Financial Advisors
Financial Advisors &Institutions Must Embrace Digital Estate Planning
as an Essential Component of Modern Financial Planning
Do you have a Plan?
Your Next Generation of Clients Expect an Easy, Secure, Digital Experience.
Estate documents, facilitating the transfer of over $129T in Generational Assets, persist in paper form without a centralized repository for digital authentication OR immediate access to updates to client records. This necessitates manual document reviews, leading to additional costs, time inefficiencies, human errors, and liabilities when the client dies.
Forbes research suggests that 70% to 90% of people who inherit significant wealth, immediately fire their financial advisor who worked for their parents.
FACT
For a financial advisor
a typical customer acquisition
Cost for a Single New Client is $4,160.
With the DARCi Registry confidently authenticate and stay updated on the latest version of client legal records.
Without Instant Access to THE Record Financial Advisors are needlessly exposed to human error, forgery, and fraud, leading to litigation and liability.
Authenticate Client Records With Confidence & Increase Asset Retention with Next Generation
Access to Authenticated Data Without Expensive Tech-Integrations
Retrieve all current, relevant Trust data instantly with a single click from your DARCi Registry dashboard
Boost Firms Financial Performance
Significantly reduces time, costs, litigation, and risks associated with manual review processes
Strategic Business Growth
Provide new business development & marketing opportunities by offering an innovative digital solution
Organic, Multi-generational Business Growth
Connect with Beneficiaries, Trustees, and Successor Trustees from the start to build long-lasting relationships
Full Compliance with Global Data Privacy Regulations
Protect your institution and your client’s personal & estate planning data in accordance with SEC, FINRA, GDPR, CCPA, and CRPA regulations
Changing
the Status Quo with the
DARCi Registry & Digitally Control Assent
with Authenticated Legal Documents
