$5,000.00 USD

Peaks for Estate Planning Platforms

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.