Asset and estate management infrastructure for UK advisory firms

Heirloom replaces client spreadsheets and disconnected systems with a single, secure platform for estate planners, will writers, accountants and wealth advisers. Structure client estates, manage multi-asset portfolios, track insurance, and produce branded reports — all under hardened security designed for sensitive financial data.

Built for advisers serving high-net-worth clients

Heirloom is used by independent practitioners and firms across the United Kingdom to organise complex estates spanning property, investments, pensions, business interests, vehicles, jewellery, artwork, collectables, precious metals and cryptocurrency. Every record is encrypted, role-scoped and audit-logged.

Core capabilities

  • Client portfolios: create, share and white-label individual client portfolios with role-based access.
  • 13 asset classes: real estate, vehicles, bank accounts, investments, pensions, business interests, jewellery, art, collectables, precious metals, cryptocurrency, intellectual property and other.
  • Multi-currency: hold balances in native currency with hourly FX conversion to the portfolio base currency.
  • Insurance management: track policies, renewal dates, premiums and under-insured exposure across the portfolio.
  • Document vault: secure storage for wills, deeds, valuations, certificates and policy schedules.
  • Branded PDF reports: generate professional client reports under your own logo and colour palette.
  • Two-factor portfolio locking: per-portfolio TOTP requirement for high-sensitivity client records.
  • Team & client invites: grant scoped access to colleagues, clients, executors and trusted contacts.

Plans

Heirloom is available on three plans: Personal for individuals, Professional for advisory firms managing multiple clients, and Concierge for white-glove onboarding. All plans are billed in GBP and accept UK card or Bacs Direct Debit. Pricing details are on the about page.

Security & compliance

Heirloom enforces row-level security, hardened admin authentication, end-to-end encrypted document storage and full audit trails. We operate exclusively in the United Kingdom and are GDPR compliant. Heirloom is a trading name of Nomadic Capital Limited.