Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
NaviPlanNaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
-
Gravity SoftwareMulti-Entity Accounting Built for Growth Gravity Software is a modern, cloud-native accounting platform designed for companies that have outgrown basic solutions like QuickBooks or outdated legacy software such as Sage 50. Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems. 🎈 Multi-entity and multi-location accounting 🎈 Power BI reporting and real-time dashboards 🎈 AP automation and multi-level approvals 🎈 Full visibility across business entities 🎈 Unified platform for financials, sales, and operations Trusted by organizations across real estate, family offices, healthcare, hospitality, professional services, and nonprofits, Gravity Software helps growing companies gain control, reduce inefficiencies, and scale with confidence. 👉 Explore more at gogravity.com
-
Orca SecurityOrca Security is the pioneer of agentless cloud security that is trusted by hundreds of enterprises globally. Orca makes cloud security possible for enterprises moving to and scaling in the cloud with its patented SideScanning™ technology and Unified Data Model. The Orca Cloud Security Platform delivers the world's most comprehensive coverage and visibility of risks across AWS, Azure, Google Cloud and Kubernetes.
-
BuildiumJoin thousands of property managers who trust Buildium to take control of every aspect of their business and drive more revenue per door. It’s the #1 most recommended for a reason. Buildium is all-in-one property management software loaded with all the features you need to thrive—accounting, communications, leasing, top-rated mobile apps and more. You’ll be able to find new revenue streams from resident services, count on award-winning support, and tap into an ecosystem of proven integrations with Buildium Marketplace. No matter the portfolio, Buildium is purpose-built for your job. With packages starting at just $62 a month, and zero hidden fees, it’s no wonder Buildium is ranked by Forbes to be the “Best Real Estate Accounting Software for Property Managers.”
-
Asym CapitalExperience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
-
OfficeSpace SoftwareOfficeSpace Software is the #1 AI Operating System for the Built World, delivering an intelligent platform that helps organizations plan, manage, and optimize their physical workplaces. The system unifies space planning, desk and room reservations, wayfinding, visitor management, asset tracking, maintenance workflows, and workplace analytics in a single platform designed for scale and collaboration. AI-enabled analytics, predictive insights, and automated workflows give teams a clear view of how spaces are used and how people work across locations. Facilities, HR, IT, and Real Estate leaders use the platform to support hybrid and flexible environments, improve space utilization, streamline operations, and enhance the employee experience while reducing real estate and operational costs. Recognized by Gartner for innovation in the Workplace Experience Applications market, OfficeSpace provides a scalable foundation for future-ready workplaces. By connecting people, spaces, and assets through actionable data, the platform helps organizations make informed decisions and achieve measurable business outcomes.
-
LoftyLofty, formerly Chime, is a platform that combines a powerful AI-powered CRM with popular tools such as our Dynamic CMA, automated social media marketing, and a stunning IDX website. It's known for its ease-of-use. Our intuitive system is designed from the ground-up for real estate professionals who want to drive more leads and close them. No matter how long your agents have worked in the industry or their level in technical skills, they can easily use Lofty to generate results. Want an AI assistant who engages with leads 24/7, and learns from its interactions? We have that. Want a geo-farming tool that will help you find those hard-to locate seller leads in your neighborhood? We have that (it's already built-in). Want award-winning software that understands the way teams work and helps you stand out in the competition? We have all of that and more. Want to close MORE deals FASTER? Lofty is here!
-
EverstageEverstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.
-
ProcareProcare is the most widely used child care management solution for child care centers, before and after school programs, and youth organizations to ease the burdens of running a business, coordinating staff, communicating with parents, and educating their children. ADMINISTRATION Manage every aspect of your center or multi-centers, all in one cloud-based, integrated platform. COMMUNICATION Keep your staff and parents connected on all milestones and activities, whether by phone, email, text, or the app, creating an environment of exceptional child care. BILLING AND PAYMENTS Automated billing and payment collection, making it convenient for parents while providing integrated, real-time data and functionality for providers. FINANCIAL MANAGEMENT Central real-time view of all financials and receivables for the center through the integrated dashboard. LESSON PLANNING Create lesson plans, student assessments, and manage lessons by classroom without the stress and time-consuming task of outdated paper formats. MOBILE APP An easy-to-use app that is fully integrated, for staff and family engagement, allowing centers to stay connected with families. AND MORE.. That’s why over 40,000 customers choose Procare.
-
RealEstateAPI (REAPI)RealEstateAPI (REAPI) provides big data as a platform. We provide our customers with fast, flexible APIs that give them access to property information. Our 'Smart API System' delivers data and a data structure that makes development faster. Our APIs are used by a wide range of companies, from startups to publicly-traded companies, to create SaaS applications, train AI models and generate insights quickly. Our APIs are used by customers in the proptech, home services and fintech industries to access financial and physical details of 159M properties across the country. Our solutions allow companies to scale operations quickly while reducing risks and costs associated with data manipulation the old-school way.
Description
Elayne simplifies the complexities of estate planning and estate settlement by offering a single platform for organizing documents, managing finances, and guiding families through critical decisions. Its powerful AI analyzes your accounts and uploaded documents to assess your estate readiness, highlight gaps, and recommend actions that strengthen your legacy. Families can securely connect, share information, and collaborate with a built-in network that keeps everyone aligned. For those navigating loss, Elayne generates a personalized roadmap that covers legal tasks, financial steps, and administrative responsibilities. A human concierge is available to provide compassionate support and answer questions every step of the way. Automated workflows uncover financial accounts, file claims, and streamline asset transfers to minimize delays. Security and privacy are core to the platform, with bank-level encryption, SOC II certification, HIPAA compliance, and MFA built in. Elayne helps families plan confidently and handle loss with structure, clarity, and care.
Description
Wealth Docx Complete is a versatile cloud-based software designed for attorneys to draft estate planning documents conveniently from any location and device. This innovative platform features interactive templates suitable for creating both simple and intricate wills and trusts, alongside an extensive range of solutions for charitable planning, asset protection, and retirement needs. Among its key offerings are personalized document drafting options, guided interviews for tailored documents, and scenario-specific design templates that accommodate various fact patterns. The software also ensures users benefit from automated updates that reflect the latest legal terminology and features, alongside state-specific documents that integrate preferred provisions or necessary statutory references. Additionally, it provides essential ancillary documents such as durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Moreover, it includes comprehensive charitable planning solutions, which cover testamentary charitable trusts and private foundations. Other supporting documents available through the software are pour-over wills, powers of attorney, and property agreements, making it a robust tool for estate planning professionals. This makes the software not only user-friendly but also a comprehensive resource for all estate planning needs.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$24/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Elayne
Founded
2024
Country
United States
Website
www.elayne.com
Vendor Details
Company Name
WealthCounsel
Founded
1997
Country
United States
Website
www.wealthcounsel.com/software-for-attorneys/wealth-docx-complete
