Bancroft
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.
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Voly
Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.
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Audience Town
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.
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Hoardo
Hoardo is a browser-based home inventory and storage-organizing app for people who want to record what is stored in boxes, shelves, rooms, and other household spaces. Users can create boxes and items, add entries by taking a photo or speaking, and search the catalog or ask the built-in assistant where something is kept. QR labels can be printed for boxes and scanned with a phone camera to reopen their contents. Hoardo also supports shared household spaces, packing and lending lists, item properties and reminders, and lists for items being sold. Users can track items that are packed, lent out, or listed for sale, export their inventory as a CSV file, and share rooms with household members. The service runs in a web browser on phones, tablets, and computers and can be added to a device's home screen.
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