Digital Life Management SaaS Platform
IT & Software
ActiveTechnologyB2B & B2C
Brief
- SaaS platform helping families organise, protect and share important personal and household information
- Also offers engagement tools for professional advisors working with clients
- Uses a time-release technology feature as part of its offering
- Growth so far has come from word-of-mouth referrals, supported by a referral network program
- Operates a dual B2B/B2C model with annual licensing fees
- AI integration roadmap prepared for future rollout
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