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OneDigitalTrust provides private-label, enterprise-grade estate and inheritance planning software for financial institutions and advisory firms to offer a fully digital end-of-life planning service to their customers. The platform features data integrations via APIs, bank-grade security, white-label branding, wholesale pricing, and rapid go-live through an admin portal. By adding estate planning to their offerings, partners can create an additional revenue stream, reduce client stress, and strengthen their brand with legally valid inheritance plans.
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