London, SW18 1RB,
United Kingdom
My Estate Planner United Kingdom Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by My Estate Planner United Kingdom and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 My Estate Planner United Kingdom employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that My Estate Planner United Kingdom has purchased the following applications: Visa Authorize.Net for Payment Processing in 2023, Ochresoft Intelliworks for Case Management in 2019, Google Workspace (Formerly Google G-Suite) for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems My Estate Planner United Kingdom is running and its propensity to invest more and deepen its relationship with Visa , Ochresoft Technologies, a Landmark Information Group Company , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing My Estate Planner United Kingdom revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for My Estate Planner United Kingdom intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Visa | Legacy | Visa Authorize.Net | Payment Processing | ERP Financial Management | n/a | 2023 | 2023 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ochresoft Technologies, a Landmark Information Group Company | Legacy | Ochresoft Intelliworks | Case Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, My Estate Planner United Kingdom implemented Ochresoft Intelliworks for Case Management to handle end-to-end probate and estate accounting workflows. The founder began a provider search in late 2019 and moved to Ochresoft Intelliworks soon after, selecting the application for its built-in precedents, integrated accounts and IHT support, and per-case pricing model. Deployment focused on configuring probate workflow templates and matter-level accounting capabilities within Ochresoft Intelliworks to support the firm’s London practice.
Ochresoft Intelliworks adoption was accelerated by Ochresoft online training, which the firm used to onboard the small team and establish standardized intake, document precedent usage, and accounting procedures. Governance changes centralized case-level workflow ownership and billing configuration inside the Case Management application, aligning estate accounts production with IHT calculation support. The founder cited streamlined workflows, integrated accounts/IHT support and online training as key benefits that enabled rapid operational scaling.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Tag Management | CRM |
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2023 | 2023 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Domain Name System (DNS) | IaaS |
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2019 | 2019 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2022 | 2022 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2021 | 2021 |
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