Empowering advisors for the $84 Trillion Generational Wealth Shift

Secure Relationships. Preserve Wealth. Bridge Generations.

Our solution

America is undergoing a massive generational wealth transfer (GWT) with $84 trillion to change hands over the next 20 yrs.

90% inheritors switch advisors post-inheritance. Wealth advisors face a critical challenge: retaining clients and preserving assets through generations. As a result, advisors have a book of business which is consistently under pressure from diminishing AUM’s.

MoreTo’s whitelabel platform transforms the generational wealth transition into a seamless journey for advisors and their clients.

Engage: Build trust with next-gen inheritors using interactive, AI-powered communication tools and gain feedback on its estate plan.
Educate: Equip clients with financial knowledge via on-demand personal finance content, product portfolio and market insights.
Enable: Help inheritors set and achieve meaningful, authentic goals, enabling them to focus on things they love while protecting family wealth.

Key features

What are your benefits?

Reduce Client Attrition

Build relationships with inheritors early to ensure retention and protect your book AUM.

Boost AUM Stability

Prevent asset leakage by integrating the next generation into wealth planning.

Expand Synergies

Foster generational buy-in via new investment strategies.

Protect and Grow Wealth

Minimize financial mismanagement with comprehensive client education.