Cadence for Financial Professionals

Take client connection to the next level

Make a lasting difference in your clients' lives with Cadence's powerful estate management capabilities.

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The competitive landscape is making it ever more important to stand out from the crowd.

Clients expect tailored services from their advisors
You don’t always have the tools or the time to provide it
Generating meaningful touch-points is a challenge

Stand out by making complex processes simpler and giving clients peace of mind.

Legacy Planner

Secure digital vault for storing essential plans and information
Education on the whys & hows of planning ahead 
Ability for end users to engage with their trusted professionals
Seamless digital handoff to executor

Executor Assistant

Personalized task lists for executors based on key estate details
Step-by-step instructions and guidance that's reflective of location & circumstance
Document auto-filling to speed up paperwork
On-demand support from Certified Executor Advisors

Make next-level client connections the core of your growth strategy.

Provide a 'best-in-class' client experience

Give your clients the confidence to look forward with innovative estate management solutions that will make their lives simpler, all while showcasing your brand.

Spark meaningful conversations

Cadence facilitates important conversations to help create better financial plans and provide confidence to clients.

Be there for major life transitions

Stay up-to-date on key information, allowing you to proactively anticipate needs and provide the best support possible.

Retain beneficiaries

Organically spread awareness about your support when clients invite family members and professionals to collaborate on their case.

What people are saying

Schedule your free consultation today.

Ready to see what Cadence looks like in practice? We'd love to chat. Sign up for our demo today, and we'll give you an obligation-free quote tailored to your business needs.