ONE SMART ACCESS TO
YOUR LEGACIES.

One Connected CRM Technology Ecosystem

Ready to turn App into legacies?

Alphatac helps you managing wealth-related products and customer relationships often involves multiple organisations, documents and processes. From lead capture to legacy delivery — manage every step in one seamless platform.

For Customers

View your purchased products, access available documents, follow case progress, receive important reminders and connect with your appointed adviser.

For Advisors

Manage prospects, customers, applications, cases, documents, sales activities and service requests through one organised platform.

A Clearer View of Your Legacies Journey

Alphatac brings these experiences together through one integrated digital ecosystem—helping customers access important information while enabling advisers to manage relationships, cases and services more efficiently.

Bring Your Wealth Journey Together

Experience a simpler and more connected way to access information, manage relationships and stay informed.

One Connected Technology Ecosystem

From advisor insight, customer portfolio and ongoing servicing and notifications, Alphatac is the backbone of customer relationship management, and go beyond.

Access relevant products, cases, documents, notifications and adviser information from one convenient place.

Stay informed about application, submission and service-request progress without relying entirely on manual follow-ups.

Access available agreements, trust-related documents, statements and supporting records digitally.

Receive updates about important dates, required actions, case developments and service announcements.

Customers can identify and contact their appointed adviser, while advisers can deliver more responsive and structured support.

Information and system functions are made available according to each user’s authorised role and permission level.

All the features you need

Powering the Next Generation of Agents

Portfolio Summary

AIO of your your portfolio across various platform, all connecting and accessible at your finger tip. 

Trust Product Details

Show all your Trust Product, details of your portfolio, Maturity date, and more. Everything under one ecosystem

My Adviser

Advisor across different platform? No worries, now your advisors ready to serve under one app. 

A Smarter Way to Serve and Grow

Managing wealth-related products and customer relationships often involves multiple organisations, documents and processes. From lead capture to legacy delivery — manage every step in one seamless platform.
Close More Deals with Less Work

Automate your follow-ups, schedule appointments, and manage every lead — all in one intelligent dashboard.

Empowering you 24/7

Showcase your services with a personalized landing page and capture leads 24/7 through smart Alphatac CRM Solutions

Built for Automate Lead Funnels

From client forms to referral tracking, Alphatac is tailored for estate planning professionals who want to grow faster and work smarter.

ALPHATAC AGENT LEAD GENERATION STRATEGY

Smarter Systems. Smarter Agents.

From Lead to Legacy – We Track It All.

Join us in creating success together

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