Familial for Advisors

Familial aims to make long-term planning approachable and easy. Familial can help advisors…

  • Strengthen client relationships

  • Build connections with family members

  • Improve AUM retention

See how Familial can help your clients.

In the advisor view…

✔ Monitor client progress and activity

✔ See when authorized viewers are added

✔ View client assets when granted access

How does Familial work?

Our easy-to-use interface organizes financial and household information, simplifying long-term planning for everyone involved.

  • Familial provides a huge value and is a unique tool that is not being provided by our current planning & estate technology partners.

    - Hamilton, advisor in his 40s

  • One client had never engaged on this topic and generally avoided it, but with Familial, they started long-term planning for the first time.

    - Financial Advisory Partner

As featured in…

Who benefits from Familial?

✔ Financial advisors

✔ Family and multifamily offices

✔ Estate attorneys

✔ Professional trustees

✔ Insurance professionals

✔ Accounting professionals

Interested in learning more? Please fill out this form and we’ll reach out.