Become the Go-to Advisor

Collaborate with your client’s CPA, Estate Attorney, and other parties to accurately demonstrate testamentary asset flows over different timeframes, using various techniques and financial vehicles.

Estate Tax Planning

Estate planning and associated taxes are complex topics to discuss with clients. Ease into the conversation with visuals that demonstrate estate flows and tax models that fit into comprehensive plans.

Charitable Planning

Demonstrate to clients your ability to provide expert advice on their philanthropic efforts. The Distribution Center helps you demonstrate the effects of charitable giving on their overall financial pictures

Review Options Together

Show clients the risks, vulnerabilities, and benefits of various estate planning scenarios and work together to build strategies to better protect their legacy.

Projections in Real-Time

Make live adjustments to a client’s estate plan together, in person, to project the possible impact of their financial decisions.

Become the Go-to Advisor

Collaborate with your client’s CPA, Estate Attorney, and other parties to accurately demonstrate testamentary asset flows over different timeframes, using various techniques and financial vehicles.

Estate Tax Planning

Estate planning and associated taxes are complex topics to discuss with clients. Ease into the conversation with visuals that demonstrate estate flows and tax models that fit into comprehensive plans.

Charitable Planning

Demonstrate to clients your ability to provide expert advice on their philanthropic efforts. The Distribution Center helps you demonstrate the effects of charitable giving on their overall financial pictures

Review Options Together

Show clients the risks, vulnerabilities, and benefits of various estate planning scenarios and work together to build strategies to better protect their legacy.

Projections in Real-Time

Make live adjustments to a client’s estate plan together, in person, to project the possible impact of their financial decisions.

Let’s Get Started!

Sign Up For A 14-Day Free Trial

Couldn’t Find a Feature You Need?

Our entire product suite is just a click away.

Hey Enterprises!

We work with you to customize and configure our tech to meet your unique needs.

Not Ready to Commit?

Take a look at some of our online resources for more information.