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description: Review of Total Family Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Total Family | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Total Family](/software/655371/Total-Family)

# Total Family

Canonical: https://www.softwareadvice.com.au/software/655371/Total-Family

> If you're a wealth advisor trying to stay relevant to clients in an age of AI-driven portfolio management, or a family office looking for a better way to help clients think beyond the balance sheet, Total Family was built for you.

Total Family is a family legacy platform used by RIAs, financial advisory firms, family offices, and wealth consultants who want to deepen client relationships and hold on to assets through generational wealth transfers. Right now, roughly 8 in 10 families fire their parents' advisor once an inheritance changes hands. Total Family gives advisors a concrete, client-facing way to prevent that by becoming part of the family's legacy story long before a transfer happens.

Here's how it works: advisors invite clients into the platform, where families build a Personal Vision (values, purpose, and life roles), a Family Vision (shared priorities and goals across generations), a Milestones timeline (a living record of the family's story), and Legacy Letters (private, written guidance for the people they love). KinAI, the built-in AI assistant, helps families reflect on and organize all of it, so the process never feels like homework. Advisors get a dashboard that surfaces this context automatically, so every client meeting starts from a place of real understanding instead of a portfolio review.

Total Family is a strong fit for advisors who already see themselves as more than a money manager and want software that proves it. It is not a genealogy tool, an estate-planning platform, or a tax product; it is purpose-built for the "who we are and what we want to pass on" conversation that most firms currently have no system for at all.

Getting started takes minutes: enroll a client in under a minute from the advisor dashboard, and clients complete their first Personal Vision in about 10 to 12 minutes. New advisors can try the full platform with a 30-day free trial at totalfamily.io, and every account includes access to the Advisor Resource Library along with direct support from the Total Family team as you roll it out to clients. Total Family is entirely cloud-based, so there is nothing to install and it works from any browser.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Total Family
- **Location**: Lutherville, US
- **Founded**: 2021

## Commercial Context

- **Starting Price**: USD 5,000.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Annual premium license priced at $5,000 per advisor. One license includes unlimited family enrollments, a white-labeled client experience, an advisor education library, and access to all platform updates. Enterprise and firm-wide pricing is available, contact Total Family directly for a tailored quote."
- **Target Audience**: 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- AI Copilot
- Client Management
- Cloud
- Contact Management
- Dashboard
- Document Management
- For Financial Institutions
- Generative AI
- Knowledge Base
- Mobility
- Relationship Tracking

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Financial CRM Software](https://www.softwareadvice.com.au/directory/3247/financial/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/655371/Total-Family)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/655371-Total-Family/> |
| en-AU | <https://www.softwareadvice.com.au/software/655371/Total-Family> |
| en-GB | <https://www.softwareadvice.co.uk/software/655371/Total-Family> |
| en-IE | <https://www.softwareadvice.ie/software/655371/Total-Family> |
| en-NZ | <https://www.softwareadvice.co.nz/software/655371/Total-Family> |

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