Cadence

Cadence for Financial Advisors

Take client

connection to

the next level

Make a lasting difference in your clients' lives with Cadence's

powerful estate management capabilities.

Request Demo

The competitive landscape is making it ever more

important to stand out from the crowd.

Clients expect
tailored services
from their advisors

You don’t always have the
tools or the time
to provide it

Generating
meaningful touch-points
is a challenge

Stand out by making complex processes

simpler and giving clients peace of mind .

Legacy Planner

Secure digital vault for storing essential plans and information

Education on the whys & hows of planning ahead

Ability for end users to engage with their trusted professionals

Seamless digital handoff to executor

Go to Legacy Planner

Executor Assistant

Personalized task lists for executors based on key estate details

Step-by-step instructions and guidance that's reflective of location & circumstance

On-demand support from Certified Executor Advisors

Go to Executor Assistant

Provide 'best-in-class'

meaningful conversations

Be there for transitions

Retain beneficiaries

Provide a 'best-in-class' client experience

Give your clients the confidence to look forward with innovative estate management solutions that will make their lives simpler, all while showcasing your brand.

Spark meaningful conversations

Cadence facilitates important conversations to help create better financial plans and provide confidence to clients.

Be there for major life transitions

Stay up-to-date on key information, allowing you to proactively anticipate needs and provide the best support possible.

Retain beneficiaries

Organically spread awareness about your support when clients invite family members and professionals to collaborate on their case.

What people are saying

"Cadence is an extension of our service to families, it has been a real win-win partnership. By simplifying the paperwork and details of estate documentation, they save the family so much time and stress. We highly recommend their services."

Alexa

"This service was super helpful. When I didn't know where to start with my Dad's estate, my advisor walked us through step by step in a friendly and helpful way. The system is personalized and very user-friendly, and gave me confidence as I moved through what could have been a complicated and overwhelming process. I'm thrilled!"

Adam

"As Cadence does not provide legal services, they are able to connect me as the lawyer with ideal clients. I absolutely love that the team at Cadence and I share the same passion for guiding people through this difficult time."

Robert

"Very friendly and understanding staff. The web site is very helpful for the executor of a will. Thank you!"

-kamron-