Apps tagged with 'legacy-planning'

All apps in Apps tagged with 'legacy-planning' category. Use the filters below to narrow down your search. 
Copy a direct link to this comment to your clipboard
  1. vaultbox icon
     Like

    vaultbox provides a digital solution for financial and legacy planning. We strive to help you manage and protect everything that matters in one place. vaultbox also ensures that your data is secure and private, so private that even we do not have access to the data you have...

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • Software as a Service (SaaS)
    vaultbox screenshot 1
    vaultbox screenshot 1
    vaultbox screenshot 2
    +1
    vaultbox screenshot 3
    1 alternatives
  2. Olomon icon
     Like

    Even with highly capable advisors—accountants, attorneys, and wealth managers—many successful individuals and families struggle with fragmented financial lives. Assets live in one system, liabilities in another, entities in separate portals, and critical documents scattered...

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    A live personal finance dashboard that shows net worth, assets, and debts in one organized, real-time view.
    A unified view of real estate, investments, and digital assets brought together into a single dynamic balance sheet.
    A collaborative financial workspace where individuals securely share the right information with advisors, accountants, and attorneys.
    2 alternatives