For Heirs
The first wealth platform built for how heirs actually think.
Heritance treats the next generation as clients in their own right — years before any transfer event. Real engagement. Real education. Real relationship.
Good morning, James
Let's make it count.
Today's Daily Game
Wealth Wordle
Yesterday's streak: 12
Weekly Challenge
Portfolio Diversification
Wealth Academy
Continue your learning
World 2 · Investment Fundamentals
Weekly Wealth Report
Your Sunday report is ready
Wealth Simulator
Try a new projection
Your Advisor
Sarah Mitchell
Meridian Wealth Partners
Built Around the Heir
Not a login. An experience.
Every other wealth platform treats heirs like spreadsheet viewers. Heritance treats them like clients. The heir portal is where the next generation actually builds their financial identity — through education, simulation, personality profiling, and genuine engagement.
The result: when inheritance eventually happens, the relationship is already there. Built over years, not minutes.
Feature One
Their future, made visible.
Every heir's first meaningful interaction with family wealth happens in the simulator. Project inheritance outcomes across bear, base, and bull scenarios using real market data — S&P 500, NASDAQ, Gold, and stable income. Aggressive, balanced, or conservative — the heir chooses.
- Live market data integration
- Contribution toggles and scenario comparison
- Fund recommendations tailored to profile
World 1
The Basics
World 2
Investment Fundamentals
World 3
Estate and Legacy
Feature Two
Financial literacy, actually engaging.
Three worlds. Fifteen levels. Duolingo-style learning paths that teach heirs what they need to know — from the basics of investing to the nuances of estate planning. Streaks, XP, Wealth IQ, and milestones turn learning into a daily habit.
- 150 lessons across three worlds
- Wealth IQ score that grows with engagement
- Weekly challenges and seasonal events
The Next Generation
They think differently. They invest differently. They deserve a platform built for them.
Heritance is the first platform designed around how the next generation actually engages with wealth.
Feature Three
Answers, on demand.
The AI wealth assistant answers every heir question in plain English — from 'what is a trust' to 'how does compound interest work.' Available 24/7, always kind, never condescending.
- Trained on wealth management fundamentals
- Personalised to the heir's learning level
- Always available, always on-brand
You are
A Visionary
Bold, growth-oriented, and future-focused.
Your archetype
What this means for you
Your investment style
- Growth-oriented
- Higher risk tolerance
- Long-term horizon
- Open to alternatives
How your advisor will use this
Feature Four
Know who they are. Before they inherit.
The financial personality quiz segments every heir into one of four archetypes — Guardian, Builder, Visionary, or Explorer. The result flows directly to the advisor platform, giving advisors real insight into how each heir will approach inherited wealth.
- Ten-question assessment grounded in wealth psychology
- Visible on the advisor's household page
- Updates over time as preferences evolve
Keeping Heirs Engaged
The small things that build the big thing.
Daily Games
Wealth Wordle, Price Tag, Higher or Lower, Mystery Mogul. Refreshes every day.
Weekly Challenge
A new scenario question every Monday. 20 puzzles in rotation.
Weekly Wealth Report
Personalised report every Sunday with markets, projections, and progress.
Heritance Wrapped
Spotify Wrapped for the heir's financial year.
Real Stories
Anonymous case studies from real heirs. Lessons from the great wealth transfer.
Family Leaderboard
When siblings are on Heritance, they compete and learn together.
Built to Last
Every feature builds toward the same thing — a heir who stays.
The academy, the simulator, the games, the wrapped — every touchpoint is designed to deepen the heir relationship year over year.
Active Goals
Three goals on track.
Buy first home
$500,000 target
Emergency fund
$50,000 target
Start a business
$200,000 target
Your advisor knows
Sarah Mitchell has your latest goals
Last updated 2 hours ago
The Advisor Connection
Every action builds the relationship.
When a heir completes a preference, sets a goal, or finishes a lesson, the advisor knows. The relationship strength indicator on the advisor platform grows in real time — turning passive data into active conversation starters.
Mobile first
The heir portal is built for phones first, web second. That's how this generation engages.
Privacy protected
Heirs only see what the advisor shares. Parents' sensitive data stays private.
Genuinely loved
Heirs actually use Heritance. That's the single most important thing a wealth platform can say.
Ready to give heirs a reason to stay?
Book a demo and see the heir portal in action.