Watch Leafplanner’s WEBINAR

leafplanner Launches Enhanced Features to Streamline Workflows, Deepen Family Engagement, and Strengthen Advisor Collaboration

leafplanner, a purpose-built software platform designed for families of wealth and their advisors, is pleased to share the latest updates to the platform. These enhancements are thoughtfully designed to further empower families and advisory teams with tools that promote clarity, continuity, and confidence in managing and mapping critical family information.

Read about leafplanner’s recent win at the Family Wealth Report Awards.

Guided by client feedback and ongoing commitment to innovation, this release introduces several powerful enhancements. Here are a few:

• Refreshed Family Portal Experience
  A more intuitive interface enables streamlined navigation and provides a clearer view of your family’s organizational progress.
  
  
• Multi-leafplan Support
  Manage multiple leafplans within a single account—ideal for advisors supporting several clients or for family offices overseeing multiple households and generational branches.
  
  
• Task Management
  Create, assign, and track tasks efficiently—whether setting reminders to update a will, scheduling family meetings, or sharing documents with advisors.
  
  
• Enhanced Organization Tools
  Benefit from improved categorization, streamlined navigation, and greater flexibility to structure your family’s information with precision and purpose.

Each enhancement reinforces leafplanner’s mission: to provide a platform that doesn’t just document, but actively supports the education, engagement, and empowerment of families and their advisory teams.

Interested in seeing the new features in action?
leafplanner invites you to schedule a personalized demo with a member of their team to explore how these enhancements can support your family’s unique needs.

As always, leafplanner remains committed to evolving alongside the families and professionals we serve.

To learn more please contact Leafplanner at hello@leafplanner.com.