1. Why A+LIFE Pentagon Helps You Win HNW Loyalty

    High net worth individuals and families need help managing all of their wealth - but money is not the most important thing out there. Aspida360 offers the A+LIFE Pentagon software to help track those things which are important, but which cannot necessarily be measured in dollars and cents.   Professional advisors need to build relationships, ones which track across generations and give a sens…Read More

  2. How you can help your clients mitigate the high risk of estate plan failure

    Estate planning is gnarly. Having a traditional estate plan is vital - but even that does not always prevent a family battle, often over heirloom objects of more sentimental than monetary value.   Many professional planners worry the most about helping their client divide the money up "fairly." But there are family traditions and values that go beyond money. Making sure that antiques, traditi…Read More

  3. Benefits of A+Life Pentagon

    Aspida360's A+LIFE Pentagon software is a web-based solution designed for professional advisors and high net worth families. It is used to define, protect and perpetuate non-monetary values.   For professional advisors, partnering with Aspida360 can give numerous benefits. The company has the specialized experience needed to create a solution that is designed for the specific needs of advisor…Read More

  4. Legacy Planning For High-Net-Worth Clients

    As a financial advisor, it is important that you know all of the needs of your clients, and that can often include more than estate planning and wealth management advice, especially when it comes to your high-net-worth (HNW) clients. HNW clients have a certain set of values and needs when it comes to their money management, and their needs often focus around legacy planning in order to ensure that…Read More

  5. Why Are Wealth Transfers So Unsuccessful?

    As a financial advisor, we are sure you’re well-aware that 91 percent of all wealth transfers fail by the time the assets reach the grandchildren of the original wealth creators. This is, in large part, due to inadequate legacy planning, and not making the family values and mission just as well-known and relevant to the next generation as the wealth that their family possesses. Wealth transfers …Read More

  6. Wealth Management Software Tracks More Than Money to Help Families Preserve Their Values

    Wealthy families value their money - but they value other things more. Traditions. Relationships. Their family's culture and morals. When working with a high net worth family it is important to look past the bottom line and past mere money and into the values and traditions that are even more important to preserve.   Showing an understanding of these traditions and their importance can make a…Read More

  7. Mitigate Failure Risks with Wealth Management Software and Protect Your Clients’ Assets

    As a wealth advisor, it is your job to protect your clients' assets and make sure that their financial plans do not fail. This includes estate plans and long term investments.   Mitigating plan failure can involve keeping track of a lot of fine detail, which may not be easy to do - and often, the answer is wealth management software. These software solutions give both you and your client acce…Read More