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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Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.
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Passpack
Passpack provides the tools that teams and individuals need to securely organize, collaborate and store your passwords with strong encryption and administrative controls. Passpack gives you the tools to organize your passwords and store them securely all in one place. If you use the internet you need Passpack. Password Management is not just for power users! You work hard for your family. You keep track of email accounts, and bank accounts, you pay your bills, insurance, mortgage, and taxes online. Passpack’s secure sharing feature lets you safely share your important login credentials and other sensitive data with the rest of your family. If you are like most of us, you have to work. So in addition to your personal passwords, your employer probably has several passwords, PINS and security codes assigned to you that you need to remember and keep secure. Passpack can safely and securely store your work passwords along with your personal data and keep you organized.
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Padloc
Passwords are not the only sensitive information we are dealing with in our digital lives. From credit card details to sensitive documents, secret notes, license keys and more - Padloc gives you full flexibility in what kind of data you want to store. Don't worry, your data is end-to-end encrypted so it's impossible for us or anyone else to read it! Want to share your passwords and documents with your family, friends or colleagues? No problem! Padloc makes it easy to share and manage your sensitive data within your family, business or any other kind of organization. We believe that transparency and openness are the best foundation for trust so we are building Padloc completely out in the open. Our source code is developed under an open-source license so anyone can review it, provide feedback, and even offer contributions at any time!
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