Keep your clients' families together.
CPAs, estate attorneys, and financial advisors use Relay to retain relationships across generations. The wealth transfer is coming. The professionals who survive it are the ones already talking to the heirs.
Agency accounts
Purchase Relay seats in bulk and provision them to your clients. Each family gets their own private workspace. You get a single invoice.
Relationship continuity
When the next generation already sees you inside their family's financial picture, the handoff conversation happens naturally. No cold call required.
Retain AUM across generations
The average advisor loses 70% of assets when wealth transfers to heirs. Relay makes you the constant in a family's financial life, not the variable.
Clarity for legal professionals
Estate attorneys and CPAs can give clients a living, verified view of their allocations. No more PDFs that are outdated the day they're printed.
Plans that scale with your practice
From solo advisor to large firm. Unlimited family members per client household — you pay per family unit, not per individual.
Relay Solo
Solo advisor or attorney
or $790/yr (save ~17%)
Advisor seats
1
included
Client families
10
included
Annual cost
$790
billed annually
Only 0.004% of your total AUM under visibility to ensure you stay relevant as wealth transfers from Baby Boomers to Millennials.
- 1 advisor seat
- 10 client families
- Unlimited family members per client household
The advisory business is being disrupted.
Robo-advisors handle the portfolio. AI handles the tax return. The only thing a machine cannot replicate is a relationship built on decades of trust.
But trust doesn't transfer automatically. When your client dies, their children don't inherit their loyalty to you. They inherit a phone number they've never dialed.
The professionals who survive the great wealth transfer will be the ones who built relationships with the next generation before the handoff happened. Not after.