Our disruptive, customer-centric fiduciary services platform plugs in real-time, relevant products to quickly scale your business.
Leverage your existing customer database and up-sell them with cutting edge, value-adding services that provide peace of mind and you with additional revenue streams.
Plug & Play system to go live within 8-10 weeks.
Lifetime access with unlimited updates.
Faster than traditional services.
Update a Will anywhere, any time.
Uses current circumstances to customise a Will.
Fiduciary services advice throughout the process.
Driven by powerful technology.
Direct to customer or plugin agent/advisor.
Identify & fill gaps in customers portfolio.
Identify & fill gaps in customers portfolio.
Paramteric sales of your insurance products.
Checked by fiduciary services experts.