Zenplans
Positioning
Zenplans is a digital estate planning tool designed for advisors to provide clients with peace of mind. It is B2B, helping advisors incorporate estate planning into their practice. Not a direct consumer product.
Strengths
- Advisor-focused
- Client engagement
- Peace of mind messaging
Weaknesses
- No consumer direct
- Limited digital asset features
- Small market presence
Recent mentions
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4h agoDigital Estate Planning Platform for Consumers
digitalestateplanningplatformconsumers