Overview
HeirWealth: The Complete Wealth Register for High-Net-Worth Clients
The biggest intergenerational wealth transfer in history is already underway. For accountants, advisers, and trusted professionals, this is a genuine opportunity to deepen client relationships, broaden your services, and become indispensable to the families navigating these transitions.
HeirWealth is built for exactly this moment.
What is HeirWealth?
HeirWealth is a wealth-tech platform on a mission to harmonise intergenerational wealth transfers. It is a secure, centralised wealth register where everything your clients own lives in one place — shares, managed funds, investment properties, motor vehicles, jewellery, art, digital currencies, and more.
With coverage across 40+ asset classes and connections to over 20,000 financial institutions globally, HeirWealth creates a living, always-current picture of wealth that goes far beyond any single data source. It is an Australian and UK regulator-approved platform, ISO 27001 certified.
Who is HeirWealth for?
HeirWealth is designed for investors, family offices, accountants, financial advisers, estate planners, private bankers, and lawyers who want to deliver richer, more comprehensive services to high-net-worth individuals and families.
Key Features:
- Complete financial visibility: all assets and liabilities across 40+ classes in a single, unified dashboard.
- Automated daily valuations: always working with accurate, up-to-date information.
- Secure document vault: wills, trust deeds, insurance policies, and more in one organised location.
- Expression of Wish: help clients assign assets to family members and create a meaningful legacy.
- White-label ready: customise to your brand; a powerful client engagement and retention tool.
- Multi-generational engagement: built to support relationships that span generations.
- Bank-grade security: ISO 27001 certified, with all data encrypted at rest and in transit.
A Platform Your Clients Will Love
HeirWealth's intuitive interface makes it easy for families to view their wealth, upload documents, and stay connected with their advisers, ensuring advice that protects, grows, and thoughtfully transfers the wealth their clients have worked their whole lives to build.
HeirWealth. Your greatest wealth interests at heart.
HeirWealth + Xero
The HeirWealth integration with Xero brings through balance sheet items, bank accounts and cash transactions automatically. Ultimately, it helps our customers save time importing financial data, accessing asset information and obtaining valuations.
Among the key benefits of the HeirWealth and Xero integration are:
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Automatically import valuations data from Xero into HeirWealth. Any asset that is being tracked in Xero can be imported into HeirWealth, where it can then be enriched with further metadata that allows for deeper analytics, reporting and forecasting.
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Connect bank accounts linked to Xero into HeirWealth. There is no need to link bank accounts twice or perform manual data entry. Any bank account linked with Xero will automatically connect to HeirWealth at the touch of a button.
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Connect bank transaction data from Xero to HeirWealth. Simplify data capture and maintenance for assets held with HeirWealth by linking them to Xero cash transactions. This feature allows you to associate assets by line item and category.
Getting started
Where to find the Xero Integration within HeirWealth:
- Head to the Wealth menu in the left hand side
- Select Connect External Accounts
- Select button: Xero Accounting Package
How to navigate the integration and connect to Xero:
- Once you select, Xero Accounting Package, you will be prompted for your Xero username and password
- Once authenticated with Xero, you can select which organisation within Xero that you wish to connect. If you have multiple organisations, you will need to repeat this step.
- You will then return to HeirWealth where all your bank accounts and balance sheet items will appear
- You are then able to select and import the items you want visible via the HeirWealth platform
- You are also able to select asset type from a dropdown
- You can then select the family entity that owns the asset
- Then these asset valuations will be updated nightly to reflect any changes in Xero.
How to make changes to your accounts connected via Xero?
- You can go through the regular integration flow that is mentioned above and then you’re able to update any of the assets or bank accounts that you would like brought back into HeirWealth.
