For wealth advisors, estate planners, attorneys & CPAs

Partner with LegacyTrackr.

Your clients often hold complex wealth across many advisors, entities, accounts, and documents. LegacyTrackr gives them one secure place to organize the full picture and make it accessible to the right people when it matters. We work with professionals who already serve these families, so you can bring your clients a tool that makes your own work easier. A referral arrangement is available for partners who want one, though most simply use LegacyTrackr as a better way to serve their clients.

Apply to join the partner program

We work with a select group of professionals who serve families with complex financial lives.

First name

Please enter your first name.

Last name

Please enter your last name.

Work email

Please enter a valid email address.

Firm name

Please enter your firm name.

I work as a

Please select your advisor type.

Please describe your role.

Roughly how many clients

Please select a range.

Anything we should know? (optional)

We review every application personally. You'll hear back within a few business days.

Application received.

We review every application personally. You'll hear back within a few business days.

Apply

We review every application and reach out personally.

A short call

We'll see whether the families you serve are a fit, and talk through pricing for them, from discounted rates to accounts your firm can sponsor.

Bring it to your clients

Approved partners get client invite tools and any disclosure language needed to introduce LegacyTrackr to families who are a strong fit.

Revenue share, if you want it

A referral arrangement is available where it fits your firm and its regulatory needs. Many partners skip it and simply use LegacyTrackr as a tool for their clients.