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EncorEstate Brings a 'Human Touch' to Estate Tech

Wealthstack
 
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WealthStack

JUNE 28, 2024

EncorEstate Brings a 'Human Touch' to Estate Tech

David H. Lenok

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.

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RISR, A Business Owner Engagement Platform, Raises $1.5 Million

Davis Janowski

The new technology, which launched this year, brings automated data capture and insights to advisors in assessing businesses.

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ADJUSTED FOR RISK PODCAST

How AI Can Impact the Wealth Management Industry and Your Practice

Ryan Nauman

Qdeck's Jag Prakasam and Keebeck's Bruce Lee discuss AI in depth.

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Wealth.com Launches Family Office Suite

David H. Lenok

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.

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