InheritorWealth strikes platform deal with | Australian Markets
Wealthtech platform, InheritorWealth, has shaped a strategic partnership with myPath Wealth, a distinctive household workplace offering, extending entry to its information platform established to streamline consumer wants forward of the anticipated intergenerational wealth switch.
The partnership sees myPath Wealth upscale their offering to shoppers with the power, by way of the platform, to attach with over 20,000 world financial establishments and think about belongings and liabilities throughout 40 completely different investment courses, together with shares, funds, property, and non-traditional belongings similar to collectibles and various investments.
“This partnership provides myPath Wealth with a truly centralised view of their clients’ family wealth position and structure, helping them to preserve family legacies and facilitate intergenerational wealth transfer in an orderly fashion,” InheritorWealth’s founder and CEO, Ray Tubman, stated.
“By simplifying data consolidation and minimising manual effort, HeirWealth empowers advisers to manage wealth seamlessly and create opportunities for deeper client relationships to be developed.”
The two companies stated the partnership was a logical step in getting ready for the approaching intergenerational wealth switch, as their pursuits aligned on building “long-term client relationships through actionable data insights”, offering “a sophisticated user experience,” and utilizing technology-powered instruments to “engage clients and their families”.
“This partnership gives our clients access to the kind of infrastructure typically reserved for high-net-worth families. Bringing world-class wealth visibility and control into the hands of everyday business owners,” Michael Youssef, co-founder of myPath Wealth, stated.
“We see HeirWealth as a foundational tool in our mission to simplify wealth structures, legacies, and to help business owners take control of their financial future, without the complexity,” Ivan Ang, co-founder of myPath Wealth, stated.
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