Living Wealth — Because It’s More Than Just Money


Wealth is about more than just money. That’s why Living Wealth provides a holistic approach to your clients’ wealth. Through our digital engagement platform, designed for financial advisors, clients get exclusive access to inspired content, memorable experiences, and meaningful privileges in 12 life enrichment and lifestyle benefits areas. Advisor branded and delivered on your behalf, Living Wealth enables you to go deeper with your clients, building lasting relationships.

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Strengthening the advisor-client relationship

Living Wealth for Advisors

The ‘always on’ Living Wealth platform and inspiring weekly newsletter lets you go deeper with your clients, to connect around what matters most to them. The Living Wealth platform is advisor branded, showing your clients your holistic approach to their wealth. We deliver on your behalf allowing you to build customer appreciation into your practice, leading to better relationships with your clients. The result is increased client retention, increased referrals, and increased prospect conversions.

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Giving your advisors the digital tools for success

Living Wealth for Enterprise Wealth Management Firms

The competition for advisor talent has never been greater. Living Wealth gives your advisory teams the digital engagement tools they need for success today. The platform is private labelled to showcase your brand, ensuring your firm is at the centre of all communications with your clients. It offers a heightened brand-integration for maximum consistency with your other client communication elements. And the always-on, 24/7, automated client engagement tool delivers value in ways that go beyond wealth.

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