at Financial Technnology Year
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LegacyKit
from Carefull
Tool that collects financial account information and organises documents, contacts and instructions for family members. It supports wealth transfer planning.
Category:
Document Management Systems
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
LegacyKit
Publicly available data, summarised using AI.
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