Elevating estate planning and wealth retention

Strengthen relationships with clients and their families, retain wealth under management, and optimize your operations with Cadence.

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Empowering advisors to build lasting relationships

Cadence helps wealth advisors provide exceptional estate management services while deepening connections with clients and their successors. By simplifying estate transitions and offering ongoing support, you can position your practice as a trusted, long-term partner.

Streamline estate processes

Retain assets under management

Build relationships with potential clients

Solutions to drive advisor success

Cadence equips you with the tools you need to grow your practice, strengthen client loyalty, and seamlessly manage complex estate processes.

Legacy Planner

Help clients simplify estate planning with tools that give them confidence while positioning you as an indispensable advisor.

Executor Assistant

Provide executors with clear, step-by-step instructions and expertise, reducing their stress while maintaining your role as a trusted resource.

EasyNotice

Demonstrate your care and professionalism by reducing the administrative burden of a loss with automatic death notifications to essential agencies.

Grief support

Provide thoughtful resources to families in their time of need, helping you build meaningful relationships with potential clients.

One-on-one support

Ensure clients feel supported through their executor journey with knowledgeable guidance available from Estate Specialists.

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How Cadence supports your success

Foster connections with the next generation

Strengthen trust with your clients’ families by offering thoughtful support during end-of-life transitions.

Differentiate your practice

Offer high-value tools and resources that set you apart from competitors.

Retain wealth under management

Keep assets within your practice by delivering exceptional service to successors. 

Why choose Cadence?

Optimize your service offerings

Enhance practice revenue

Strengthen long-term client loyalty

Attract and retain high-value clients with innovative, compassionate services.

Consolidate estate planning, executor support, and client care tools into a single, efficient platform.

Build deeper relationships with clients and their families to retain wealth across generations.

Let Cadence help you grow

Schedule a demo to see how we can help you build stronger client relationships.