Best TrustedHeir Alternatives in 2026
Find the top alternatives to TrustedHeir currently available. Compare ratings, reviews, pricing, and features of TrustedHeir alternatives in 2026. Slashdot lists the best TrustedHeir alternatives on the market that offer competing products that are similar to TrustedHeir. Sort through TrustedHeir alternatives below to make the best choice for your needs
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Filecamp
Filecamp
175 RatingsFilecamp is a cloud-based Digital Asset Management (DAM) software solution that helps marketing & creative teams organize and share their digital media such as images, videos, and brand guidelines. Filecamp comes with unlimited users, each user configured with their own set of user-, admin-, and folder permissions. Filecamp's unique custom branding options will make sure your DAM system matches your brand guidelines. The built-in online proofing and commenting tools allow you to review and approve creative work. Prices start at only USD 29/month and their free 30-day trial allows you to test the solution with your files, teammates, and customers. -
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NaviPlan
Advicent
NaviPlan® 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. -
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eState Planner
eState Planner
$119 per montheState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients. -
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Eternal Pro
Eternal Pro
Eternal Pro is a modern, cloud-driven platform designed specifically for estate-planning experts, facilitating the efficient intake of both conventional and digital assets while promoting effective collaboration among attorneys, their teams, and clients, alongside real-time integration with practice-management systems. By replacing cumbersome paper forms, PDFs, and disorganized emails with a centralized hub, the software allows for customizable questionnaires that can be modified on the fly, along with real-time form editing capabilities for both clients and staff. Additionally, it provides a comprehensive asset inventory that includes everything from real estate to cryptocurrency wallets, as well as secure cold-storage technology to protect highly sensitive information. With direct integration capabilities to popular tools such as Clio, Lawmatics, MyCase, and access to over 9,000 additional applications through Zapier, it ensures seamless data flow for every client case without the risks of duplicate entries or human errors. This innovative approach not only simplifies the estate-planning process but also enhances overall productivity and accuracy for professionals in the field. -
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Arken
Arken
$140.29 per monthArken Legal Software offers a cloud-based estate planning solution aimed at modernizing the process of drafting essential legal documents such as wills, trusts, and powers of attorney. The platform employs a user-friendly questionnaire to gather client information, instantly producing well-organized, branded documents accompanied by comprehensive commentary for better understanding; error prevention features and dual-screen live drafting enable users to make adjustments on the fly. Their diverse product line includes various legal instruments ranging from straightforward wills to more intricate arrangements like Lasting Powers of Attorney and severance of joint tenancy, all created swiftly with limited manual input. By centralizing client data and maintaining strict adherence to branding and precedent guidelines, it also incorporates an "Intestacy Lead Generator" that informs clients about the implications of dying intestate, effectively aiding in business expansion. This innovative approach not only simplifies the workflow for legal professionals but also enhances client engagement and understanding during the estate planning process. -
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Luminary
Luminary
Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration. -
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Vanilla
Vanilla
Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures. -
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Wealth.com
Wealth.com
Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process. -
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Holistiplan
Holistiplan
$449 per yearHolistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively. -
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GoodTrust
GoodTrust
$149 one-time paymentGoodTrust provides a comprehensive estate-planning solution that allows individuals to create their own complete estate plans, which encompass wills, trusts, powers of attorney, healthcare directives, funeral directives, and directives for pets, all through an easy-to-follow, fill-in-the-blank format. This platform is designed to ensure that estate plans are legally recognized in all 50 states and permits each family member to establish their own plan without incurring extra charges. A standout aspect of GoodTrust is its Digital Vault feature, which securely houses estate planning documents, online account information, and legacy instructions, ensuring users maintain full authority over who can access and share these details. The user-friendly system simplifies the process: individuals simply respond to straightforward questions regarding their personal and familial information, generate their documents, have them signed by two witnesses, and then upload the signed paperwork into their Digital Vault. GoodTrust highlights that users can complete their estate planning in as little as 20 minutes, while also offering the flexibility to make adjustments or updates to their plans whenever needed, making the service not only efficient but also highly adaptable. This ensures that individuals can keep their estate plans relevant as their lives evolve over time. -
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FP Alpha
FP Alpha
$1,125 per monthFP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients. -
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Elayne
Elayne
$24/month 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. -
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myCataFLOW
myCataFLOW
Universal Digital Assets operates as an Enterprise Application Service Provider and has been creating tailored niche applications for corporate clients for more than two decades. Initially focused on developing Digital Asset Management solutions, we have since expanded our offerings to include a diverse range of Enterprise Applications that effectively meet the needs of our clients. Our Content and Digital Asset Management Systems serve as advanced information systems that streamline the management of content and digital assets, which may include product images, textual data such as pricing, logos, and various forms of electronically stored information. By minimizing the complexities and costs associated with support and services, we offer a comprehensive Application Service Provider solution. In addition to application development, we ensure our clients benefit from ongoing services such as consistent updates, round-the-clock technical support, and both physical and electronic security measures. This holistic approach allows us to foster long-term relationships with our clients, ensuring they have the tools necessary to thrive in a digital landscape. -
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Choice
Choice
1% digital trade feeMany financial advisors believe that the only viable means of gaining exposure to digital assets while maintaining client oversight is through separately managed accounts or over-the-counter funds and indices. These advisors have the capability to directly manage bitcoin and other digital assets for their clients, ensuring that these investments remain under their advisory umbrella and are secured by Fidelity Digital Assets℠. Whether you prefer to conduct trades in large volumes or on a per-transaction basis, we offer various tools to facilitate your needs. In collaboration with Fidelity Digital Assets℠ and Komainu, we prioritize the security of your digital assets. Our platform allows for the seamless replication of your existing advisory fee structure and billing methods. With the Choice solution, you can execute trades through Interactive Brokers or Kraken from a single retirement or investment account, all held in qualified custody. Additionally, if your clients have investments in REITs, physical gold, real estate, or other alternative assets, we are equipped to manage those as well. This comprehensive account enables you to buy and sell digital assets, stocks, ETFs, and more—all from one centralized location. Furthermore, there’s no extra charge if you wish to provide your client with access to their own login. In essence, we strive to simplify your investment management process while offering robust support for digital asset trading. -
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Complex Interests
Complex Interests
$2000.00/year The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape. -
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LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.
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Trust & Will
Trust & Will
FreeTrust & Will is a digital estate-planning service that allows individuals and families to easily create legally valid documents such as wills, trusts, guardianships, and powers of attorney through a user-friendly, guided process. By responding to simple questions regarding their assets, family dynamics, and personal preferences, users can quickly generate customized legal documents within minutes. The platform also offers features for securely storing documents online, sharing them with chosen individuals and attorneys, and making updates as personal situations evolve. Emphasizing ease of access, Trust & Will empowers users to handle their end-of-life arrangements without the high costs or complexities associated with traditional legal services. Although designed for self-service, our dedicated customer support team is always ready to assist you throughout the entire process, ensuring you feel confident and informed. Ultimately, Trust & Will aims to simplify estate planning, making it more approachable and manageable for everyone. -
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Lawgic
Lawgic
Lawgic is a specialized document-generation platform aimed at attorneys practicing in trusts & estates and family law, guiding users through an interactive question-and-answer process that results in the automatic creation of detailed, state-specific legal documents such as wills, trusts, premarital agreements, and marital settlement agreements. This innovative software employs patented “Intelligent Legal Technology” to customize provisions according to the choices made by attorneys, produce accessible summaries of wills or trusts, and significantly cut down on drafting time, usually saving between three to ten hours for each plan. Furthermore, it accommodates various U.S. states with dedicated modules and provides integrated training and ongoing support to help lawyers navigate the system effectively. Lawgic prides itself on merging expertly crafted content with efficient automation and high-caliber results, allowing attorneys to concentrate on offering strategic counsel rather than getting bogged down by repetitive document drafting. By streamlining the document creation process, Lawgic empowers legal professionals to enhance their productivity and focus on delivering exceptional service to their clients. -
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Fabric by Gerber Life
Fabric by Gerber Life
FreeFabric offers a complimentary online will creation tool that allows you to draft a digital last will and testament in as little as five minutes, walking you through important steps such as selecting a guardian, designating beneficiaries, and outlining your final wishes, all presented in a user-friendly format. After addressing a series of prompts, you will obtain a downloadable document that can be printed, signed, and witnessed to ensure its legal validity, with clear instructions provided by the platform. Tailored for young families, the service enables you to share your will with your spouse or guardian, include additional instructions, and ensure that both your assets and children are safeguarded at no cost. You maintain control over who can access the document and are free to revisit and make changes whenever necessary. While this tool effectively simplifies the estate-planning process and facilitates the completion of vital tasks efficiently, it is recommended that you consult with a legal professional if your situation involves intricate assets or specific state-related inquiries. This way, you can ensure that all aspects of your estate are comprehensively managed and legally sound. -
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Savvy
Savvy
Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making. -
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PortfolioPilot
PortfolioPilot
$20 per monthPortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape. -
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BITRIA
BITRIA
Our SMA partners serve as a seamless entry point for those interested in digital asset investments. For those seeking the ease of participating in a trust or fund while enjoying the benefits of tax efficiencies, flexibility, and a variety of asset options akin to direct ownership of digital assets, this pathway is highly appealing. With specialized knowledge in digital assets, SMA partners oversee every phase of your client's investment experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investing by providing top-tier portfolio management features, granting advisors, asset managers, and CIOs distributed access and control over both firm and client accounts, as well as model strategies. It enables the onboarding of client funds, the adoption of either pre-designed or personalized portfolio allocations, and the rebalancing of positions, among other capabilities. All client accounts can be managed through a unified interface, facilitating multi-tiered allocations and rebalancing tasks, ensuring a streamlined investment process. This integrated approach makes it easier for professionals to navigate the complexities of digital asset management efficiently. -
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Wealth Docx
WealthCounsel
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. -
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LightRocket Media Manager
LightRocket
Negotiated. 3 RatingsLightRocket Media Manager, a digital asset management platform for enterprises, is available. We have worked with major international organizations such as the World Intellectual Property Organization (WIPO) and the World Health Organization (WHO). Our team is made up of professionals with decades of experience. We provide personalized service and ongoing upgrades for all of our clients. The system can be customized and there are no storage or user limits. Pricing can be customized to fit your organization's budget. -
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Mosaic DAM
Original Image
Revolutionize your organization with the top-tier online image management platform offered by Mosaic, designed to be user-friendly and feature-rich. With this solution, all your essential digital assets are securely stored and easily accessible online at any time, eliminating the need for complicated software. Thanks to Mosaic's robust search capabilities, you will never have to worry about losing an image or document again. Boost interoffice workflows and effortlessly share resources with clients and suppliers using a single, cohesive solution. You can conveniently scale and download images in the specific format and size that suits your needs. Mosaic's Digital Asset Management (DAM) software accommodates a wide range of digital formats, including photos, logos, brand guidelines, product images, design templates, PDFs, videos, and music. By empowering users to control their digital assets, Mosaic ensures that those who invest in these resources can access them easily. Additionally, the platform's secure and searchable online environment allows for customer-defined categories and keywords, creating a logical and organized storage system for future retrieval. Users can customize search criteria to match their desired level of complexity, making the asset management process even more efficient. This flexibility highlights the adaptability of Mosaic, catering specifically to the unique needs of each organization. -
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Quicken WillMaker
Nolo
$109Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process. -
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Brandy
Stylebase
$5 per monthSimple digital asset and styleguide management platform used by top agencies and brands. White label and custom branding option available for agencies. -
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iDAM
WebArchives
$100.00/month iDAM, developed by WebArchives, stands out as a premier software solution for managing digital assets. Tailored for professionals such as architects, designers, real estate developers, and curators, this platform streamlines the processes of locating, organizing, and sharing documents and images with enhanced speed and security. In addition to its accolades, this innovative suite of digital asset management tools offers features for collaboration, online file sharing, and efficient document management, making it an invaluable resource for teams looking to optimize their workflow. -
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FreeWill
FreeWill
FreeIn under 20 minutes, you can efficiently write or revise your legal will without any cost. Additionally, consider using an advance healthcare directive or living will to outline your medical preferences and designate someone to make decisions if you cannot. To ensure your financial obligations are managed, appoint an individual who can handle your financial matters on your behalf in case of incapacity. It’s essential to document and allocate assets that may not be included in your will, such as 401(k)s, IRAs, and life insurance policies. Establishing a revocable living trust can serve many of the same purposes as a last will and testament, and it can also help bypass the lengthy probate process in California. Although drafting your own will may seem intimidating, we collaborated with leading legal professionals to develop an interactive online will maker. By simply entering your information, you can produce a last will and testament tailored to your specific desires, making the process easier and more accessible. This way, you can ensure that your wishes are clearly expressed and legally binding. -
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DigiPrima
DigiPrima
We empower our clients to successfully navigate the complexities associated with multiple advisers. Our innovative wealth management software enhances your ability to cultivate current relationships while fostering new connections. DigiPrima is a groundbreaking solution that facilitates the comprehensive management of clients' financial portfolios, encompassing everything from wealth generation and safeguarding to succession and estate management. Our platform continuously tracks client monetary movements, evaluates associated risks, and performs automatic data analyses to support prompt and informed decision-making. Enhance your digital customer service experience with complete visibility that equips wealth managers for success. Develop a unified portal for money managers to report issues, and streamline the feedback process through automation. Additionally, we integrate governance, risk management, and compliance to ensure asset protection throughout your organization. Renowned globally, we are a trusted software development company. Our customer relationship management solution effectively organizes client data and optimizes operational workflows, ultimately leading to improved service delivery. With our tools, you can elevate your financial management strategies to new heights and ensure greater client satisfaction. -
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SecureDAM
SecureDAM
SecureDAM combines multiple cloud DAM solutions with cybersecurity services to enhance the integration of systems and improve client interactions within your organization. Our approach includes recommending, developing, and refining new technical RegTech security standards while establishing baselines for critical systems, platforms, and applications, particularly in the realms of "Digital Transformation Modernized" and "Digital Government Policies & Transformation DGPT," all aimed at bolstering security systems solutions. Recognized as a top-tier provider, SecureDAM™ offers an extensive array of machine learning services and solutions, including innovation, strategic consulting, analytics, cyber intelligence, digital asset management, ML security technologies, DDOD, and distributed ledger technologies like blockchain. We leverage the capabilities of cloud platforms by transitioning existing applications and systems to customized machine learning frameworks. Our cutting-edge "Deep Learning AI" stands out in the field of machine learning, making it exceptionally suited for facilitating a swift and secure digital transformation for our clients while ensuring robust security measures are maintained throughout the process. -
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Comrads Digital Asset Management
Comrads Solutions B.V.
€250.00/month Comrads Digital Asset Management is the online hub for managing, organizing, and sharing digital assets. Our SaaS application makes it easy to find files faster, create consistent content for your brand, and reduce the time-to market of your multimedia publications and campaigns. Comrads can offer scalable solutions that meet any organization's specific needs. Our DAM application is enhanced with modules. Learn more about all our modules: - Digital Asset Management - Brand Management - Product Asset Management - Webtop Publishing / Brand Templates Creative Workflow Management - Marketing Order Management Comrads can be called a true pioneer in DAM. Comrads portals are used by more than 100k+ marketers, brand managers, and designers around the world every day. They have a shorter time to market and can rely on consistent and simplified collaboration. Comrads helps its clients realize the full potential of their marketing materials. -
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Kingdom Trust
Kingdom Trust
Kingdom Trust stands out as a prominent independent custodian that offers innovative custody and escrow services tailored for both individual and institutional investors. Its clientele comprises Self-Directed IRA and Solo 401(k) participants, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and various investment platforms, whether domestic or international. The company's institutional pooled investment vehicle (PIV) custody service presents a bespoke solution catered to private equity, private debt, digital assets, venture capital, and fund of funds. Additionally, Kingdom Trust specializes in custodial services for qualified taxable accounts and separately-managed accounts (SMAs), as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, thereby assisting clients in fulfilling SEC regulatory obligations. Through this comprehensive custody framework, the firm also opens the door to investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By offering these diverse investment opportunities, Kingdom Trust enriches its clients' portfolios while ensuring compliance with industry standards. -
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iBase DAM
iBase Media Services
$320 per monthDigital asset management, commonly referred to as DAM, involves the systematic organization, storage, and retrieval of various digital files, including images, videos, documents, and audio files, alongside their associated technical and descriptive metadata. iBase's digital asset management solution offers a comprehensive package to meet your needs. You can quickly get started with our Express system, which provides up to 1GB of data storage free of charge and without any commitments. If you have a vast or disorganized assortment of digital files that you wish to consolidate for easier user access, our system is ideal for you. Additionally, if you're aiming to enhance the monetization of your digital assets, whether as a picture library or a local authority looking to utilize a rich collection of locally significant images, we have you covered. Furthermore, our platform enables you to manage access to your assets effectively, allowing you to share files securely with clients or vendors while also restricting entry to sensitive content. By utilizing our service, you can streamline your digital asset operations and improve overall efficiency. -
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ImageVault
Meriworks
We offer advanced solutions for the management of digital media, process visualization, and email spam protection. These solutions reach end users through a comprehensive network of both national and international partners associated with EPiServer and Microsoft. ImageVault serves as an independent Media Asset Management solution, equipped to securely store, locate, and utilize all types of digital media. By integrating the platform with your existing publishing and media sources, ImageVault can function as the central hub for all your digital assets. ProcessMap allows users to easily sketch and visualize process flows within EPiServer CMS, eliminating the need for additional drawing or sketching software installations on their devices. The processes created can also be linked to pertinent information, such as guidelines and instructions, enhancing overall efficiency. Additionally, EmailEncoder safeguards email addresses displayed on your website, effectively blocking them from being harvested by "sniffers" and ensuring your contact information remains secure. This comprehensive suite of tools is designed to streamline digital media management while prioritizing security and accessibility. -
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Assets From Anywhere
LiquidPixels
You have ownership over your assets, which means you should have authority over their nature, usage, and location. With Assets From Anywhere™, a valet service for your dynamic imagery, you can manage any asset type—be it an image, font, or data file—across various formats and seamlessly integrate it with any content management system. Our philosophy is that technology should be an enabler for you, allowing you to reclaim control through Assets From Anywhere. This service empowers you to incorporate images and other assets from external sources into your rendering processes. The innovative LiquiFire OS retrieves the asset and maintains a copy for real-time use, even if the file hasn’t been pre-uploaded to your account. LiquidPixels stands out as the leading provider of top-tier dynamic imaging solutions, catering to some of the largest retailers globally. In an era where the internet is increasingly advanced, digital images continue to be managed as if they were physical photographs, necessitating substantial manual maintenance for static images. However, the advent of true on-demand dynamic imaging has revolutionized this approach, streamlining the process and reducing the effort required for asset management. By embracing this technology, businesses can enhance their visuals while focusing more on creativity and less on logistics. -
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Xinet
IgniteTech
Experience the ultimate in pure-play Digital Asset Management (DAM) and comprehensive production/workflow solutions. Instantly locate the digital assets you require, uncover hidden treasures within your collection, and seamlessly distribute content across various channels, all while maintaining the integrity of your secure network. Leverage tailored triggers, actions, and automation to oversee version control, facilitate reviews and approvals, and manage job details, establishing a unified source of truth for both team members and clients. Xinet integrates smoothly into your current workflows with mounted drives and an Adobe CC plugin, enabling you to open, edit, and create assets directly within the DAM environment without the hassle of checking in or out. From beginning to end, you can track progress, pinpoint obstacles, and evaluate actionable production metrics to enhance overall performance and efficiency. This streamlined approach ensures that your creative process is as efficient as possible, allowing your team to focus on what truly matters—innovation and creativity. -
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Homebot
Homebot
$150 per monthHomebot enhances repeat and referral business for real estate agents and loan officers by empowering their clients to accumulate wealth. By utilizing Homebot, you position yourself as a reliable advisor, guiding clients in making educated choices regarding their most significant asset, which is often their home. The platform provides tailored, actionable insights that carry your branding, enabling clients to effectively monitor and grow their wealth through homeownership. Additionally, Homebot's user-friendly approach ensures that clients stay engaged and informed about their property investments over time. -
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CELUM
CELUM
€24.90 per monthGreat products deserve great presentation to become leaders in their respective markets, and CELUM is at the forefront of helping brands achieve that. As a world-leading creator of unique Content Supply Chain Management Software as a Service, CELUM integrates a powerful digital asset management (DAM) system at the core of its diverse capabilities. This solution enables brands to efficiently and quickly market their products on the digital shelf, enhancing their content quality and reach. With nearly 150 dedicated professionals working from various locations, CELUM serves hundreds of clients, including renowned brands like SCOTT Sports, Porsche Holding, Mammut, Drykorn, Essity, and Shop Apotheke Europe. By streamlining content management and distribution, CELUM empowers brands to stand out in the digital marketplace. Its robust platform simplifies the complexities of managing digital assets, making it an indispensable tool for brands aiming to stay ahead in the competitive market. -
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OpenAsset
Axomic
Safeguard your digital assets by managing them in a secure, cloud-based environment. Effortlessly locate, utilize, and share your assets, leading to significant savings in both time and resources. Our Digital Asset Management (DAM) solutions are specifically designed for Architecture, Engineering, and Construction (AEC) as well as real estate companies, allowing you to effectively store, find, utilize, and distribute your digital resources, thereby enhancing your proposal quality and increasing your success in securing deals. Establish a centralized cloud repository that organizes your assets logically according to your business's needs. With a project-oriented framework, OpenAsset provides an ideal base for creating the customized DAM solution your team requires. Accessing your top digital assets within OpenAsset is straightforward, as you can quickly tag your projects with relevant keywords and metadata, ensuring that retrieving these assets later is a breeze. Your investment in digital assets serves a purpose—they are instrumental in promoting your projects, enhancing your brand reputation, and attracting new clients. By streamlining your asset management processes, you can focus more on strategic initiatives that lead to business growth. -
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Web3 enabled "dropbox" for The Creator Economy Starchive was founded because we believe that your creations should tell the story that you want, should be easy to publish and sell, and should allow you freedom. We worked with Bob Dylan over ten years ago to archive his entire catalog. We were able to see the inner workings of a global superstar's archive and realized the immense value of being able create, reuse, refashion and reuse art. This was both for financial gain and the joy of repeating the same creations. We used that knowledge to create a platform that will allow Commercial Creators, Cultural Creators, as well as Community Creators in all media to do the same.
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Pics.io
TopTechPhoto
$50 per monthAll your digital assets should be centrally stored, easily accessible at all times, searchable, and easy to share so you can work productively. You can search for what you need without having to rely on others or working hours. You can easily search and refine your results using metadata associated with each file. Files can be shared with clients, colleagues, the media, and anyone else who needs them. You can control access to shared assets and customize the content. All media assets can be consolidated into one location that is easily accessible for all team members. Make sure that the latest files, content, design, and standards are up-to-date. Unlimited storage is available on top of your cloud storage, or in your all-in one DAM solution. You can publish and share media files individually or in bulk. Use ready-made templates to showcase your work. -
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The CRE Suite
CREModels
After half a decade of development, drawing from the extensive expertise of our senior leadership, The CRE Suite emerges as our groundbreaking flagship platform for real estate analysis, underwriting, and asset management, fundamentally transforming the operational dynamics of investment and development teams. This innovative tool empowers your team to collaborate seamlessly on portfolios and mixed-use projects, eliminating the hassles of locked files and the tedious back-and-forth of emailing Excel spreadsheets throughout the office. Embrace the flexibility you desire and harness the strength you require. Created with input from clients like yourself, this platform is designed to help you manage both substantial deals and rapid turnaround projects effectively, ensuring that your team has the resources they need to succeed. Experience the future of real estate management with a solution tailored to your needs. -
44
DAM Software
SDC
SDC emerged as a trailblazer and secured its position as a frontrunner in the Spanish market by creating its proprietary computer platform, which is now referred to as Digital Asset Management (DAM) Software. So, what exactly does this entail? DAM Software serves as a cloud-based digital solution that enables organizations to centralize, manage, and distribute all their digital assets securely and efficiently from any device with internet connectivity. What sets our DAM Software apart from others? It is not only a state-of-the-art technological resource but also remarkably user-friendly, resembling the functionality of a search engine in its design and ease of navigation. Additionally, the interface of this digital platform is consistently tailored to reflect the branding of each company, adapting to their specific requirements and preferences. To ensure the platform remains top-notch, SDC allocates a dedicated IT team focused on its ongoing maintenance and enhancement. This commitment allows us to provide our clients with the option to create customized applications that cater to their unique business needs. Moreover, our emphasis on client collaboration ensures that the software evolves in tandem with industry trends and technology advancements. -
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assetSERV
Cognizant
The emergence of our online existence is reshaping business dynamics, turning digital assets into vital resources. Cognizant's assetSERV™ Digital Asset Management Solutions enhance the worth of digital assets by effectively overseeing their entire life cycle. By simplifying the complexities associated with digital asset management, companies can now focus on delivering an exceptional digital experience through a comprehensive solution that safeguards brand identity while fostering better connections with end users. As businesses embark on their digital transformation journeys, assetSERV™ is poised to re-engineer digital infrastructures and ecosystems into more powerful Digital Asset Management platforms. With multiple strategies available tailored to organizational requirements, assetSERV™ offers everything from a pre-configured DAM platform for swift implementation to consulting and custom solution development, as well as packaged services designed to bolster existing systems. This flexibility ensures that every organization can find the right fit for their unique digital asset management needs, ultimately driving greater efficiency and innovation.