Entity Management Company Offering Free Thirty Day Trail

Legal Entity Management software company EntityKeeper is offering new customers a free 30 day trail of their software in an effort to showcase their services.

In my blog post on the 18^th, I brought Dian Skelton’s readers the news that Scivantage intended to release new wealth management software. In this blog post I discuss EntityKeeper’s announcement and ask; is entity and wealth management software growing in popularity?

What is EntityKeeper’s USP?

EntityKeeper is focused on saving time and money, which in itself is an attractive prospect to any client. It practically does away with spreadsheets allowing the user to view their portfolio through a visualisation tool rather than multiple pages.

It prevents late fees and entity dissolution by tracking due dates and notifying the user via email. On top of this and perhaps most important is security. EntityKeeper uses state-of-the-art server protection.

Clients want entity and wealth management

Dian Skelton is Director at ViewPoint Software ServicesLimited. ViewPoint specialises in wealth and entity management solutions.

EntityKeeper is just one in a long line of software companies who are keen to promote their own entity or wealth management software, with more and more clients demanding streamlined methods for managing their assets.

Of course clients want transparency and organisation with it comes to handing over their own money and many software companies are beginning to realise this. The move from EntityKeeper to offer free trials shows the level of confidence they have in their software as well as the fact that clients are searching for the best entity management deals.

John Hosmer, COO of QuietStream Financial, said “we’re offering the free trial because we’re so sure this product will be beneficial.” EntityKeeper’s software is practically instantaneous once the brief sign up process is compete.

Dian Skelton’s Thoughts

As a leading entity and wealth management software expert, Dian Skelton believes that the entity and wealth management software industry is indeed growing in popularity. As Dian points out, she has been in this industry for 20 years and the advancement in computing has opened up a number of possibilities that allows the creation of software that covers most aspects of entity and wealth management.

She went on to say that if clients can get software that helps time management and gives added security for the same fee as a missing filing date would cost, then of course they will use it. If EntityKeeper’s software is as effective as they proclaim, then a free trail may draw in a great deal of clients.