Myadvocate

MyAdvocate provides estate planning tool. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Machine Learning and Software Engineering. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Myadvocate is based in Boston, Massachusetts. You can read more at myadvocate.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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