Client 360 view
Understand the complete family situation — net worth, assets, liabilities, relationships, goals, protection, and legacy readiness in one place.
Net worthAssetsFamily structureLegacy readiness
For professionals
The wealth infrastructure
behind modern advisors.
Sampul helps wealth professionals manage complex family wealth, collaborate with clients, and deliver holistic financial guidance across generations.
Client 360 wealth view
Ahmad Family
Net worth
RM 12.8M
Assets
- Property
- Investments
- Business
Alt. credit score
752 · Good
Protection
85% complete
Legacy
Planning in progress
Documents
24 files
The challenge
Managing modern wealth requires more than spreadsheets and documents.
Today's advisors manage fragmented information across accounts, properties, businesses, policies, trust structures, and family relationships — often with limited visibility and manual reporting.
What professionals manage today
Bank accounts
Investments
Properties- Businesses
Insurance
Trust structures
Family members
Legacy documents
Current friction
- Information scattered across tools
- Limited family visibility
- Manual reporting and updates
- Difficult client collaboration
- Legacy planning disconnected from wealth planning
Sampul brings the complete family wealth picture together.
The platform
One platform for complete family wealth intelligence.
From client onboarding to legacy planning — one connected workspace for professionals who advise across generations.
Wealth planning workspace
Build recommendations, track progress, identify gaps, and manage planning conversations with clarity.
RecommendationsGap analysisProgress trackingAdvisory notes
Family collaboration
Enable secure sharing, document collaboration, and long-term relationship management with the households you serve.
Secure sharingDocumentsHousehold accessRelationship history
Legacy planning integration
Connect wasiat, hibah, trust, beneficiaries, and estate planning to the broader wealth picture — not as a separate workflow.
WasiatHibahTrustBeneficiaries
Alternative credit scoring & lending readiness
Score clients from cash flow, behaviour, and household data — not just bureau reports — so advice covers borrowing capacity for thin-file and underserved households.
Alternative scoringCash-flow signalsLending readinessThin-file clients
Client-ready reports & presentations
Generate household review packs in minutes — net worth snapshots, gap summaries, and legacy readiness views you can walk through in the room or share securely.
Review packsPresentationsNet worth snapshotsSecure export
Built for
Who Sampul is built for.
Wealth advisors“Deepen client relationships beyond investments.”
- Complete household view
- Alternative credit profile
- Long-term engagement
Estate professionals“Move beyond documents into family wealth planning.”
- Asset visibility
- Family information
- Legacy workflow
Tax & accounting“Advise from the full household picture.”
- Household tax context
- Zakat-aware workflows
- Review-ready exports
Financial planners“Build holistic plans from real household data.”
- Goals and cash flow
- Protection reviews
- Advice-ready reports
Takaful agents“See protection gaps in the full family picture.”
- Coverage in context
- Household reviews
- Renewal reminders
Lawyers“Advise from the full family wealth picture.”
- Asset-linked client view
- Wasiat prep
- Secure document vault
The workflow
From financial information to meaningful advice.
Before Sampul
- Client information
- Spreadsheets
- Separate documents
- Limited visibility
With Sampul
- Client onboarding
- Complete wealth profile
- Alternative credit profile & scoring
- Identify opportunities
- Deliver personalised advice
- Long-term relationship
Advisor experience
A realistic view of your practice.
Advisor dashboard
Today’s actions
3 clients require attention
Client A — Rahman Family
Protection gap identified
Client B — Lim Holdings
Alternative score dip — review financing
Client C — Siti & Kamal
Portfolio review due
Insight from client data
Rahman Family’s cash-flow signals weakened this quarter. Schedule an alternative credit review before recommending new facilities.
Institutional standards
Built for professionals who manage people’s most important decisions.
Designed to meet the standards expected by leading institutions and family offices.
Shariah-aligned framework
Islamic wealth principles integrated into planning workflows — from zakat to faraid.
Trustee partnerships
Structured to work with licensed trustees and institutional partners.
Data security
Encrypted client information with role-based access and audit-ready controls.
Alternative credit scoring
Consent-led alternative scoring from household cash flow and behaviour — beyond bureau-only models, ready for lending conversations and ongoing monitoring.
Professional ecosystem
A vetted network of licensed advisors, planners, and specialists.
Governance standards
Household permissions, consent flows, and document management built for regulated advice.
Partnership
Grow your advisory practice with Sampul.
Individual professionals
For advisors, planners, and specialists building deeper client relationships.
- · Client management tools
- · Wealth planning workspace
- · Secure household collaboration
Firms
For practices and advisory teams serving multiple households.
- · Team collaboration
- · Multiple advisors
- · Enterprise support
Institutions
For banks, trustees, and wealth organisations seeking digital transformation.
- · Strategic partnership
- · Platform integration
- · Co-branded experiences
Build the future of family wealth advisory.
Join Sampul and give your clients a clearer, more connected wealth experience.
Partnership enquiries welcome from advisors, firms, and institutions.