About Sensery

About company

Sensery gives wealth advisors, their clients and other trusted service providers a single, secure place to manage the wealth planning and service delivery process: on-boarding, planning, compliance and more - all online in one easy-to-use service. Sensery enables the wealth advisor to evolve from a practice to a platform: a full-service integrated capability that makes it easy to meet the full range of clients' wealth and life needs.