Keep the family.Keep the assets.
A white-labeled financial education platform for your clients and their children. Engage the next generation so they know your firm long before the wealth transfers.
Educational only, never financial advice. See pricing
Listed in the Kitces AdvisorTech Map
See the whole thing in three minutes
What your clients and their children see, and what shows up on your side. No slides.
of children fire their parent's advisor after receiving an inheritance
Cerulli Associates
more likely to invest: young adults with high financial literacy versus their less-literate peers
Advances in Consumer Research
pieces of curated curriculum: quick lessons, in-depth modules, and daily money news
How much of your book is scheduled to walk?
Run your own numbers and see what generational attrition means for your practice. Nothing is stored, nothing is sent.
Your book
Met, as in they would take your call. Not met at a funeral.
The math on your book
Even if the industry stat is half wrong, that is still $140,000 per year.
You have a next-gen relationship in 3 of your 14 at-risk households. The other 11 have no reason to stay.
Book a 20-minute walkthroughEstimates for illustration only, not financial advice. Assumes your top-20 household mix mirrors your wider book. The 80% heir attrition figure is from Cerulli Associates; the calculation above also shows the half-stat case.
What makes this different
It carries your name
Your logo, your colors, your firm throughout. The family associates the help with you, not with us. We are not mentioned anywhere they can see.
Built for the kids who inherit
From high school with no upper limit, and the emphasis on young adults. First job, first 401(k), first real paycheck, eventually an inheritance. The same library covers the parents too, from Social Security to RMDs.
Engagement comes back to you
You see who was invited, who is using it, and who has gone quiet. That is a reason to call that is not a market update.
Already have something for client education?
Most firms we talk to either use another tool or plan to build this in-house. Here is what it takes to do it for the kids, under your firm's name.
A curriculum written for the kids
Over 250 lessons, modules and handouts, in order from first paycheck to first portfolio, kept current as rules and limits change.
An app they will actually open
Short daily lessons on their phone and in-depth modules on the web, with your firm's name on it, not ours.
A way to see who is engaging
Who you invited, who is learning, and who went quiet. That is your reason to call the kid before the estate meeting.
A file your compliance team can read
Every handout checked against a primary source, with a verification log and a compliance overview ready to send.
If what you have today does all four for your clients' kids, keep it. If it does not, the walkthrough shows the difference in 3 minutes.
Three steps to next-generation relationships
Make it yours
Your logo, your colors, your firm's name on every screen. Publish your own firm content, newsletters, announcements, and courses alongside our curriculum, and we build your first custom module with you during onboarding.
Your clients see your firm. We stay invisible.
Invite the whole family
Invite your clients, their children, spouses, and inheriting family members straight from your dashboard. Short self-paced lessons and next-level finance lessons on the mobile app, in-depth modules with multiple learning styles on the web, and a general financial literacy course for clients of any age.
We send your first invitations together on a live onboarding call, so your program is running before the call ends.
Watch the relationships build
Your portal shows which families are engaging: lessons completed, milestones reached, members going quiet who need a nudge.
Every engaged family member is a conversation starter, and every conversation builds trust with the generation that will inherit your clients' wealth. When they need advice, you're their expert.
Which describes you?
Two reasons advisors bring on MMV.
You have a younger advisor on your team
MMV gives junior advisors meaningful client-facing work from day one. Instead of pulling senior advisors away from revenue-generating work, MMV becomes their training system and their first client contribution. Turnkey onboarding for new hires, no curriculum to build.
Your clients have adult children
Those young adults are future clients, and right now they're getting their financial education from TikTok. MMV lets you serve them before they're officially yours, keeping assets in the family and building loyalty that lasts decades. Anchor the next generation before someone else does.
A learning path under your firm's name
Members sign in to a branded portal with sequenced modules, progress tracking, certificates, and a coach they can message.
- Per-module progress your clients can celebrate
- Grades, certificates, and announcements built in
- Chat with a coach and an AI course assistant
Real money skills, taught in order
Course modules across four tracks, sequenced from first paycheck to first portfolio.
Budgeting & Money Management
Core money skills everyone needs
Credit, Debt & Mortgages
Better rates, jobs, and housing
Investing & Risk Tolerance
From first account to first portfolio
Insurance, HSAs & Big Decisions
Protecting what you've built
I'm getting Duolingo for investing vibes. Very impressive.
Your app helped me open a high yield savings account.
I wish I had this when I was younger. I never learned stuff like this in school either.
App is nice. Very easy to use and satisfying.
Trusted at the family table
... an amazing product that is desperately needed in the world.
Clients' young adults are loving this program.
Be the advisor the next generation keeps.
See how firms use My Money Vision to educate client families and protect assets across generations.