Take your clients’ planning to new heights, providing them with priceless peace of mind and creating more rewarding relationships.
Created for Advisors & Estate Planners
Take your clients’ planning to new heights, providing
them with priceless peace of mind and creating more rewarding relationships.
Created for Advisors & Estate Planners
The game-changing way to help your clients easily organise everything important in one secure place, and selectively share it for complete peace of mind.
A meaningful way to show clients that their, and their family’s, peace of mind truly matters to you.
Step-by-step guidance makes it easier than ever for clients to organise & maintain their key personal & financial information in one place.
Allow clients to selectively share their Zenplan with nominated Delegates - either in part or in full, today or in the future.
By bringing a client's affairs to the fore, Zenplans helps to identify planning gaps you can help your client to fill.
Collaborating with clients on Zenplans is a great opportunity to get them more involved in their planning.
Our ‘selective sharing’ feature offers an organic, viral way for you to connect with the next generation of clients.
A unique opportunity to reconnect with former clients and establish connections with clients from other areas in your firm.
If a client has a Zenplan in place when they pass, you’ll be perfectly positioned to support their family through probate.
Avoid the dreaded information search - saving time, stress and the possibility of missing information.
At Zenplans we like to make life easier.
Provide your clients a user friendly way to organise their life’s most important information at their fingertips, securely store it and selectively share it with the people most important to them.
At Zenplans we like to make life easier.
We offer clients a user friendly way to organise life’s most important information at their fingertips and selectively share it with the people most important to them.
Data stored in ISO27001 certified UK data centres
Achieved top marks in CREST approved penetration tests
Regular comprehensive vulnerability assessments
Certified by UK gov’s Cyber Essentials scheme
Registered at the Information Commissioner's Office
‘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.’
‘Identify and collate all the information needed to administer an estate.’
© 2024 All rights reserved. Zenplans Ltd
Leave your details and we’ll send you a demo video, as well as a link to book a personalised walk-through if you’d prefer.
Book a demo to receive a second month free.
Or arrange a set-up call straight away.
To access your free trial and discount, simply copy this code and pop it into the ‘apply coupon’ box on the payment page.
We will send you the code via email too.
Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.
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.
