EncorEstate Plans
Coming soonEnterprise for Firms

Get More Control, More Flexibility, More Done

Encore’s new Enterprise features scale as your firm’s estate planning delivery grows. From increased oversight of estate plan progress for each advisor to more sophisticated team organizing capabilities, Encore Enterprise is built for firms serious about delivering the best client estate planning experience.

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  • Mission Wealth
  • Farther
  • Modern Wealth Management
  • Choreo
  • Wealthcare Capital Management
Built to scale

Estate Planning for Your Whole Firm

Organizational structure in Enterprise. One Enterprise contains several firms, and one or more Enterprise Admins oversee all firms. Firm A uses a team setup: a Firm Admin and advisors who work together. Firm B uses a solo setup: a single advisor who is also the Firm Admin. Firm C uses a shared admin setup: a back-office Firm Admin with independent advisors. Admin users manage the firm; advisors see only their own clients.