Legacy Sage becomes the shared canvas between you and your client households — a permissioned, audited, family-readable layer that makes you indispensable, quietly.
Each principal with their own version of the truth, none of them current.
The same conversation, the same PDFs, every ninety days.
A six-week intake that loses momentum before the first recommendation lands.
Continuously reconciled across every household and account you steward.
Tax and fee alpha surfaced automatically; you bring the judgement.
One workspace per family, with you and your team named.
Quarterly Legacy Alpha scan flagged a small custodial 1099 that had been silently rolling, untaxed, for four years.
“Our advisor finally has the full picture without a single new spreadsheet.”
“Legacy Sage is the first platform my associates ask to use.”
“Onboarding a new household used to take a quarter. Now it takes a week.”
A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.
