The onboarding process was very hands on and we continue to receive a ton of support to make sure we are receiving as much value as possible. The user experience is very intuitive for both myself as the advisor and the clients I invite to use the platform. I receive helpful insights automatically that I can use to support conversations with my clients and untap new ways to engage with them on a deeper level. KinAI is a useful feature that helps me craft communications, answer questions, and learn more about how to use the platform in specific use cases. Review collected by and hosted on G2.com.

I've run into trouble in the past with inviting other family members to join an existing family - it wasn't clear the best way to do this and the resources didn't specifically cover this. However, support was prompt and resolved my issue quickly. I can't say that there's anything I truly dislike about Total Family. Review collected by and hosted on G2.com.

The ability to curate conversations that most advisors aren’t having—and that some families aren’t even having internally across generations.

The interface is very user-friendly and intuitive to use. The ability to add photos, milestone and legacy letters all in one vault Review collected by and hosted on G2.com.

I honestly don’t see any real downsides to Total Family. Building out and “onboarding” everything Total Family has to offer can take a while, but conversations around legacy, values, and related topics aren’t meant to be rushed or wrapped up in a short stint. Review collected by and hosted on G2.com.

Provides a collaborative platform that deepens client relationships by facilitating meaningful conversations about personal and family values, purposes, and roles. Review collected by and hosted on G2.com.

Not much, other than familiarizing yourself with the portal and the available resources. Review collected by and hosted on G2.com.