Reactive - Client requests drive advisors to search for ad hoc solutions that sub-optimize the experience
Reluctant - Advisors believe that they need more expertise to manage a wealth transfer process
Incomplete - True financial planning can't be achieved without fully incorporating wealth transfer
Disconnected - Current tools lack integration and cohesion with core advisor technology
Concerned - Advisors are apprehensive about partnering with trust companies that manage money
Trucendent Experience
Proactive - Prioritizing, sequencing, contextualizing client conversations through A. I.
Confident - Advisors maintain their role as client expert while using our platform to oversee the wealth transfer details
Holistic - Delivering a complete plan that incorporates how wealth will be used across generations
Integrated - Access Trucendent platform through familiar and existing technologies
Partnered - Advisors maintain leadership role in a partnership with attorneys and trust companies that don't compete for their clients
