For Advisors

The conversation that keeps clients for generations.

Investment performance doesn't retain next-gen heirs. Shared values do. WellAdvised is philanthropy planning software that turns values into a structured giving strategy, without the three-hour workshop.

Book a DemoSee the Benefits
WellAdvised Philanthropic Profile: a bound deliverable covering giving identity, north star, focus areas, and generosity statement
The Great Wealth Transfer

Most advisors are about to lose their best clients' kids.

$11.9 trillion will move through philanthropy as part of the great wealth transfer. The advisors who lead the values conversation will keep the relationship. The ones who don't, won't. WellAdvised gives you the conversation.

80%

Of heirs fire their parents' advisor after inheriting

$11.9T

Destined for philanthropy in the great wealth transfer

67%

Of next-gen clients expect digital-first advisory experiences

41%

Of advisors call wealth transfer an existential threat to their business

Sources: Cerulli Associates, Accenture, Natixis 2025 Global Survey of Individual Investors

The Solution

The missing module in wealth planning.

What financial planning software does for retirement, WellAdvised does for giving.

Every advisor has a tool for:

  • Retirement planning
  • Tax planning
  • Estate planning

But when the conversation turns to charitable giving, most advisors are working from a blank page, a generic questionnaire, or a six-month consulting engagement.

As AI commoditizes investment advice, the conversations that keep clients are the ones no algorithm can have.

WellAdvised is purpose-built philanthropy planning software. It fills the gap every advisor has.

Without Philanthropy Planning

  • Philanthropy conversations stall after “what causes do you care about?”
  • Generic surveys, PDF worksheets, or no process at all
  • Research burden falls on you — or the client gives up
  • No deliverable to share with the family
  • Clients make giving decisions reactively, one ask at a time

With WellAdvised

  • Structured planning process from values to action
  • AI-powered discovery in 15 minutes, not a three-hour facilitated session
  • Professional Philanthropic Profile you deliver to the client
  • Backed by Canadian charity data, not generic recommendations
  • Clients give strategically, with a framework they revisit year over year
Capabilities

Built for the advisor who leads.

Philanthropy Planning

The philanthropy conversation is the one advisors feel least prepared to lead. WellAdvised gives you a repeatable process that ends in a professional Philanthropic Profile — giving identity, focus areas, allocation framework, and a generosity statement. Optional modules for faith, family, and crisis response.

Finding Aligned Charities

Every charity you recommend carries your reputation with it. WellAdvised filters across 85,000+ Canadian charities by AI-classified cause area, geography, funding profile, and governance strength. Every recommendation grounded in data, not a Google search.

Charity Due Diligence

Vetting a charity on deadline is nobody's idea of billable work. Pull a standardized due diligence report covering financials, governance, impact, and peer benchmarks in minutes. Source documents and CRA filings synthesized into one report you hand to your client with confidence.
Also included

Grant management

For advisors running family foundations or client giving opportunities. Launch grants, review applications, track disbursements.

White-label ready

Deliver under your firm's brand. Your client relationship, our infrastructure.

The custom-sounding detail you were able to get. There was real back-and-forth work done. This wasn't just somebody who Googled it.

Steve Leduc

Steve Leduc

Family Advisor

Lead the conversation. Keep the family.

Book a DemoView Sample Philanthropic Profile