Professionals can now manage and protect clients’ entire asset pictures, including digital assets and identities, by using Safe by Estate Assist.
Estate Assist, a first-of-its kind company that protects individuals’ key documents, digital assets, and identities, now enables financial professionals to go beyond managing financial assets by using their flagship product, Safe.
With the popularity of robo-advisors on the rise, there is a growing need for financial professionals to differentiate their offerings and go beyond financial asset protection. Financial planners, advisors, and their firms can now work directly with Estate Assist to offer Safe to their clients and begin populating their clients’ important information and financial documents before transferring the account to the client.
