Keep the client
when the wealth moves.
Upfloat is the relationship-intelligence layer for wealth firms. It builds a living memory of every household — and makes the heir a first-class user before the money transfers, not after.
The heir is no one's user.
Every system in the stack models the account holder. None model the household across generations — so when the money moves, the relationship doesn't.
Trapped intelligence
Relationship data scatters across CRM, email, transcripts and custodians — and lives only in the advisor's head.
Stitched by hand
It gets hand-assembled into static PDF packets — slow, inconsistent, lossy, and built for the boomer client.
Ignored by the heir
The next generation wants real-time, glanceable, mobile-first. They never open the packet — then they leave.
One foundation that connects the stack, remembers the household, and acts on what matters.
Upfloat sits above the point tools and beside the systems of record — the connective layer none of them are built to be.
Household Memory Graph
A living memory of every client and heir, unified across every system.
Event-aware briefs
Assembles a pre-meeting brief automatically off your calendar.
Next-gen delivery
Client stories in formats heirs engage with — advisor-approved before send.
Compliance built in
Every output logged, reviewable, and archivable. Human in the loop by design.