Technical Features

Zero IT Administration Overhead

EstateWorks is a hosted application - there is no software to deploy, upgrade or maintain. The EstateWorks on-demand system grows with your needs without any migration costs. All you need is an internet connection and browser to utilize the EstateWorks system, from a Mac or PC.


The system is highly configurable by customers using web based administrative tools. Additional configuration beyond the scope of the administrative tools can be performed by our professional services team to meet a customer's specific needs.

Integration and Data Import/Export

EstateWorks partners with relevant solution providers such as 706 tax return and securities valuation software providers. These integrations utilize EstateWorks advanced XML interface and web services. Customer-specific system integration projects can be implemented using XML, web services or a variety of other approaches.

There is similar flexibility when approaching data import and export requirements.

Data Backup and Archiving

EstateWorks customer data is subject to regular back-ups. Custom schedules are also available.

Secure and Reliable

EstateWorks is architected and exhaustively tested to maximize security and reliability. Multiple levels of physical, hardware and software security provide unparalleled protection for your valuable data.

Physical and Network Security

EstateWorks hardware is hosted by DataPipe, a leading specialist hosting provider, in a secure data center with multiple layers of physical and network security to prevent unauthorized access, including SSL-encrypted data transmission. In addition, customer access can be restricted to the IP addresses of your offices.

Application and Data Security

Each client’s data is stored within its own database. Client data is never commingled. Access to each database is based on individual user authentication. Each EstateWorks user logs in using a strong password that is stored in an encrypted format. Additional client based access controls can be configured to further limit access.

Security Audit and Review

EstateWorks customers include some of the largest and most sophisticated financial institutions, who perform regular audits of our systems and processes.

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