G2

Emily H.

Vice President & Partner

Small-Business (50 or fewer emp.)

6/11/2026

"Hands-On Onboarding, Intuitive UX, and Insightful Client Engagement"

5/5

What do you like best about Total Family?

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.

What do you dislike about Total Family?

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.

What problems is Total Family solving and how is that benefiting you?

Total Family is helping to support legacy conversations with clients as a value add to our core services in a scalable way. It's helping to deepen engagement with existing clients, provide insights into the values of prospective clients to support rich conversations around purpose, and is helping us meet younger generations of a client's family. Review collected by and hosted on G2.com.