Agri-Generational, Inc.

Empower Agri-Generational Certified Advisors to build lasting legacies with real-time, pillar-based planning and visual modeling for farm and ranch families.

Data types

  • Client
  • FamilyMember
  • DiscoveryResponse
  • PillarWorkspace
  • ActionItem
  • Meeting
  • LegacyWealthModel
  • AdvisorProfile
  • ClientKnowledgeVault
  • SuccessionReport
  • ReportAuditLog
  • ClientTimelineEvent