IronClad Family 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

IronClad Family

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Pricing

Pricing available upon request

About IronClad Family

IronClad Family is a planning platform designed for financial advisors to identify opportunities within their existing client base. It focuses on asset protection beyond portfolio management, supporting advisors in addressing areas such as life insurance needs, estate planning updates, and digital asset protection.

The platform includes a gap discovery process to uncover planning opportunities. It offers asset organization compliant with RUFADAA regulations and uses zero-knowledge encryption for data security. Features include protection for financial accounts, digital assets, important documents, and family instructions, all stored securely. Emergency notification capabilities provide alerts for changes in client information.

IronClad Family provides tools for financial account organization, digital asset protection, estate planning, generational asset transfer, and end-of-life planning. Security measures ensure data privacy and reduce liability for advisors.

IronClad Family Screenshots

IronClad Family Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Growth Plan - Entry level for testing

Pricing available upon request

Plan includes:

Revenue opportunity dashboard
Core digital vault platform
Integration with major advisor platforms

RO HOLISTIC ADVISOR PLAN (Most Popular)

Pricing available upon request

Plan includes:

Everything in Growth Plan PLUS:
Advanced gap discovery algorithms
Comprehensive revenue analytics
Priority support
Dedicated onboarding specialist

VIP Advisor Plan

Pricing available upon request

Plan includes:

Everything in Pro Plan PLUS:
Dedicated account manager
White-label customization

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IronClad Family Features

Popular features found in Financial Services
Billing & Invoicing
Financial Management
For Financial Institutions
Reporting/Analytics
Risk Management
Transaction Monitoring
More features of IronClad Family
Activity Dashboard
Alerts/Notifications
API
Asset Lifecycle Management
Audit Trail
Compliance Management
Contact Management
CRM
Customer Engagement
Data Import/Export
Financial Analysis
Performance Management
Secure Data Storage
Workflow Management