Category: Estate Planning

Electronic Signature & Document Processing Supplier/Software: Life After Me

Posted by Adam Wilson | Jul 27, 2026 | Advice Tech Hub, Adviser Software Systems, Document Processing and Storage Tools, Estate Planning

E-Sign & Doc Processing Advice Tech Hub Home Life After Me is a secure digital vault where...

REPORT GENERATION SUPPLIER/SOFTWARE: Confidante

Posted by Adam Wilson | Feb 26, 2026 | Advice Tech Hub, Adviser Software Systems, Estate Planning, Portfolio Analysis, Report Generation Software

Report Generation Advice Tech Hub Home Confidante is a reporting and data management system that...

Charity, Foundation & Estate Planning – PhilanthPro

Posted by Darren Madden | May 20, 2024 | Advice Tech Hub, Adviser Software Systems, Estate Planning

Charity & Estate Planning Advice Tech Hub Home Have your clients achieved “financial security”...

Estate Planning/Software: HoneyPro

Posted by Darren Madden | Oct 3, 2023 | Advice Tech Hub, Adviser Software Systems, Estate Planning

Charity & Estate Planning Advice Tech Hub Home HoneyPro is the brainchild of Honey Legal, one...

Estate Planning

Posted by Darren Madden | Jan 3, 2023 | Advice Tech Hub, Adviser Software Systems, Estate Planning

Independent, in-depth analysis of the charity, foundation and estate planning tools available to UK financial advisers. Select a supplier to read our review.

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