Solutions

Legado exists to help your customers get everything important organised once and for all – Annual statements, wills, life insurance policies, pension statements, pet information, funeral plans and so much more.

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Find out how Legado helps your customers

Planning software that puts people first

Planning software that puts people first

Our digital vault and life planning solutions provide you with insight and provide your customers or staff with all the tools they need to feel supported, happier and more prepared as they reach key life stages. Whether they are having a newborn, planning for retirement or planning for the end-of-life, it’s never too soon (or too late) to start helping them to digitise and organise their family’s information.

Create great customer engagements

Create great customer engagements

Easy online experiences attract new customers and help you build loyalty. With a rich set of APIs to create tailored experiences, you provide customers with a more meaningful and interactive way to access key documents and information.

Client-owned digital vault

Client-owned digital vault

Our platform can help drive seamless multiparty collaboration, where exchanges of confidential content and personal data stay both secure, compliant, and within your eco-system (between your customers and their closest circle of family, friends and advisers)

Modern data management

Modern data management

With our native cloud-based technology and modern architecture, Legado provides a superior solution for interacting and exchanging data with customers

Solution flexibility

Solution flexibility

You choose how to deploy our software solution. We have a flexible decoupled API enabling seamless integration into your existing digital experience. We can enhance your current document capabilities by pulling in the very best of our platform, to deliver the exact experience your customers want and your business needs. We also offer co-branded and white-labeled versions of our digital vault. Whether you want to learn more about your customers, cross-sell products and services, or simply drive daily engagement, it’s all managed by our expert team. 

Streamline key processes for seamless customer experiences

Streamline key processes for seamless customer experiences

Simplify how you work with cloud data management. When you do, you eliminate content silos and legacy systems, secure data across your organisation, and build lasting relationships with customers by creating a powerful customers experience.

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To find out more about Legado, talk to us.

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