Bancroft

Bancroft

Bancroft Sysyems
+
+

Related Products

  • Monarch Money
    139,855 Ratings
    Visit Website
  • RealEstateAPI (REAPI)
    58 Ratings
    Visit Website
  • GWI
    201 Ratings
    Visit Website
  • Lofty
    426 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Finastra LaserPro
    2 Ratings
    Visit Website
  • OfficeSpace Software
    189 Ratings
    Visit Website

About

Don’t wing it with generic tools—upgrade your tech stack with industry-standard consumer analytics powerful enough to drive your business. Utilize real-estate-specific analytics to learn about who’s moving and when. It’s all about life events and expert insights on the behaviors of people on the moving journey. Knowing your audience better will impact every area of your business. Be more data-driven and thrive with our specialized analytics program built for just for real estate. Learn about your prospects and customers: home value, household size, renter vs buyer, income, size of household, age, gender, and more. Understand your audiences’ financial blueprint in depth: health, household savings, net worth, discretionary income, mortgage type, loan type, investment type, and more.

About

Bancroft is a cloud-based estate-planning platform for financial advisors, RIAs, and firms that coordinate estate-document preparation and follow-through with client households. Advisors invite clients to a branded portal, where each document has a guided questionnaire and shared household details can prefill relevant answers. The platform generates state-specific wills, revocable trusts, powers of attorney, HIPAA authorizations, and supporting documents, and gives advisors a dashboard for tracking document progress and outstanding tasks. Trust-funding workflows organize retitling, beneficiary, and deed tasks, with draft letters for advisor review. Other tools include an encrypted Digital Safe for household records, trust updates, and blended-family views showing outcomes under either spouse’s order of death. Bancroft is software, not a law firm; individual legal advice is outside the platform.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Real estate agencies interested in a complete consumer analytics platform

Audience

Financial advisors and RIAs, from solo practices to multi-advisor firms, that want to offer estate planning to the households they serve.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Free Version Not Supported
Free Trial Supported

Pricing

$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Audience Town
United States
www.audiencetown.com

Company Information

Bancroft Sysyems
Founded: 2024
United States
usebancroft.com

Alternatives

Alternatives

BatchLeads

BatchLeads

BatchService
Matrixian

Matrixian

Matrixian Group

Categories

Consumer Data Supported
Real Estate Data Supported

Categories

Estate Planning Supported

Integrations

Wealthbox Not Supported

Integrations

Wealthbox Supported
Claim Audience Town and update features and information
Claim Audience Town and update features and information
Claim Bancroft and update features and information
Claim Bancroft and update features and information