Enterprise
Legado works with enterprises to help clients and employees create, store and share all of their most important documents and information, providing them with valuable peace of mind.
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Gain Insight
Legado is your one-stop shop for what’s new with your client, giving you valuable opportunities to discuss changes to your client’s personal and family situation.
Increase revenue
Both directly and indirectly create more opportunities to engage with your clients and employees on a deeper and more meaningful level
Build loyalty
Give your clients and employees a tool that is genuinely valuable and drive true brand loyalty to your business
For Customers
Legado's technology, ready off the shelf as a co-branded product, puts the customer first. Your customers will get access to cutting-edge technology that completely modernises the way they plan for life’s different events and receive important documentation
For Employer Engagement and Employee Benefits
Using our GDPR-compliant dashboard, you’ll be able to get a personal insight into employees’ wants and needs, enabling you to provide more targeted benefits and promote holistic financial wellness, in turn improving productivity and employee loyalty