List of EncorEstate Plans Customers
Seattle, 98104, WA,
United States
Since 2010, our global team of researchers has been studying EncorEstate Plans customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased EncorEstate Plans for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using EncorEstate Plans for Portfolio and Investment Performance and Planning include: Forefront Wealth Partners, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Twin Peaks Wealth Advisors, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Money Script Wealth Management, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using EncorEstate Plans, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The EncorEstate Plans customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Forefront Wealth Partners | Banking and Financial Services | 10 | $3M | United States | EncorEstate Plans | EncorEstate Plans | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, Forefront Wealth Partners implemented EncorEstate Plans as a SaaS application to extend its financial planning practice. EncorEstate Plans was adopted in the Portfolio and Investment Performance and Planning category to deliver advisor-led estate planning, trust document creation, and trust funding across the firm’s US client base.
The deployment combined the EncorEstate Plans SaaS platform with human support from estate planners and paralegals to streamline estate-plan completion and funding workflows. Functional capabilities implemented included advisor-led estate planning workflows, automated trust document generation, trust funding orchestration, and case management to support advisor servicing and compliance tracking within the planning lifecycle.
Operational scope covered clients in the United States and impacted financial planning and advisory business functions by embedding estate planning into advisor workflows and client onboarding. The rollout used SaaS configuration plus human-assisted execution to accelerate plan completion and funding, and the firm reported uncovering $40M in new assets under management within the first 12 months.
|
|
|
Money Script Wealth Management | Banking and Financial Services | 10 | $1M | United States | EncorEstate Plans | EncorEstate Plans | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, Money Script Wealth Management implemented EncorEstate Plans to simplify estate-document creation and trust funding as part of its advisory services. The deployment of EncorEstate Plans was positioned within the firm’s Portfolio and Investment Performance and Planning workflows to support estate planning as a complement to ongoing financial planning engagements.
The implementation focused on cloud SaaS delivery and integrated EncorEstate Plans' estate-document generation and trust funding capabilities with the firm’s advisor workflows. Configuration emphasized template-driven document creation and managed back-office support to accelerate plan completion, enabling advisor-led orchestration of client documents and funding steps.
Operationally the EncorEstate Plans platform was integrated into Money Script Wealth Management’s financial planning process across its United States client base, with advisors and client service staff using the platform to convert single-plan engagements into broader planning conversations. The integration of EncorEstate Plans and its back-office support created an operational linkage between estate plan production and referral workflows within the small firm environment.
Governance and rollout centered on embedding the EncorEstate Plans process into existing advisory intake and referral procedures, formalizing how estate-document outcomes feed back into client relationship and referral tracking. As a result of the implementation the firm completed over 100 client plans and converted single-plan engagements into multiple referrals, driving referrals and additional revenue in the United States.
|
 |
Twin Peaks Wealth Advisors | Professional Services | 10 | $1M | United States | EncorEstate Plans | EncorEstate Plans | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023 Twin Peaks Wealth Advisors implemented EncorEstate Plans to run advisor-led estate planning and trust-funding workflows in its Northern California practice. EncorEstate Plans was deployed as the firm’s Portfolio and Investment Performance and Planning application supporting the finance estate planning offering in the United States.
The implementation leveraged EncorEstate Plans document-generation capabilities, deed preparation and filing functionality, and vendor support team to accelerate plan completion and funding. Functional workflows centered on advisor-driven plan creation, automated document assembly, and deed processing to move estate plans to funded trusts.
Operational scope was focused on the Northern California practice with service delivery aligned to the firm’s United States estate planning clients. The deployment integrated these capabilities into the firm’s advisory process rather than into a named back-office platform.
As an explicit outcome Twin Peaks generated $200,000 in revenue in the first year and sustained six-figure annual revenue thereafter, with EncorEstate Plans supporting ongoing trust funding and document operations. Governance emphasized using the vendor’s support resources to standardize plan completion and funding workflows within the estate planning business function.
|
Buyer Intent: Companies Evaluating EncorEstate Plans
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||