Preloader image

EstatePal

Managing deceased estates is a complex and highly regulated process for Financial Service Providers.

EstatePal offers a fully automated solution to simplify and accelerate this process, ensuring compliance, efficiency, and improved client experience.

Fully Automated Estate Administration for Financial Service Providers

With EstatePal, FSPs gain a cutting-edge solution that offers:

  • Regulatory Compliance: Keep up with the regulations in your industry through a proactive process approach
  • Process Automation: Reduce manual intervention and accelerate estate administration
  • Seamless Integration: Our platform integrates effortlessly with all other systems in your process
  • Agility: Quickly adapt to new regulations and process changes
  • Modern Technology: Leverage state-of-the-art tools for efficient case handling
  • Rapid Implementation: Implement and adapt the platform quickly to changing needs
  • Easy Data Extraction: Integrate smoothly with third-party analytics tools
  • Document Generation: Create and manage essential documents using our integrated document generation tool
  • Template Standardisation: Ensure consistency in communication and documentation
  • No Code User Interface Design: Modify the platform’s interface without coding expertise
  • Real-Time Process Insights & Performance Metrics: Monitor and optimize estate administration processes with data-driven insights
  • Comprehensive Reporting: Access standard and customizable reports for enhanced visibility and tracking

Greater Revenue, Greater Stakeholder Satisfaction, Greater Professionalism,
Greater Accuracy, Enhanced Reputation

Lower Cost,
Less Errors,
Less Risk

Digital Orchestrators Services and Solutions

Process-Mapping_w2
Business Process Automation

Powerful and easy to use Workflow Automation software

DocGen-automation-w2
Document Generation and Automation

Delivering Professional and Compliant Documents

esig-w
Digital
signatures

Make your mark
digitally

IP-w
Industry
Specific IP

Custom Solutions for real-world problems

Request a demo

    Clicking submit subscribes you to our newsletter. You will be able to unsubscribe at any time. Click here to view our privacy policy.