An advisor's digital system to offer multi-generational "More Than Money" wealth planning

14 day Free Trial is the web address to our digital system.   “MTM” is a nod to our motto, “More Than Money”.

Over 77% (Morningstar) of clients value “More Than Money,” and want to leave a family legacy to the next generation; not just a financial reward for having the family name. Most families hold their traditions, family unity, core values, philanthropy and valuable life experiences as assets.  A+LIFE is a complete, digital system providing on-demand training, step-by-step guidance, customized marketing materials, and ongoing support directly from our technology located at

77% of HNW families believe it is important to leave family values and life lessons as inheritance.

The MTM Vault is the only digital portal needed, and that you will access, to manage every facet of A+LIFE. The MTM Vault contains everything needed on “how to” implement the system. Your Advisor Dashboard is inutive to utilize and provides access to the entire system. Simple. Elegant. Time-efficient. Effective.

On-Demand Training

Marketing Tools

Mobile Optimized

The MTM Vault

As an advisor, The MTM Vault will offer one Advisor Dashboard where A+LIFE can be easily implemented. Everything you need, the complete system, is available in a mobile-optimized technology for advisors and clients alike. The MTM Vault will provide advisors:
  • On-demand and/or live training
  • Turn-key guidance
  • One dashboard for easy implementation
  • Comprehensive client assessment
  • Build multi-generational relationships
  • Leverage existing, warm relationships to grow your business


When you license A+LIFE, you will:

Grow your core business

Create differentiation from competitors

Build valuable multi-generational relationships

Leverage existing, warm relationships to grow your business

The MTM Vault is where your client will be able to clearly define, protect, share, integrate, and perpetuate families assets that are less tangible than their exisitng professional planning. When clients work with an advisor who is concerned with more than just their monetary value, you will become the answer to all of your clients multi-generational needs. As an advisor, you will be able to deepen loyal and lasting relationships with your clients that are focused on more than traditional planning. In-turn, you will create multi-generational clients that will want you to provide the services of your core business.

Grow your number of referral sources

Enjoy a competitive marketing advantage

Have a compliance-friendly digital system (if-applicable)

deepen your relationships

A+LIFE will deepen your relationship with the parents, children, and grandchildren of your HNW family and you will have the opportunity to grow your business. To accomplish this, your clients will access their simple, elegant and effective Client Dashboard in The MTM Vault to:

  • Define More Than Money Assets
  • Communicate with family members and advisors
  • Further the “purpose” of the family financial assets
  • Mitigate Wealth Transfer Failure
  • Integrate the family values into their existing professional planning
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14 Day Free Trial