FOR FINANCIAL ADVISORS

Legacy plans that strengthen client relationships

Increase connection with families and save time with a client-friendly online platform.

Human-Centered Tech for Busy Professionals

With a growing client base, finding time to manage account details can be challenging. Todd’s online estate planning platform is designed for you and your clients to stay in sync with key information more easily. Plus, you can be more proactive in building relationships and advising clients on their legacy financial planning when you are informed. Submit a request to learn more about how Todd can boost your client engagement and retention today.

Why Team Up with Todd

Connecting a client’s financial assets and goals to their estate plan requires clear communication, trust and the exchange of a lot of information. Todd’s platform can make the process go more smoothly, with step-by-step guidance for clients to organize and manage their estate plan details in one centralized location. Get to know the benefits of using Todd for family financial planning and inheritance planning.

Streamline onboarding

Get up to speed faster and with less hassle with client data entry that integrates with your existing technology

Stay connected

Be informed about key life events so you know when to prompt a client discussion about their financial plan

View holistically

Track progress on each client’s plan and see the complete picture of their assets from one easy-to-manage dashboard

Expand client service

Deliver a great experience to more clients with a platform designed to save you time and spark more productive conversations

Benefits

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Key Features

Feature Description

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Feature Description

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Feature Description

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Feature Description

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Feature Description

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Let's plan together

“Most people don’t tell you how to plan for this, so having some sort of guide in place is important.”
- Heather D, 33, potential client

Downloadables

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