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The estate planning solution you've been searching for

Lexica is a new, elegantly simple cloud based software that delivers value for your firm and legal protection for your clients.

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Protect them, free yourself

Lexica enables advisory firms such as accountancy practices, financial planners, and mortgage and insurance brokers the ability to offer specialist estate planning services to their clients. Get to know Lexica and how it streamlines the estate planning process for your clients. In summary: you provide the clients, Lexica provides the rest.

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Less learning, more doing

 

Business owners are now required to manage a lot of online systems; we think Lexica will be your favourite. Our beautifully simple interface just makes sense. A quick demonstration is all that is required before you start self-driving towards stronger client relationships and new revenue streams.

Less learning, more doing

 

Business owners are now required to manage a lot of online systems; we think Lexica will be your favourite. Our beautifully simple interface just makes sense. A quick demonstration is all that is required before you start self-driving towards stronger client relationships and new revenue streams.

"Lexica helps my clients and my business"

 

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How Lexica helps your business

A summary of key benefits for proactive owners of professional services firms

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Stronger Relationships

Earned the place of Trusted Advisor? Lexica helps reinforce this with a solution that looks after your client' best interests.

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Increased Revenue

Significantly increase your revenue, with healthy margins that recognise the value of owning the client relationship.

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Diversified Yield

Tap into latent opportunities and increase yield without compromising existing revenues streams.

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Support

When you need assistance, there’s a dedicated team able to assist – from training to tech support.

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Ease of Use

Lexica’s intuitive interface means even non-tech savvy professionals can get up-to-speed on core tasks quickly.

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Streamlined Marketing

Start the process, then let Lexica’s marketing automation take care of selling, converting, and reminding clients.

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What our users say

 

Read a sample of what existing Lexica users have to say about how it has helped their clients and businesses

 

“Estate planning is an essential part of a financial plan, however, I find it is often left out of the equation or overlooked. This system gives us a platform to provide real time strategies to support our clients and connect them to the best suited Estate Planning lawyer.”

Leon Phillips

Financial Planner, Sydney

With an aging population there is a fast growing need for Estate Planning. Yet despite my advice, my clients didn’t seem to action one. Lexica allows me to help my clients by actualy starting their Estate Plan for them. It gives me control of which Lawyers I use and how my clients are being serviced. Unlike other software, Lexica is the only online solution that generates leads and creates revenue for my business.”Lexica is at the forefront of digital Estate Planning software.

Jonathan Alchin

Financial Planner, Newcastle

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What our users say

 

Read a sample of what existing Lexica users have to say about how it has helped their clients and businesses

 

“Estate planning is an essential part of a financial plan, however, I find it is often left out of the equation or overlooked. This system gives us a platform to provide real time strategies to support our clients and connect them to the best suited Estate Planning lawyer.”

Leon Phillips

Financial Planner, Sydney

With an aging population there is a fast growing need for Estate Planning. Yet despite my advice, my clients didn’t seem to action one. Lexica allows me to help my clients by actualy starting their Estate Plan for them. It gives me control of which Lawyers I use and how my clients are being serviced. Unlike other software, Lexica is the only online solution that generates leads and creates revenue for my business.”Lexica is at the forefront of digital Estate Planning software.

Jonathan Alchin

Financial Planner, Newcastle

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