Private Client

Private Client

Inheritly

Inheritly simplifies family wealth management and estate planning by providing a secure platform to consolidate and track assets. With intelligent features and a user-friendly interface, Inheritly streamlines the organization of family wealth, enabling efficient estate planning and a comprehensive overview of assets.

Technology Stack

Inheritly
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Effortless Investment Data Aggregation

Inheritly simplifies the process of consolidating your investment data from multiple sources, providing a comprehensive overview of your family's wealth in one centralized platform.

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Track Your Favorite Securities

Stay on top of your preferred investments with Inheritly's intuitive tracking feature, allowing you to monitor the performance of your favorite securities and make informed decisions

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Add Every Investment with Ease

Inheritly makes it effortless to add and manage all your investments, regardless of their type or location, empowering you to maintain a complete and accurate picture of your family's assets.

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Generate Wills using AI

Leveraging the power of artificial intelligence, Inheritly simplifies the process of creating wills, ensuring that your family's assets are distributed according to your wishes and minimizing potential legal complexities.