Estate Planning Enablement for Financial Advisors

Designed to Amplify Client Relationships & Engagement

The New “Advisor Portal” Is Estate Planning ENABLED for Financial Advisors

Add a new capability and do more for your clients with the introduction of OneDigitalTrust’s new “Advisor Portal.” It’s never been easier to invite clients to create their legally valid estate plan or provide enhanced personalized financial planning support throughout their estate planning journey.

Designed to Increase “Relationship Alpha” & Amplify Client-Engagement

At OneDigitalTrust, we’re revolutionizing the client experience to help advisors elevate trust and foster positive client relationships. Designed to complement our award-winning estate & inheritance planning platform, advisors can now leverage the benefits of modern estate planning to engage customers with meaningful dialogue that supports their long-term financial outcomes and demonstrate added advisor value.

Broaden Your Service Offerings by Enabling Estate Planning

Research has proven that advisors with the highest growth serviced clients with broadened range of services which extend beyond investment management. Expand your offering suite with the new “Advisor Portal,” and engage clients in a convenient, affordable, and holistic experience by consolidating financial planning and estate planning under one roof:

Protect The Mass-Affluent Across Generations

Provide next-level service and accentuate your firm’s value with estate planning services designed exclusively for mass-affluent households. At OneDigitalTrust, we’re educating the masses to help 170MM Americans protect themselves and their financial legacy with attorney-approved estate plans, legally valid in all 50 states+, D.C.

All-Inclusive, Real-Time Insights for Top-Notch Financial Planning

Deliver a more personalized experience and guarantee the highest level of financial guidance with cutting-edge tools like Progress Tracking, Resolutions & Reviews, Document Status, and more. Combine our industry-leading, bank-grade security, state-of-the-art estate planning software for financial advisors, and all-inclusive Advisor Platform to optimize business processes, maximize wallet share, and offer premier financial insights like never before.

Convenient and Cost-Effective Purchase Options

OneDigitalTrust offers customizable partnership models, including – white-label, integration (with TAMPs, CRMs, custom internal systems, etc.), and “wholesale” solutions to ensure you have the best offering in place to best complement your core offerings. Our estate planning software for financial advisors was built with growth and convenience in mind:

Support Your Clients’ Financial Journey

Enterprise-Grade Platform With the Most Comprehensive Estate & Inheritance Planning Features​

WHAT PARTNERS ARE SAYING ABOUT US

RESOURCES & INSIGHTS

Digital Estate Planning Rounds Out Financial Advisors’ Wheelhouse

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The estate planning process is daunting on an emotional and practical level. It’s also costly, with a maze of legal documentation and pricey lawyers. Digital estate planning tools are revolutionizing the field; they offer a more accessible, streamlined and cost-effective approach for financial advisors to guide their clients. For financial advisors taking on estate planning, […]
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3 Rs to Prevent Elderly Financial Abuse: Red Flags, Relationships and Respect

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Consider financial education comprehensively for National Financial Literacy Month Recent lawsuits point to both the vulnerability of many older Americans to the scourge of online financial fraud and the opportunity that engaged financial services providers have to help thwart such pernicious crime. Two such complaints are against a top 5 bank, which is accused of […]
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