Thornton Family
Risk Score increased to 78 — family briefing overdue
The Intelligence Layer
The AI that turns heir data into advisor action.
Heritance Intelligence is the always-on advisor co-pilot — surfacing the right conversation, the right moment, the right household, every morning.
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 →
Heritance Intelligence
Built for advisors. Grounded in real relationships.
Heritance Intelligence is the AI engine behind every feature on the platform — the morning briefing, the risk score, the engagement flag, the heir assistant response. It reads the signals your heirs leave behind and turns them into specific, named next actions for the advisor who owns that relationship.
Intelligence learns from each firm's heir interactions and sharpens over time. The more your advisors use Heritance, the more specifically the recommendations fit your book, your clients, and your language. It is infrastructure that compounds.
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
From a hundred data points to three actions.
Every morning, Intelligence looks across every heir in your book — every engagement, every milestone, every signal — and produces three categories: urgent, opportunity, and celebration. Not a dashboard. A decision.
- Prioritisation of urgent household signals
- Context-aware recommendations tied to firm voice
- Natural-language summaries advisors can act on in five minutes
Wealth Assistant
Hi James, I'm your Heritance Wealth Assistant. Ask me anything — from “what's a trust” to “how does compound interest work.”
What's a Roth IRA?
A Roth IRA is a retirement account where you contribute money after paying taxes. The key benefit — all future growth and withdrawals in retirement are completely tax-free. Would you like me to explain when a Roth makes sense vs a Traditional IRA?
Ask anything...
Feature Two
The educator every heir deserves.
The Heritance AI Wealth Assistant answers every heir question in plain English — trained on wealth management fundamentals, tuned to the heir's level, and always kind. It is the companion every heir deserves and most never get.
- Plain English explanations across every heir's learning level
- Trained on wealth management fundamentals
- Never condescending — built for how heirs actually ask
Intelligence at Scale
Every firm gets sharper. Every advisor wins time back.
The more your firm uses Heritance, the more valuable Intelligence becomes — tuned to your book, your clients, your language.
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 Three
Proactive signals. Not static dashboards.
Intelligence is always looking for changes in pattern — a drop in heir engagement, a preference that just got added, a simulator scenario that shifted. Every pattern change becomes a proactive signal to the advisor who needs it.
- Engagement pattern recognition across every household
- Relationship strength scoring over time
- Automated action recommendations tied to each signal
advisor.tryheritance.com/firm-intelligence
Firm Intelligence
Last 90 days
Total households
847
+12At-risk households
62
−9Avg engagement score
73/100
+4Heir retention (projected)
84%
+3Firm Risk Score Trend
▼ −9 ptsEngagement by Advisor
Sarah M.
86
David H.
81
Priya N.
78
Marcus R.
72
Elena R.
68
Advisor Leaderboard
5 of 17AdvisorHouseholdsAvg EngagementAt-RiskHeir Invites
Sarah Mitchell
4186
David Huang
3881
Priya Narayanan
3578
Marcus Reed
4272
Elena Rossi
2968
Feature Four
Across every advisor. Across every household.
Intelligence scales from one advisor's book to firm-wide. Firm leaders see which advisors are engaging well, which households sit in risk, and where to focus coaching and capacity. Every layer of the firm gets the same system of intelligence.
- Firm-level engagement analytics and benchmarks
- Cross-advisor benchmarking across your team
- Organisational learning loops — lessons that compound
Human-First AI
Intelligence that serves relationships, not replaces them.
Heritance Intelligence amplifies what great advisors already do. The human decides. The AI prepares.
Save hours weekly
Advisors replace the Monday morning sweep with a five-minute briefing tied to real signals.
Catch every opportunity
Engagement signals become conversations. Conversations become retention.
Compliance built in
Every recommendation is logged. Consumer Duty audit trail is ambient.
Ready to put AI to work?
Book a demo and see how Heritance Intelligence fits into your firm's morning.