Cadence for Financial Advisors

Stay connected to families by offering digital executor support.

Extend support to the family to create new and long-lasting advisory relationships.

Book a Demo
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Go the extra mile and watch your business grow.

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Offer Stand-out Service to Executors, Without Adding to your Workload

Strengthen Existing Relationships

We assist users through benefits claims, notifications, account cancellations, and more.

Offer peace-of-mind to your clients by ensuring their families will have the support they need.

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Begin ID: A powder blue icon of a small family: Mom, Dad, and junior in front. They are facing the viewer, in a friendly way. End ID.

Foster New & Long-lasting Connections

Give clients a product to rave about

Connect with your clients’ networks  and gain generational loyalty by supporting your clients’ families.

Positive online reviews and word-of-mouth are everything in today’s marketplace. Bring more buzz by providing Cadence to your clients.

Begin ID: An purple icon of two hands shaking hands in agreement. End ID.

Offer Stand-out Service to Executors, Without Adding to your Workload

We assist users through benefits claims, notifications, account cancellations, and more.

Begin ID: A red icon of two hands holding up a cute heart. End ID.

Strengthen Existing Relationships

Offer peace-of-mind to your clients by ensuring their families will have the support they need.

Begin ID: A green icon of two dialogue boxes in a chat thread, one of which has a question mark in it. End ID.

Foster New & Long-lasting Connections

Connect with your clients’ networks  and gain generational loyalty by supporting your clients’ families.

Begin ID: A powder blue icon of a small family: Mom, Dad, and junior in front. They are facing the viewer, in a friendly way. End ID.

Give clients a product to rave about

Positive online reviews and word-of-mouth are everything in today’s marketplace. Bring more buzz by providing Cadence to your clients.

Cadence Helps Clients With:

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Identity theft protection

Government notifications & benefits

Insurance & pension claims

Subscription & account closures

Probate & tax guidance

Cadence helps with

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Identity theft protection

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Government notifications & benefits

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Insurance & pension claims

Begin ID: A light red icon in line-art style of three people in a group, with a large strike going through all of them. End ID.

Subscription & account closures

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Probate & tax guidance

Working together with Financial Advisors

Value-added touchpoints

  • Timely reminders for clients to get in touch when circumstances change or action is necessary
  • Be flagged when expert guidance is needed so you can provide a hand to hold

Easy case management

  • No software or apps to download or update
  • Easy-to-use website, available to anyone with access to the internet
  • Seamless hand-off: simply log-in & invite clients

Personalize the platform with your trusted brand

  • Year-long branded email distribution
  • Customizable content for funeral home partner referrals, programs and resources
  • API integration

Support with estate tasks & documents

  • Region & circumstance-specific instructions
  • Form and letter templates
  • Certified Executor Advisor support via phone or chat

How it works

1

Book a demo with our sales team

Book a demo to speak with our sales team who can provide pricing information. You will then gain access to the business dashboard where you can invite clients.

Begin ID: An illustration of the Cadence dashboard. It is in varying shades of purple, and shows one form field at the end highlighted. There is art of a phone ringing, as well as a picture of an avatar - the user is being onboarded. End ID.
Begin ID: An Illustration of the Cadence dashboard, as the user is working through it. There are question marks before the fields that haven't been completed yet. End ID.

2

Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

3

Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, accessing clear instructions, pre-filled forms & letters, and task-tracking tools along the way.

Begin ID: An illustration of the Cadence dashboard. Now, all tasks are complete, as indicated by small checkmarks beside the fields. Above the scene is a thumbs up. End ID.
Begin ID: An illustration of a customer service flow with Cadence. There is a message feed, as well as an illustration of a headset that a member of the support team would be using to speak to clients. End ID.

4

Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

How it Works

1

Book a demo with our sales team

Book a demo to speak with our sales team who can provide pricing information. You will then gain access to the business dashboard where you can invite clients.

Begin ID: An illustration of the Cadence dashboard. It is in varying shades of purple, and shows one form field at the end highlighted. There is art of a phone ringing, as well as a picture of an avatar - the user is being onboarded. End ID.

2

Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

Begin ID: An Illustration of the Cadence dashboard, as the user is working through it. There are question marks before the fields that haven't been completed yet. End ID.

3

Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, accessing clear instructions, pre-filled forms & letters, and task-tracking tools along the way.

Begin ID: An illustration of the Cadence dashboard. Now, all tasks are complete, as indicated by small checkmarks beside the fields. Above the scene is a thumbs up. End ID.

4

Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

Begin ID: An illustration of a customer service flow with Cadence. There is a message feed, as well as an illustration of a headset that a member of the support team would be using to speak to clients. End ID.

Book your demo today.

Our sales team will walk you through our platform & provide you with a free quote based on your business needs.

Book a Demo