Technology That Connects Every Part of the Wealth Journey

About Alphatac 

A Clearer View of Your Legacies Journey

Alphatac is a digital wealth-technology platform designed to improve how customers, advisers, agencies and authorised service providers connect, communicate and manage legacy-related services.

We believe wealth management should be supported by greater clarity, accessibility and connectivity. Customers should be able to understand what they have purchased, access available documents and stay informed about important developments. Advisers should have the tools to organise customer relationships, monitor cases and deliver consistent support.

Alphatac brings these needs together through a secure and structured digital ecosystem.

Our Purpose

To make wealth-related information and services easier to access, understand and manage.We use technology to reduce fragmented processes and help customers and advisers remain connected throughout the customer journey.

Our Vision

To become a trusted digital ecosystem that transforms how wealth, trust and estate-planning services are accessed and managed.

Our Mission

To connect customers, advisers and authorised service providers through practical technology that improves visibility, efficiency and service quality.

More Than a Platform

Alphatac represents a more connected approach to wealth-related services—one that combines digital convenience with professional guidance.

Alphatac app

Manage Relationships. Strengthen Service. Grow with Confidence. The Alphatac App gives both advisers and customers one organised platform to manage customers, applications, cases, documents and ongoing service activities wherever their work takes them.

Your Workspace in One App

Most often advisors and customers manage information across messages, spreadsheets, documents and multiple systems. This makes it harder to maintain visibility and provide timely customer support and legacy planning.

Everything You Need to Support Your Legacy Planning

The Alphatac App brings essential activities together—helping advisers stay organised, follow up more effectively and deliver a more professional customer experience and legacy planning.

Everything Important, Within Reach

The Alphatac App helps bring your available information together, giving you greater convenience and clearer visibility throughout your journey.

From Lead to Legacy – We Track It All.

Join us in creating success together

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