Financial Services
Wealth Transfer & Estate Visualization
Visual mapping tool for complex trust structures (GRATs/CLATs) and tax modeling for high-net-worth families.
- Industry
- Financial Services
- Type
- Moraph software (SaaS)
Before you start
- Your organization licenses Wealth Transfer & Estate Visualization from Moraph.
- A Moraph client account in that organization, signed in.
- Access to Wealth Transfer & Estate Visualization in Moraph Apps, given by an administrator or technical contact in your organization.
Product guides are published for licensed customers
Setup, administration and user guides for Wealth Transfer & Estate Visualization are available to people at organizations that license it. Sign in with your Moraph client account to see the guides your organization can use.