For Financial Advisors & Wealth Managers
Every year, billions in assets go unclaimed because no one knew where to look.
Families often struggle to locate accounts, investments, pensions, insurance, and digital assets spread across dozens of institutions. Assets get overlooked and advisors don't have total visibility. Perpetua helps ensure nothing gets missed.
How Perpetua Supports Your Practice
- 01
Authorize Access
The executor, surviving family member, trustee, or other authorized representative securely connects an email account they are permitted to access.
- 02
Find Financial Relationships
Perpetua surfaces signs of financial relationships across banks, brokerages, retirement providers, insurance, employers, benefits, utilities, subscriptions, and more.
- 03
Review in One Place
Potential institutions, accounts, and obligations are grouped so the family can investigate them efficiently instead of searching blindly.
- 04
Bring Findings to You
The client shares relevant results with their advisor, who can verify the broader financial picture and recommend the right next steps.
Our Platform
Asset Discovery
Help clients identify accounts and institutions that sit outside your firm, their financial plan, or existing aggregation tools.
Guided Inventory
Once assets are identified and verified, help clients decide whether to retitle, transfer, consolidate, invest, or coordinate with the family's broader plan.
Generational Continuity
Guide spouses and heirs through settlement, and turn the hardest moment into the reason the next generation stays.
Security & Compliance
Our platform is designed to limit unnecessary access while helping authorized representatives find the information they need. We only request what's needed to complete a task, retain data no longer than required, and never sell or share client information with third parties.
- CASA Tier 2 Certified
- SOC 2 Type II (In Progress)
- GDPR Aligned
Be the advisor who helps families find everything.
Whether you are an independent advisor or part of a larger firm, we tailor Perpetua to your workflow.