A tool that guides your clients on what records to keep,

when to update them,

with whom to share

– all safely stored in one secure place

Banks, Credit Unions & Financial Advisory Groups use

to expand wallet share & retain assets for longer by making digial estate planning a reality for more of their clients, while using predicitve analytics to identify gaps and opportunities to sell products based on client needs.

What's in it for your clients:

One secure place to store all their important information during their lives.
Share access to family and advisors.
Peace of mind.
Guidance and educational content.

What's in it for your business:

Build customer loyalty by offering secure custody of you clients important information.
Expand wallet share by analyzing data to identify gaps and predict client needs.
Retain assets for longer by engaging the family and involving the next generation.
Support data driven decision making.

Companies use

to provide employees with a digital life file to make digial estate planning a reality for more of their employees.

What's in it for your clients:

One secure place to store all their important information during their lives.
Share access to family and advisors.
Peace of mind.
Guidance and educational content.

RattleHub is on a mission to radically change the social issue of poor estate planning using AI to predict next best product offers linked to gaps and risks

NextDot - Legacy and Estate Platform

by Rattlehub Digital Ltd