Wealth advisors today include digital asset planning as part of their comprehensive platform. Online accounts ranging from neobanks, gambling sites and travel loyalties often hold value that gets lost without proper planning. The DEXITPLAN™ helps you capture these overlooked assets and elevate your client services for today's modern planning needs.
The Missing Piece of Wealth Planning
Wealth advisors know that true financial planning goes beyond traditional assets—it’s about ensuring nothing slips through the cracks. Many clients overlook online accounts that hold real monetary value, from gambling platforms and travel sites to airline mileage programs and more. These “hidden” accounts can add up to significant lost funds if not properly documented and managed. The other factor to consider are the password and tech guardrails that protect your device or online accounts today need to be bypassed and monitored by loved ones tomorrow. By incorporating DEXITPLAN™ into your wealth planning services, you’ll provide clients with a modern solution that protects their digital footprint and secures overlooked assets for future generations. Strengthen your value proposition and differentiate your practice.
—book a discovery call with DEXITPLAN™ today to see how we can enhance your client offering.