Access to advanced visualization and reporting tools—including Estate Flow™, Scenario Builder, and the Family Office Report—is reserved exclusively for advisors on the Family Office Suite license.
If these features are not appearing in your dashboard, it is likely that your current licensing plan does not include the Family Office Suite.
What is the Family Office Suite?
The Family Office Suite is designed specifically for advisors managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who require sophisticated estate planning modeling. The Family Office Suite can:
Map out intricate estate structures and asset distributions.
Provide high-level visual clarity for clients with significant asset holdings.
Generate comprehensive, presentation-ready reports.
Included Features for the Family Office Suite
Estate Flow™
Scenario Builder
Expanded Reporting
How to Request Access
If you are interested in upgrading your plan or would like a demonstration of these tools, please contact your Account Manager at partners@wealth.com. They can provide specific details regarding:
Pricing: Based on your firm's needs.
Feature Demos: A walkthrough of how these tools can assist your HNW clients.
Onboarding: Expedited setup to get you started with the suite.
Note: If you believe you should already have access to these features based on your firm's contract, please reach out to our Support Team or your Account Manager for a permissions review.