Legacy WealthWealth management
Financial planning, investments and retirement income.
The Town Square
Find the professionals
your clients trust.
Every business on Cyndi OS can list itself in the Town Square. Find CPAs, estate attorneys and insurance specialists on the same platform, then serve shared clients from one source of truth.
Legacy TaxTax & accounting
Tax preparation and planning for families and businesses.
Legacy InsuranceInsurance
Coverage for homes, businesses and what matters most.
Legacy LifeLife insurance
Life, disability and long-term care protection.
Legacy ComplianceCompliance
Compliance support for advisory businesses.
Legacy CreativeMarketing & creative
Brand, design and marketing for professional businesses.
LA
Legacy AuditoriumEvents & venues
A home for seminars, workshops and client events.
Legacy VisionTechnology
The team behind Cyndi OS.
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Your business hereEstate law
Trusts, estates and the families you plan with.
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Your business hereBanking
Lending and treasury for the clients you share.
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Your business hereReal estate
Homes and properties your clients are buying and selling.
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Your business hereBenefits
Retirement plans and group benefits for employers.
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Your business hereHealthcare
Practices serving the same families you do.
The Legacy family of companies, with open spots for every industry. Tap a button to try it.
Every app runs on the same records. Tap Install to add one to your tray.
One source of truth
Your clients' data, shared on their terms.
One source of truth the client controls. Like a credit freeze, it stays locked until they open it to the professionals they choose, and they can close it again at any time.
- The client decides. They approve by an emailed link and a six-digit code.
- You choose how much. Each item is shared to view, to correct, to add to, or as a copy to keep.
- Sensitive data stays home. Never a full SSN, tax ID or routing number. Account numbers show their last four.
- Ends when anyone says so. Every share has an end date, and any party can stop it at once.
Applications
Apps for how your business works.
Switch on the packages your business needs. Every app reads the same clients, follows the same permissions and writes to the same audit trail.