Portfolio value
UHNW
Policy and wealth-transfer modelling
+4.0%Audited, role-scoped document rooms
+7.1%Advisor and client collaboration workspaces
+10.2%Overview
A private consulting platform for ultra-high-net-worth life insurance and wealth transfer — policy modelling, document rooms and advisor collaboration in one place.
Life insurance consulting platform for ultra-affluent wealth transfer.
The challenge
Highly sensitive client documents, multi-party advisor access, and modelling that has to be precise enough for estate planning decisions.
The response
A Laravel platform on hardened AWS with role-scoped access, audited document rooms, and modelling tools built alongside the firm's advisors.
Policy and wealth-transfer modelling
Audited, role-scoped document rooms
Advisor and client collaboration workspaces
Granular permissions and access logs
Encrypted storage and backups
Reporting exports for estate planning
Advisor workflow mapping and data-sensitivity review.
Restrained, document-forward interface for advisor and client.
Laravel platform, permissions model and audited storage.
Advisor onboarding and client migration.
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