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.
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.
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.
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: