Peaks Research for Estate Planning Platforms
The fifth study of The Oasis Group’s Peaks Research series is the Peaks Research for Estate Planning Platforms, a comprehensive analysis of the rapidly evolving estate planning technology landscape within wealth management. The research provides financial advisory firms, family offices, and broker-dealers with a practical framework for evaluating leading platforms and aligning technology decisions with their business models, client complexity, and growth strategies.
The intent of the Peaks Research for Estate Planning Platforms is to educate the wealth management buyer. This study examines 7 of the top estate planning platforms serving the wealth management community (eMoney, EncorEstate Plans, fpAlpha, Luminary, MoneyGuide Wealth Studios, Vanilla, and Wealth.com), highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions.
The proprietary research reflects a fundamental shift in how estate planning is delivered and perceived across the industry. Once a fragmented, document-heavy process typically outsourced to attorneys, estate planning is increasingly becoming a digitally enabled, advisor-led capability integrated directly into the wealth management experience. As a result, firms are leveraging modern platforms to deliver more sophisticated advice, deepen client relationships, and unlock new asset growth opportunities.
The Oasis Group’s Peaks Research series provides in-depth reports on a range of industry service providers so that wealth management firms are more informed buyers. While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider as reported by the provider and their customers.
Similar to our groundbreaking research on Custodian Platforms and Wealth Platforms, The Oasis Group created a Peaks Perspective Chart for estate planning platforms that can only be found in the Peaks Research for Estate Planning Platforms report.
Click the button below to purchase the full report, featuring the Peaks Perspective Chart for estate planning platforms, an in-depth, empirical, competitive analysis of the leading estate planning technology service providers, and more.
