More Than Money Vault
High net worth (HNW) families are the kind of clients for whom advisors strive to provide exceptional service when it comes to wealth planning. Most HNW 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, 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, The More Than Money Vault (MTM Vault).