A tool that guides your clients on what records to keep,

when to update them,

with whom to share

– all safely stored in one secure place

Banks, Credit Unions & Financial Advisory Groups use

to expand wallet share & retain assets for longer by making digial estate planning a reality for more of their clients, while using predicitve analytics to identify gaps and opportunities to sell products based on client needs.

What's in it for your clients:

• One secure place to store all their important information during their lives.
• Share access to family and advisors.
• Peace of mind.
• Guidance and educational content.
  

What's in it for your business:

• Build customer loyalty by offering secure custody of you clients important information.
• Expand wallet share by analyzing data to identify gaps and predict client needs.
• Retain assets for longer by engaging the family and involving the next generation.
• Support data driven decision making.

Companies use

to provide employees with a digital life file to make digial estate planning a reality for more of their employees.

What's in it for your clients:

• One secure place to store all their important information during their lives.
• Share access to family and advisors.
• Peace of mind.
• Guidance and educational content.

RattleHub is on a mission to radically change the social issue of poor estate planning using AI to predict next best product offers linked to gaps and risks