The Oasis Group's Peaks for Estate Planning Platforms provides a deep dive into each platform, including Luminary, Vanilla, Wealth.com, fpAlpha, EncorEstate Plans, eMoney, and MoneyGuide Wealth Studios. This comprehensive report covers:
- Estate Data Collection & Analysis
- Document Creation & Extraction
- Scenario Modeling
- Integration Observations
- Client Experience & Visualization
- Artificial Intelligence & Automation
- Innovation & Roadmap
- Additional Observations
The observations in this report are a result of the criteria evaluated in our rigorous scoring rubric, live demonstrations of each platform, hands-on platform testing, and interviews with current customers.