The great wealth transfer is real – future proof your business by building a digital connection with the next generation of clients.
The great wealth transfer is real – future proof
your business by building a digital connection
with the next generation of clients.
Retain assets across generations
Retain assets across
generations
Go above and beyond for clients
Go above and beyond
for clients
Spark estate planning conversations
When a client shares their Zenplan with their children and grandchildren, a digital connection is formed between you and those on the cusp of the largest wealth transfer in history.
Go above and beyond for clients by showing that their, and their family’s peace of mind truly matters to you.
Use Zenplans to engage clients on a vital area of planning that often sits on their ‘to-do’ pile for far too long.
Our security is best-in-class and regularly assessed by a certified third party.
Zenplans makes it easier than ever for clients to organise their affairs.
Zenplans can be configured to include your logo, colours and more.
We provide resources to help you and your clients make the most of Zenplans.
We take care of all product updates, maintenance and user support.
Zenplans is designed to cover all aspects of life. Our platform provides step-by-step guidance for over 50 curated sections across our 5 core categories: Assets, Debts, Daily Life, Digital Life and Wishes.
Clients are encouraged to invite their family, close friends and other advisors to become Delegates of their Zenplan. Each Delegate can be granted access to part or all of the client’s Zenplan. Their access can be immediate or scheduled for the future should the client pass away or lose capacity.
Looking after a client’s important information is something we take extremely seriously, which is why we are committed to protecting all the personal data that we handle with best-in-class security.
All personal data is encrypted at rest and in transit, and each account is protected with multi-factor authentication. Our platform undergoes regular third party audits to ensure that our security remains at the cutting edge.
Due to the level of encryption in use, we are unable to read the data that is stored within a client’s Zenplan. The Zenplans team will be able to access a limited set of data such as the client’s name and contact information to deliver updates and authentication codes for secure log-in.
We love working closely with our customers to create launch plans and ongoing engagement plans to suit you and your clients. From product webinars to email campaigns, we have a range of tried and tested options to help you make the most of Zenplans.
‘It can help advisers keep funds under management across generations.’
‘Turn a transactional relationship into a more advisory, lifetime connection.’
‘Giving clients peace of mind that everything has been thought of and planned for.’
'International law firm Withers has invested in digital estate planning platform Zenplans.'
‘It can help advisers keep funds under management across generations.’
‘Turn a transactional relationship into a more advisory, lifetime connection.’
‘Giving clients peace of mind that everything has been thought of and planned for.’
'International law firm Withers has invested in digital estate planning platform Zenplans.'
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Gain free access for 14 days.
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Over the next week we will send you 3 emails to help explain how Zenplans can help you and your family
We’ve put together a video to show you how Zenplans works
Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.
