Cadence offers your clients step-by-step guidance for organizing their affairs, so that every asset, every account, all important information is documented, up-to-date and organized.
Two-factor authentication, data encryption, cloud-based hosting services with industry-leading providers mean you can rest easy knowing clients’ data is private and secure.
We offer complementary marketing assets featuring your brand, like printable two-page explainers and landing pages. Your staff can also access online webinars and resources showcasing our tools.
Invite clients with the click of a button. Easily edit or change permissions. API integrations mean that business users can avoid repetitive sign-ins and duplicate data entry.
Planning is half the battle of estate settlement. Through our end-to-end solution, you can encourage your clients to plan ahead and give their executor the tools they need.
Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.
Your client proceeds through the app at their own pace, adding relevant information about accounts, IDs, key documents, and password locations. In the process, they’ll learn why each piece of information is important and how it would be used in the event of their death.
Working together, you and your client assess their plan on a regular basis to pinpoint any potential issues or opportunities. Through ongoing collaboration, they can stay the course for achieving their financial goals.
