Your Assets,
in one place.
We blend technology with thorough asset management to craft a streamlined digital platform. Our aim is to revolutionize estate planning and wealth tracking, fostering enduring wealth growth for families.
Services
Focus on Simplicity
At Inheritly, we believe that managing your assets should be straightforward. Our platform is designed with a user-friendly interface, ensuring that even those new to estate planning can navigate with ease.
Track all your Assets
Consolidate and monitor all your investments, properties, and other assets in one centralized location. With real-time tracking and detailed analytics, stay updated on the performance of your wealth.
Multi-device support
Manage your estate on-the-go with our responsive design. Whether you're on a desktop, tablet, or mobile, Inheritly adapts, ensuring a seamless experience across all devices.
Security First
Your family's wealth deserves top-tier security. We implement advanced encryption methods and rigorous safety protocols to ensure your data remains protected and confidential at all times.
AI Integrations
Harness the power of Artificial Intelligence to make informed decisions. From AI-powered will generation to retirement planning, our platform uses cutting-edge technology to provide smart recommendations tailored to your financial goals.
Your family assets, visualised.
Our fintech app empowers you to effortlessly manage your family estate. Gain full control over your assets, streamline planning, and make informed decisions. Unlock financial opportunities, collaborate with ease, and secure a prosperous future. Simplify wealth management and embrace the future of estate planning with our intuitive platform.
Try TodayCore features
Effortlessly generate Will templates using our AI Integrations. Ensure your loved ones' financial futures with detailed inheritance plans, while receiving expert guidance tailored to your unique circumstances.
Gain precise insights into your retirement savings and predict future financial needs. Benefit from personalized recommendations to enhance your retirement strategy, and consistently track the growth of your savings to make necessary adjustments.
Manage and monitor multiple portfolios effortlessly from a centralized location. With Inheritly, you can have a comprehensive view of your assets and their performance over time.
Dive deep into detailed views of all your investments, spanning nine distinct categories. Understand their performance, potential risks, and associate them to their relevant entities, all consolidated on our platform.
Achieve a holistic view of various entities like trusts or LLCs within the app. With Inheritly, you can maintain a complete overview, ensuring every aspect of your wealth is accounted for and managed.
Maintain a comprehensive record of all your beneficiaries and update their details seamlessly. With Inheritly, ensure that the right assets reach the right people, fostering a transparent and efficient wealth management process.
Effortless Will creation with AI.
Our app features an AI-powered will generator for seamless estate planning. Say goodbye to complex paperwork and hello to a simplified process. Experience the convenience of creating a comprehensive will with ease, backed by intelligent algorithms. Secure the future of your estate effortlessly and efficiently.
Family-Friendly Simplicity.
Collaborate effortlessly with our app, designed to simplify wealth management for the entire family. Seamlessly track assets, share documents, and make decisions together. Enjoy a user-friendly interface that promotes transparency and strengthens family unity. Experience hassle-free collaboration while securing a prosperous future.
Trusted Globally
“Using Inheritly has completely transformed the way our family manages our wealth. The AI-powered tools, especially the Will Generator, have saved us countless hours and legal fees. I've never felt more secure about our family's financial future.”
“I was initially overwhelmed with the responsibility of managing our family's estate. But with Inheritly's seamless interface and comprehensive features, I've been able to navigate complex financial decisions with confidence. The Retirement Calculator is a game-changer...“
“Inheritly is a must-have for any family looking to simplify estate management. The ability to aggregate all our investments and track them in real-time has brought transparency and ease to our financial planning. I highly recommend it to my friends and colleagues.“
Secure Your Family's Legacy with Inheritly
Navigating wealth management doesn't have to be complex. With Inheritly, you get the tools and insights needed to safeguard your family's future.