For banks
Structure review as a desk service.
White-label review for the bank’s client. The client stays with you; commission follows the agreed plan. Demo quota is available for a pilot.
What the bank gets
White-label calculator with your brand. A small demo quota to try on real clients. A short talk track for the relationship manager.
What the client sees
Control index, savings orientation and watch zones. The full report is paid through the bank under the plan terms.
Why desks add it
One more concrete service in the client conversation — without pulling methodology into the browser.
Family, desk, and a clear map
Succession scenarios and a fast minority pass — before the counsel meeting.
Succession without blind spots