About Us

The EstateManager system originated in 1995 as a Microsoft Access Application to help my father-in-law track his clients. He found this system invaluable in keeping him and his staff abreast of where his clients were in their financial planning stages. Over the years it has turned into a web-based enterprise system that now helps agents to determine who their best clients are. This allows agents to recognize the best opportunities. Using EstateManager absolutely helps them find the so-called, sweet spot, where they, as the agent, can maximize his or her time and focus on the business that matters most.

The EstateManager is a project sponsored by On Demand Software Inc. which provides World-class, mission-critical, living software in several industries. They provide a continued commitment to updating and improving the EstateManager system adding new features almost monthly, without sacrificing reliability, speed, or security.