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What is Simple Trust Portal?

Simple Trust Portal acts as an affordable and efficient alternative to the conventional enterprise “trust centers.” This innovative platform enables startups that are gearing up for SOC 2 compliance to securely share their security documents, thus avoiding the pitfalls of email attachments and expensive software. Though numerous startups may successfully obtain SOC 2 compliance, they frequently rely on Dropbox or Google Drive links to disseminate sensitive information. Such methods can come off as unprofessional and often lack critical features, including access control, watermarking, or identity verification capabilities. Simple Trust Portal effectively resolves these challenges through a variety of essential features, which encompass: * Automatic PDF watermarking displaying the viewer's email and timestamp * Access secured by single sign-on (SSO) * Document sharing contingent upon a non-disclosure agreement (NDA) * Capabilities for link expiration and revocation * A polished, branded portal tailored for potential clients and customers Crafted specifically for the secure sharing of documents, it intentionally excludes questionnaires, evidence collection, or intricate governance, risk, and compliance (GRC) functionalities. This focus makes it a perfect option for nascent companies looking to present a professional image and build trust quickly, while sidestepping the high expenses associated with enterprise-level solutions. Ultimately, Simple Trust Portal not only equips startups to manage their security documentation effectively but also enhances their credibility in the marketplace, paving the way for future growth.

What is Bancroft?

Bancroft is a cloud-based estate planning platform tailored for financial advisors, registered investment advisors (RIAs), and firms, which simplifies the creation and management of estate documents for client households. Advisors can invite clients to a personalized portal where guided questionnaires for each document automatically populate relevant household details. This solution is equipped to generate a range of state-specific legal documents, such as wills, revocable trusts, powers of attorney, HIPAA authorizations, and other essential papers, while also giving advisors a detailed dashboard to track document progress and outstanding tasks. Furthermore, it includes trust-funding workflows that enhance the efficiency of asset retitling, beneficiary updates, and deed assignments, complemented by draft letters awaiting advisor approval. Among its many functionalities, Bancroft provides a secure Digital Safe for safeguarding household records, supports trust modifications, and offers visual aids for blended families to understand potential outcomes based on the order of death of either spouse. Importantly, although Bancroft delivers these software tools, it does not operate as a law firm, and users are advised to seek personalized legal counsel outside of the platform for specific needs. Ultimately, with its comprehensive set of features, Bancroft aspires to improve the estate planning experience for both advisors and their clients, fostering a more structured and effective approach to estate management while ensuring that users have the necessary resources at their fingertips.

Media

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Media

Integrations Supported

Integrations Supported

Wealthbox

API Availability

API Availability

Pricing Information

$16/month
Free Trial Offered?

Pricing Information

$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Simple Trust Portal

Date Founded

2025

Company Location

United States

Company Website

www.simpletrustportal.com

Company Facts

Organization Name

Bancroft Sysyems

Date Founded

2024

Company Location

United States

Company Website

usebancroft.com

Categories and Features

Security Compliance

Not specified

Categories and Features

Estate Planning

Not specified

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5.0 out of 5 stars