What sets us apart?

We are the first and only white-labelled
Fiduciary Platform.
We are the first and only white-labelled Fiduciary Platform.
We are brand agnostic, so we do not force the use of any “preferred” providers. We offer agent and broker access for personalised engagement and campaign management and reduce the attrition of your Wills bank and related products.
Our Enterprise Platform gives you the ability to stay up to date with current technological advancements, and we deliver the same amount of Wills with only one-third of the staff.
With an integrated user interface via pre-defined touchpoints throughout the process, we start digital and end with digital.
We are about user-friendly functionality

Our white-labelled Platform and Agent log-in functionality lets anyone plug in their Fiduciary and Legal professionals to scale their operations.

  • Our platform empowers your business to engage, at scale, with the entire spectrum of the population, not just High Net Worth clients who have access to advisors.
  • Our platform help your business diversify its income streams and increase margins from the data you collate with your clients.
  • We offer the best of both Technology and access to expert personnel if needed.
  • Our technology improves efficiencies to do more with the same number of people.
Ultimately, customers get access to a quality Will from  anywhere, at anytime.

Book a Demo