Embedded Compliance
Clarify complex Succession cases in an instant
The fastest way to answer complex, country-specific Succession cases.
The challenge
Every wealth manager deals with dozens of difficult Succession cases each year, yet most financial institutions still struggle with complex situations such as the death of a client domiciled abroad.
Verified Succession guidance for 50+ jurisdictions
- Access up-to-date, verified Succession information and document samples for 50+ jurisdictions through an easy-to-use Assistant App.
- Learn within seconds who is entitled to obtain information about the client relationship.
- Business and legal teams can rely on verified legal information even for complex succession cases.
- Understand which country-specific legitimating documents involved parties must present, and access sample documents.
- Save time and resources by subscribing to a cost-efficient legal service.
What you get
Broad market coverage
Solve your Succession cases based on verified, highly detailed legal information for 50+ jurisdictions.
Dynamic and highly detailed
Determine who is entitled to disposition rights (heirs, executor, notary, etc.) and which legitimating documents parties must present, incl. local term and formal requirements.
Access sample documents
Access sample documents for most countries and instantly clarify the legitimacy of documents presented to you.
Multi-language
Guidance can be queried in all major languages, including simplified Chinese.
Verification possibility
Where business users have access to the Succession Assistant App, legal teams can optionally review answers through a verification workflow.
Audit trail, confidentiality and security
Enterprise-ready security with history and audit log functionality. Your requests are never used to train large language models.
All you need to manage Succession cases efficiently and compliantly
Succession Assistant
Give employees up-to-date Succession guidance through a web-based Assistant App that answers complex questions within seconds.
Governance Hub
Access sample documents and manage access rights for your organisation at a granular level.
Monitoring Hub
Monitor usage across teams, review and verify answers, train result quality, and rely on a full audit trail for auditors and regulators.
Succession API or Agent
Integrate the Succession Assistant into existing business processes and tools through REST API or MCP.
Discuss your situation with an expert, for free
Contact us for an initial analysis and to learn whether our solution fits your needs.