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.


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

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

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Provide 'best-in-class'

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meaningful conversations

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Be there for transitions

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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.

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-

Request your demo today.


Let us help you take client service to the next level.

Our team is ready and excited to explore how

Cadence can power your goals.


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