Wallace Succession captures how you run your practice, your judgment, your cadence, your client relationships, and hands it to the next advisor intact. So the book you spent a career building doesn't walk out the door when you do.
When you retire, the assets transfer but the methodology walks out the door, the segmentation, the cadence, the hundred small rules that live only in your head. Clients feel the drift, and they leave.
Decades of judgment, how you tier clients, when you act, what you say in a downturn, live in your head, not in any system.
External transitions bleed 35 to 45% of clients within two years as relationships fail to transfer and the service model changes.
A book that erodes the moment you step back is worth a fraction at sale, and leaves your clients worse off.
Three simple steps. No IT project, no new software to learn, no data leaving your hands.
Upload your notes, client data, and the way you work, then answer a few plain-English questions. That's it.
Wallace's AI turns it into your Methodology Profile: the rules, cadence, and judgment that make you, you, with the reasoning behind each one.
Your successor runs every client exactly the way you did, from day one, guided by your Twin at every decision.
Your practice evolves, and so does your Twin. Every new note, meeting, and decision keeps it up to date, so it's always ready, whether succession is five years away or arrives unexpectedly tomorrow.
The difference between an external sale and a true continuity plan is whether your clients ever feel the change.
Protect the enterprise value you spent a career building, so it transfers whole.
Move from 35 to 45% attrition toward the 5 to 8% of a handoff where the successor already runs things your way.
The next advisor steps in fluent, guided by your method at every client and every decision.
We built Wallace Succession the way advisors need it: private by default, and squarely inside your fiduciary duties.
Your files are read to build your methodology, then discarded. We keep the playbook, not your client roster.
Wallace is software. We never hold assets, place trades, or act on your behalf.
Built by Wallace Finance, an SEC-registered investment adviser that lives by the same rules you do.
Nothing enters your Twin without your approval, and you can export or delete it at any time.
No. You upload files and answer a few plain-English questions. The AI does the heavy lifting, and everything it produces is reviewed and approved by you. If you can send an email, you can build your Twin.
It's processed to capture your methodology, then discarded. We store the derived playbook and its history, not your client records. Wallace takes no custody and no discretion, and you can export or delete your Twin at any time.
About ten minutes to begin. You'll have a first draft of your Methodology Profile the same session, then refine it over time as your practice evolves.
That's exactly why it's a living twin. It stays current as you work, so whether you're planning a handoff for 2030 or an unexpected event happens tomorrow, your successor inherits a complete, up-to-date playbook.
Never. It captures your judgment so it can be carried forward by the person who takes your place. You stay the decision-maker; the Twin makes your decisions transferable.
Intelligent succession planning that keeps your methodology, and your clients, when you step back.
Wallace Finance is an SEC-registered investment adviser. Wallace Succession is software for financial professionals; it provides no investment advice, takes no custody of assets, and exercises no discretion. Statistics are drawn from third-party industry research and provided for illustration. Figures and product depictions are illustrative and not a guarantee of any outcome. Copyright 2026 Wallace Finance. All rights reserved.