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.