Private Wealth

Make complex arrangements easy to understand

Effortlessly create family trees, estate plans, and trust
structures to communicate your advice clearly

Powerful visualization to focus and elevate your advice

Respond with faster turnaround times
Generate visualizations rapidly with StructureFlow's bespoke canvas that removes the frustrations of PowerPoint
Ensure comprehensive analysis
Enhance decision-making with visual projects that provide all relevant detail
Produce perfect client deliverables
Slot visualizations into PowerPoint reports, keeping all branding intact
Enjoy powerful shortcuts
Create charts by importing from Excel, PowerPoint, image or text, using StructureFlow's AI capabilities

Features

Purpose built for bringing clarity to complexity

Rapid Diagramming
Fast, intuitive diagramming
Create complex structures, family trees and process maps with ease
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Ai Chart generation
AI-powered chart generation
Generate structures or timelines from text or images
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fund-from-data
Group structures from data
Immediately visualize an existing structure from entity information
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Client Docs
Exceptional client advice
Beautifully designed by default, so you don't have to