too.
We’ll bring your technology and compliance teams into the conversation, too.