Alternatives to TrustedHeir
Compare TrustedHeir alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TrustedHeir in 2026. Compare features, ratings, user reviews, pricing, and more from TrustedHeir competitors and alternatives in order to make an informed decision for your business.
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1
Filecamp
Filecamp
Filecamp is a cloud-based Digital Asset Management system that allows marketing professionals to organize, share, tag, and distribute their digital assets. All from their own custom-branded, password-protected, easy-to-use, space in the cloud. Filecamp is used by over 1,600 brands from more than 60 countries around the world. Thousands of brand managers, marketers, and creatives from global organizations like The Wall Street Journal, Unilever, FSC, and Lego use Filecamp to organize company files; review, comment and approve projects in real-time; distribute brand materials, and make the right content available to others at the click of a button. Even small companies and freelancers are using Filecamp to share files and collaborate with their clients and partners. -
2
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
3
Eternal Pro
Eternal Pro
Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error. -
4
eState Planner
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.Starting Price: $119 per month -
5
Luminary
Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days. -
6
Arken
Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.Starting Price: $140.29 per month -
7
Wealth.com
Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion. -
8
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
9
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
10
GoodTrust
GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.Starting Price: $149 one-time payment -
11
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
12
Elayne
Elayne
Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.Starting Price: $24/month -
13
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
14
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
15
myCataFLOW
myCataFLOW
Universal Digital Assets is an Enterprise Application Service Provider1. For over 20 years now we have been developing custom niche applications for our corporate clients. In our early years we began by developing Digital Asset Management2 solutions. Now our collection of Enterprise Applications provides highly effective solutions to address our client's needs. Content and/or Digital Asset Management Systems are sophisticated information systems that centralize the administration of content or digital assets. The content or assets are typically comprised of product images, text (including pricing data), logos, and other forms of digitally stored information. Reducing support and service complexities and costs for our clients we provide a complete Application Service Provider solution. Beyond the actual development, the additional services that we provide our clients include the maintenance of up-to-date services, 24 x 7 technical support, physical and electronic security. -
16
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
17
Complex Interests
Complex Interests
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.Starting Price: $2000.00/year -
18
Lawgic
Lawgic
Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting. -
19
Trust & Will
Trust & Will
Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.Starting Price: Free -
20
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
21
Fabric by Gerber Life
Fabric by Gerber Life
Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.Starting Price: Free -
22
BITRIA
BITRIA
Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your client's digital asset journey from onboarding through to portfolio management. The BITRIA digital turnkey asset management platform brings professional-grade portfolio management capabilities to digital asset investing, empowering advisors, asset managers, and CIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions, and much more. Manage all client accounts from a single interface. Multi-level allocations and rebalancing. -
23
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
24
LightRocket Media Manager
LightRocket
LightRocket Media Manager is an enterprise-grade digital asset management platform. Our clients include major international organisations such as the World Intellectual Property Organization and the World Health Organization. We're a team of experts with decades of experience providing personalised service and continual upgrades for all our clients. The system is customizable and there are no limits on users or storage. Pricing can be tailored to your organisation's budget.Starting Price: Negotiated. -
25
Wealth Docx
WealthCounsel
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement. -
26
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
27
Mosaic DAM
Original Image
Transform your organization with the leading online image management solution from Mosaic Packed with features and simple to use. All your valuable digital assets secure and available online anytime – No software hassle. Never lose an image or document again with Mosaic’s powerful search engine. Get interoffice efficiencies humming, share with clients & suppliers with one solution. Scale and Download an image in the format and size you need. Mosaic DAM software stores photos, logos, brand guidelines, product images, design templates, PDF files, photographs, movies and music in any digital format. Mosaic puts these digital assets back in the hands of the people that paid for them. Mosaic stores digital assets in an easily searchable and secure online environment. Customer-defined categories and keywords ensure a logical storage system for future reference and retrieval. Search criteria can be customized to a level of complexity that the customer defines. -
28
iDAM
WebArchives
iDAM by WebArchives is an industry-leading digital asset management software solution. Created for architects, designers, real estate developers, and curators, iDAM helps companies find, catalog, and distribute documents and images easier, faster, and more securely. This award-winning digital asset management product suite provides collaboration, online file sharing, and document management tools.Starting Price: $100.00/month -
29
DigiPrima
DigiPrima
We help empower our clients to address the challenges of working with multiple advisers. Our wealth management software enables you to better manage existing relationships and join new ones. DigiPrima is a revolutionary wealth management solution that allows you to manage your client's entire financial lives, from wealth creation and protection to succession planning and estate management. Our software solution monitors client money flows, assesses risk, and automatically analyzes data to make informed decisions in real-time. Build a digital customer service experience with end-to-end visibility that empowers wealth managers. Create a single portal that money managers can use to report issues, then automate the feedback workflow. Integrate governance, risk, and compliance across your organization to protect assets. Globally acclaimed brand-trusted software development company. Our customer relationship management software organizes client information and streamlines processes. -
30
Brandy
Stylebase
"where is our new clients logo?", "can you please share our secondary colors?" If you live in the digital world, you probably hear these questions all the time. Many brands and agencies think tools like Google Drive and Dropbox are a good place to store assets. These tools are great, but not purpose built for styleguide management. You want quick and easy access when managing multiple brands, clients, and styleguides. Otherwise you'll be chasing down the same assets again and again which is super unproductive. Rather than jumping through hoops to find the assets you're looking for, Brandy offers a simple styleguide solution for brands and agencies of all sizes. Brandy is your go-to styleguide tool, packed with rich features. You can sign up free forever!Starting Price: $5 per month -
31
FreeWill
FreeWill
It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.Starting Price: Free -
32
Comrads Digital Asset Management
Comrads Solutions B.V.
Comrads Digital Asset Management, the online hub to organize, manage and share digital assets. With our SaaS application you can find files faster, easily create brand consistent content and shorten the time-to-market of your multimedia campaigns and publications. Comrads offers scalable solutions to meet the specific needs of any organization. Our modules add extra functionalities to our DAM application. Discover all our modules in more detail: - Digital Asset Management - Brand Management - Product Asset Management - Webtop-publishing / Brand Templates - Creative Workflow Management - Marketing Order Management Comrads can rightly call itself a true pioneer in the field of DAM. More than 100k+ marketers, brand managers and designers worldwide use the Comrads' portals on a daily basis. They have a shorter time-to-market and are assured of simplified and consistent collaboration. Comrads enables its clients to utilize the full potential of their valuable marketing materials.Starting Price: €250.00/month -
33
Kingdom Trust
Kingdom Trust
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc. -
34
SecureDAM
SecureDAM
SecureDAM integrates multi DAM cloud, and cybersecurity services will help your organization improve systems integration delivery and clients interaction. We recommend, develop, enhance, verify new technical RegTech security standards, configure baselines for major systems, platforms, and applications, in the area of “Digital Transformation Modernized“, “Digital Government Policies & Transformation DGPT“ and enhance security systems solutions. SecureDAM™ is among the best qualify preferred providers of broad range of ML services, and solutions; in innovation, strategy consulting, analytics, cyber intelligence, digital assets, ML security technologies, DDOD, and distributed ledgers ( such as blockchain). We harness the power of platform of the cloud providers by migrating existing applications and systems to tailored ML. Our agile “Deep learning Ai” is among the best in ML, and ideal for a fast secure digital transformation of our client. -
35
iBase DAM
iBase Media Services
Digital asset management - often called DAM - is the process of organising, storing and retrieving digital files such as image, video, document or sound files, along with their technical and descriptive metadata. iBase digital asset management provides everything you need. You can be up and running immediately with our Express system, including up to 1GB of data storage at no cost or obligation. Have a large or scattered collection of digital files that you want to centralise so that users can easily find what they're looking for. Want to optimise the monetisation of your asset collection, for example as a picture library or local authority looking to take advantage of a large collection of images of local interest. Need to control access to your collection so that you can safely share your files with clients or suppliers, or limit access to sensitive material.Starting Price: $320 per month -
36
ImageVault
Meriworks
We deliver solutions for advance management of digital media, process management and visualization, and protection against email spam. Our solutions are distributed to end clients through a broad network of national and international EPiServer and Microsoft partners. ImageVault is a stand-alone Media Asset Management solution that provides everything you need to securely store, find and use all your digital media. Connect the platform with your current publishing and media sources and let ImageVault be your central hub for all your digital media. ProcessMap makes it possible to sketch and visualize process flows directly in EPiServer CMS without the editor having to install any extra drawing or sketching tools on their computer. Created processes can be linked to relevant information such as instructions and guidelines. EmailEncoder protects email address published on your website and prevents them from beeing picked up by so called "sniffers". -
37
Homebot
Homebot
Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth. Homebot ensures you are the trusted advisor your clients can rely on to make informed decisions about the largest asset they may ever own, their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home.Starting Price: $150 per month -
38
Assets From Anywhere
LiquidPixels
Your assets belong to you, so you should control what they are, how they are used, and where they live. A valet service for your dynamic imagery, Assets From Anywhere™ supports any type of asset (image, font, data) in any file type, and integrates with any content management system. We believe technology should work for you. Take back control with Assets From Anywhere. Assets from Anywhere™ enables you to use images and other assets from an external source as part of the rendering process. LiquiFire OS will fetch the asset and keep a copy of it so that you can use the file in real-time—even if it’s not an asset that has been uploaded to your account in advance. LiquidPixels is the premier provider of enterprise-class dynamic imaging solutions to the largest retailers in the world. Despite the continued sophistication of the Web, digital images are still treated like photographs. And, static images require a very high level of manual upkeep. True on-demand dynamic imaging changed that. -
39
Xinet
IgniteTech
The most powerful pure-play DAM and production/workflow solution. Quickly find the digital assets you need, discover assets you didn’t know you had and push content across channels — all from within your own secure network. Use custom triggers, actions and automation to manage version control, reviews & approvals and job information to build a single source of truth for teammates and clients alike. Xinet fits tightly into your existing workflows via mounted drives and our Adobe CC plugin. Open, edit and create assets as you always have — directly within the DAM — without checking in or out. From concept to completion, monitor progress, identify roadblocks and measure actionable production metrics for improved performance. -
40
OpenAsset
Axomic
Manage your digital assets in a secure, cloud-based location. Find, use and share your assets seamlessly, saving you time and money. Our DAM tools, tailor-made for AEC and real estate firms, enable you to store, find, use and share digital assets seamlessly to help you create better proposals and win more deals. Create a centralized cloud-based repository to organize your assets in a way that makes the most sense for your business. With a project-based structure, OpenAsset gives you the perfect foundation for building the DAM solution your team needs. Finding your best digital assets in OpenAsset is simple. Keywords and metadata can be quickly applied to your projects, which means accessing these assets at a later date is effortless. You invest in your digital assets for a reason— they are the best way to showcase your projects, build your brand and win new business. -
41
Pics.io
TopTechPhoto
Have all your digital assets centralized, easily accessible at any time, and simple to search and share to work productively. Find what you are looking for without relying on other people or office hours. Easily search & refine your results with the help of metadata associated with each file. Share files out to colleagues, clients, the press, or whoever else needs to see or use your files. Control access to the shared assets and customize your shared content. Aggregate every media asset into one accessible location and make them easily discoverable for any team member. Ensure the latest files, content, and design are on-brand, compliant, and up-to-date. Enjoy unlimited storage on top of your cloud storage or in your all-in-one DAM solution. Publish & share media files - individually or in bulk. Showcase your work with ready-made templates.Starting Price: $50 per month -
42
Starchive
Digital ReLab
The next level of AI has arrived, and it is here to support you, not take advantage of you. This is organization that works the way you do. With Starchive you get all your digital assets in one place and accessible from anywhere. Your custom tags combined with our AI tagging means everything will be easier to find and build on down the road. And digital transformation means you can use your assets in any one of the multitude of file formats available today, as well as any that show up tomorrow. The Collections feature lets you curate unlimited combinations of your assets, without duplicating anything, and delete the collection without deleting the original file. With the launch of Public, later this year, you’ll even be able to drive traffic to a collection you are selling. Invite friends, clients, and collaborators to view, download, or collaborate with a specific collection, using our shareapp.Starting Price: $12 per month -
43
The CRE Suite
CREModels
After 5 years in the making, and building upon decades of experience by our top executives, The CRE Suite is our revolutionary flagship real estate analysis, underwriting, and asset management platform which changes the way investment and development teams operate. The CRE Suite allows your team to finally collaborate on portfolios and mixed-use projects without sacrificing productivity, dealing with locked files, or email Excel files around the office. Don't give up the flexibility you deserve. Don't give up the power you need. Use the tool that was built by clients like you, for clients like you, to tackle the biggest deals or the quick-turnaround projects. -
44
DAM Software
SDC
SDC was a pioneer and became established as a leader in the Spanish industry thanks to the development of its own computer platform, currently known as Digital Asset Management (DAM) Software. What does it consist of? DAM Software is a cloud-based digital platform allowing businesses to centralize, manage and share all their digital archives. In a controlled and secure way from any device with Internet access. What makes our DAM Software different? It is a cutting-edge technology tool and is also intuitive and very easy to use, as it has the appearance and usability of a search engine. The interface of this digital platform is always customized with the corporate image of every company and adjusted to its criteria and needs. SDC dedicates an IT team exclusively to maintaining and constantly improving this platform. This means we can offer our clients the development of tailor-made applications. -
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assetSERV
Cognizant
The advent of our digital life is changing the rules of business, transforming digital assets into “strategic” assets. Cognizant assetSERV™ Digital Asset Management Solutions help maximize the value of digital assets by securely managing their entire life cycle. By eliminating the complexity of digital asset management, enterprises are now free to create a superior digital experience with an end-to-end solution that protects brand identity and better connects with end users. As organizations undergo digital transformations, assetSERV™ moves towards reconfiguring digital infrastructures and ecosystems into more robust Digital Asset Management platforms. assetSERV™ has multiple approaches available depending upon organizational needs – from a pre-configured DAM platform for rapid deployment to consulting and custom solution development to packaged services that support existing systems. -
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Real Estate Cabinet
Real Estate Cabinet
Explore why we're the simplest most cost of effective. Other real estate document systems include features that you simply don’t need. Simple real estate document storage with great real estate-specific features. Don’t pay for ridiculous features you don’t need. Now is the time to go digital and now is the time to select the most cost-effective real estate document filing solution possible. As low as $30 a month for a complete, real estate-specific document storage solution. You never pay on the number of agents or client files. Your monthly storage fee is the only fee. Broker upload, agent upload, email and share, and auditor access with ease. You can download your files at any time. Create a digital environment to maintain compliance and a workflow environment for you, your licensees, and your clients. Take a test drive with no required commitment. Dating back to 1989, the Key Companies have been providing real estate-related services to thousands of clients across the United States.Starting Price: $50 per month -
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FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
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Varro
Varro
Experience the Varro Advantage. Building tools for the commercial real estate industry since 2008. What had begun as an inspection management tool with a state of the art mobile application, has now evolved into a best in class real estate utility tool(or Swiss Army knife as we call it) for any property owner, manager, investor, etc. Varro offers multiple modules that help clients monitor their assets in any way imaginable. New products are constantly being built to help users adapt to the constantly evolving commercial real estate industry. Varro has been designed to be completely customizable for any client type. We currently work with regional and national banks, life insurance lenders, loan servicers, building owners, investors, corporate real estate owners, REITS, and many more. We believe that technology and efficiency is the key to making the right decisions with your investments. Check out our current modules for more information, and check back for frequent updates -
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QPLIX
QPLIX
With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers. -
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HomeSpotter
HomeSpotter
Software products for real estate agents, brokers, and MLS providers looking to build and strengthen relationships. We are the trusted partner for real estate businesses of all sizes. Our suite of digital tools allows agents to collaborate with ease, work on the go, and increase productivity. Brokerages and agents use Boost to reach and engage new clients through targeted digital advertising campaigns. Spacio elevates the open house experience with automated sign-ins and follow-up emails that integrate with your CRM. Our personalized app solution Connect gives access to real-time property information and smart messaging tools. We create, nurture and strengthen the bond that agents have with clients so their business can thrive. Target your best prospects on Facebook, Instagram, Waze, and all across the web. Auto-create new ads at every step of the listing lifecycle - new, open house, price reduced, and sold.
