FamilyGram keeps every client family clear
Manage family groups, record the relationships that matter, and create consistent family tree diagrams for advice, planning and client conversations.
How it works
From client record to family tree
FamilyGram keeps the underlying family information and the diagram connected, so an update is made once and reflected wherever the family is shown.
01
Create a client family group
Keep each family in its own secure workspace, ready for your professional team to maintain.
02
Record people and relationships
Capture the family detail behind the diagram, including parents, partners, children and supporting files.
03
Generate the family tree
Choose the family members to include and FamilyGram lays out a clear diagram automatically.
Built for professional work
The family context your advice depends on
FamilyGram gives advisers a focused place to maintain family information without the overhead of a general genealogy platform or the fragility of hand-drawn diagrams.
A client family record
Bring people, relationships and saved documents together in one maintained record for each client family.
Automatic family tree layout
Turn complex family relationships into consistent diagrams without rebuilding charts by hand.
Professional output
Export clear PDF and PNG diagrams for advice files, estate planning discussions and client meetings.
One source of truth
Maintain the family record behind the diagram.
Consistent across the practice
Give every adviser the same clear visual language.
Ready for the meeting
Open, update and export without rebuilding the chart.
Practice-based pricing
Start free, then grow with your client book
All plans include unlimited users. Capacity is based on family groups.
Free
Free
1 family group
25 Groups
$55 / year
25 family groups
50 Groups
$110 / year
50 family groups
Make the next family conversation clearer