Thornton Family
Risk Score increased to 78 — family briefing overdue
For Advisors
The morning briefing that changes how you run your book.
Heritance gives advisors daily intelligence on every heir relationship — who needs attention, who's engaging, and where the next conversation should happen. Built on top of the CRMs you already use.
advisor.tryheritance.com
Good morning, Sarah
Urgent
Clarke Household
No heir engagement in 45 days
Engagement
James Harrington
Completed Module 4 — Estate Planning
Sophia Sterling
Set a new goal: First home purchase
Alexandra Cavendish
Added sustainable investing to preferences
Wins
Oliver Pemberton turned 25 yesterday
Personal note sent via automated birthday workflow.
3 other items in your queue →
The Advisor's Operating System
Data becomes decisions. Decisions become relationships.
Heritance continuously ingests heir behaviour across the entire household — every completed lesson, every simulator run, every new preference, every milestone reached. That raw signal becomes structured intelligence on the advisor side, surfaced at exactly the moment it matters. No more hunting through dashboards for the one relationship that needs attention today.
Every insight on the platform ties back to a real moment in the family's life. A birthday prompts a note. A completed Estate Planning module prompts a family briefing. A new sustainable investing preference prompts a portfolio conversation. Heritance turns the quiet signals of an engaged heir into a clear next action — one that ends in a stronger relationship, not a missed opportunity.
advisor.tryheritance.com
Good morning, Sarah
Urgent
Thornton Family
Risk Score increased to 78 — family briefing overdue
Clarke Household
No heir engagement in 45 days
Engagement
James Harrington
Completed Module 4 — Estate Planning
Sophia Sterling
Set a new goal: First home purchase
Alexandra Cavendish
Added sustainable investing to preferences
Wins
Oliver Pemberton turned 25 yesterday
Personal note sent via automated birthday workflow.
3 other items in your queue →
Feature One
Start every morning with clarity.
The morning briefing surfaces the three categories every advisor needs — urgent relationships at risk, engagement opportunities worth pursuing, and wins worth celebrating. No dashboards to hunt through. No reports to build. Just clarity, every day.
- Birthday alerts for heirs across your book
- Risk scoring factoring advisor-heir age gaps
- Engagement flags when heirs interact with preferences
advisor.tryheritance.com/households/thornton
Thornton Household
Primary Client
Robert Thornton, 72
Spouse: Margaret Thornton, 70
Heirs
James Thornton, 45
Sophia Thornton, 38
AUM
$12.4M
78/ 100
Risk Score
+12 last month
Risk Breakdown
Last updated 2 hours ago
Advisor-Heir Age Gap27 years
High
Heir Engagement (last 30 days)2 interactions
Moderate
Family Briefing (last held)11 months ago
High
Relationship Depth3 / 10
High
Risk Score — last 6 months
Suggested Actions
- Schedule family briefing within 30 days
- Invite James to portal
- Assign junior advisor for age-gap bridge
Feature Two
See the risk before the transfer.
Heritance calculates a proprietary risk score for every household, identifying which heir relationships are at greatest risk of walking when assets transfer. Early visibility means early action.
- Composite scoring across engagement, age gap, and relationship depth
- Historical trends showing score movement over time
- Actionable recommendations tied to every risk flag
The Work of Wealth Management
Every advisor builds a practice. The best build a legacy.
Heritance is how the best firms make that legacy outlive the market that built it.
advisor.tryheritance.com/briefings/new
Schedule Family Briefing
Household
Thornton Family
Attendees
Robert Thornton
Primary Client
Margaret Thornton
Spouse
James Thornton
Heir, 45
Sophia Thornton
Heir, 38
April 2026
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Time
3:00 PMEST
2:30 PM3:00 PM3:30 PM
Meeting type
In-person
Video
Phone
Google Meet link will be sent
Briefing Agenda
Pre-built template — 60 min
- 1Welcome and family updates10 min
- 2Portfolio review15 min
- 3Estate planning update15 min
- 4Heir goals and preferences review15 min
- 5Next steps and action items5 min
Feature Three
Turn moments into meetings.
When a heir completes a milestone or adds a new preference, Heritance surfaces it as a natural conversation opportunity. Schedule family briefings directly from the platform with calendar sync.
- Automated prompts based on heir activity
- Calendar integration with Google and Outlook
- Complete briefing history per household
advisor.tryheritance.com/compliance/audit
Consumer Duty Audit Trail
All households
Last 30 days
All activities
Date & TimeHouseholdActivityAdvisorOutcome
Apr 15 2026, 10:42 AMThornton FamilyFamily briefing scheduledSarah MitchellScheduled for April 24
Apr 14 2026, 3:15 PMClarke HouseholdRisk score updatedSystemScore: 62 → 68
Apr 14 2026, 9:08 AMHarrington FamilyHeir invitation sentSarah MitchellDelivered to James
Apr 13 2026, 4:50 PMPemberton TrustPortfolio review completedSarah MitchellMeeting notes logged
Apr 13 2026, 11:20 AMCavendish EstatePreferences reviewAlexandra CavendishESG preferences updated
Apr 12 2026, 2:35 PMSterling FamilyGoal addedSophia SterlingFirst home purchase
Apr 12 2026, 10:00 AMThornton FamilyMorning briefing viewedSarah Mitchell—
Feature Four
Every interaction. Every decision. Logged.
Heritance automatically logs every heir engagement, every briefing, every action taken — building a Consumer Duty compliant audit trail without additional advisor workload.
- Automatic logging of heir activity
- Exportable compliance reports
- Full regulatory audit trail
CRM Integrations
Built on top of the tools you already use.
Redtail CRM
Redtail is our first native integration.
Heritance appears as a panel inside Redtail. Bring the morning briefing, risk scores, and heir engagement signals directly into your daily Redtail workflow.
- Native Redtail panel
- Two-way data sync
- No user additions required
Wealthbox
Wealthbox integration coming this summer.
Heritance extends into Wealthbox as a native component with full feature parity — morning briefings, risk scoring, heir engagement tracking.
- Native Wealthbox component
- Full feature parity
- On Wealthbox's API roadmap
Salesforce AppExchange
Salesforce FSC as the long-term home.
Heritance as a native Salesforce Financial Services Cloud component, positioned for enterprise wealth management firms via the AppExchange.
- Salesforce AppExchange roadmap
- Financial Services Cloud native
- Enterprise-grade permissioning
Built for Scale
Infrastructure that grows with your firm.
From a solo practice to a multi-billion dollar book — Heritance operates at every scale of wealth management.
Quick to deploy
Go live in weeks, not months. Our team handles setup and data migration.
Enterprise security
SOC 2 framework, role based access, encryption at rest and in transit.
A partner, not a vendor
Ongoing support, feature co-creation, and regular firm insights.
Ready to change how you retain relationships?
Book a 30-minute demo and see how Heritance fits into your firm's workflow.