Technology to streamline your practice with smart asset cataloguing and digital safe keeping of client documents with Teleskop.
Most interactions are one-off and it is hard to foster long term generational relationship.
Teleskop sets you apart with digital tools in your practice, built to create a competitive advantage for client relationships that last.
Store, centralise and secure client assets with ease.
Teleskop provides a complete, up-to-date view of each client’s financial health, enabling you to identify new opportunities and offer proactive advice. By helping your clients gain visibility of their wealth, you can add more value and build meaningful relationships as their trusted advisor.
Transform one-time engagements into trusted partnerships.
Strengthen client relationships by offering a comprehensive legacy planning solution. With Teleskop, you can provide ongoing value and support — ensuring your clients have a well-organised, accessible record of their assets. Demonstrate commitment to your clients’ long-term needs.
Support your clients with complete peace of mind.
Tools for your clients to pass on emotional and financial aspects of their legacy built over a lifetime to their loves ones. The sophisticated release mechanism enables them to share personal messages, cherished memories, and emotional belongings. Our bereavement concierge adds a human touch to the process.
Our specialised Bereavement Concierge guides your clients and their families in their grieving period with a customised care plan.
Our 8-pillar framework is designed to help with legal and administrative tasks, estate settlement, financial matters and also counselling for loss, if needed.
We help build and foster a deeper generational relationship of trust with the estate planners and lawyers.
Access to the app will be available until 31st July 2025. If you have any data or content stored with us, you can download the PDF summary, detailed excel and a zip file of all documents. All data will be deleted permanently on 1st of August. If you have an active subscription, a refund will be made to your card in due course.
Thank you note from the founders.
For support during this transition, reach us at [email protected]