Real Value-Financial Services Firms

LegacyTracker is a white label or co-branded solution that enables financial, professional and member based organizations to provide a branded personal financial management & organizing tool to their clients (and future clients) 

..We think it`s the ultimate in Win/Win solutions for:

Wealth Management Firms & their Financial Advisors 

We believe that offering LegacyTracker to your clients will lead to success in a number of key areas:

Increased Revenue from Existing Clients by increasing opportuntities to maximize investments & generally `do more` with enhanced collaboration & a more focussed approach to proactive financial & estate planning.

Increased Revenue from greater success in attracting new clients by differentiating & by increasing referrals from existing (happy) clients  

Reduced risk of client loan defaults from clients being more focussed on net worth not just assets

Increased client retention from reducing the risk of intergenerational transfers by building loyalty & showing `family`advocacy not just client advocacy . 


Reduced cost of marketing by increasing client retention, gaining better insight into clients needs and by allowing for more regular communication between Advisors & Clients. 


Here`s why & how:

Stand out

Providing clients with a secure & simple solution for organizing & documenting their important info is a meaningful way to enhance their peace of mind while differentiating your brand in a busy marketplace; a key way to show clients that they matter by showing  client advocacy. As well, clients value technologies for helping them manage their busy lives. 

Enhance your client’s ability to reach their goals.

Enabling Clients with a tool to track their net worth means helping them become more empowered with their own information & enabling them to get from under their paperwork to become more proactive. Built in Alerts & Reminders encourages ongoing communication as long as a more focussed approach to planning & ultimately, a greater chance of success-for both Client & Advisor !

Better Organized Clients are Better Clients

Better organization means more clarity which can lead to better focus and better collaboration with clients. Better collaboration means better engagement in building a plan, enabling opportunities to eliminate any possible gaps in that plan and making overall asset or risk management more efficient. The flexible sharing options built into LegacyTracker allows clients to share any of their information templates with advisors as they wish.

Provide a BIG Picture View for Clients 

Clients expectations are changing & they want more.Providing clients with a personal financial organizing solution that offers a 360 degree view of where they are and how they are progressing towards their goals... ìs more`. 


Clients are also more technology enabled and are biased towards offerings that are more technical in nature, LegacyTracker is also an opportunity to enhance financial literacy along the path-we supply the templates/you supply the knowledge/options and support

Enhance Emergency Preparedness for Clients but also their Families & heirs

Helping clients safeguard their assets by safeguarding the important information & documents that relate to those assets reduces the risk that those assets will become unclaimed or reduces the risk that can come from additional delay, expense that can come when information is not readily available.  This is particularly meaningful today when there is increasing risk from all types of emergency situations including death, incapacity, natural or physical disasters. ...priceless for everyone in the family including heirs.

Help clients facilitate important family conversations 

Too often important family conversations about estate planning or final wishes are being put off until it`s too late. LegacyTracker helps Advisors navigate clients through the process & clarify  what they need to consider, decide, discuss & share .The flexible sharing options allow information to be shared, saved or printed as they wish. The process also allows an opportunity for Advisors to show value to the next generation and or reach out.