Covet
Empowering RIAs to deliver exceptional legacy planning.
"Covet is a specialized legacy planning platform designed to help RIAs guide clients through complex estate planning and wealth transfer strategies. It provides tools for modeling different scenarios, collaborating with legal and tax professionals, and ensuring clients' wishes are accurately documented and executed. Firms use Covet to offer comprehensive legacy planning services, differentiate their offerings, and strengthen client relationships."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Covet empowers RIAs to provide comprehensive legacy planning services, helping clients effectively manage and transfer their wealth for future generations."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Covet integrates into institutional RIA stacks.
Alternative Peer Landscapes
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Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Currence
Automated cash flow planning for smarter financial decisions.