Estate planning platform wealth.com has expanded its industry reach with a newly unveiled alliance.
On Tuesday, national financial planning and RIA firm Integrated Partners announced it has struck up a strategic partnership with the wealth tech firm, bolstering its tech stack with wealth.com’s advanced estate planning tools.
Since 1996, Integrated Partners has supported financial advisors in achieving their entrepreneurial goals, with over 212 advisors, more than 190 certified public accountants, and 116 regional offices across the US.
Beyond doubling down on its reputation of emphasizing personalized advisor-client relationships, Integrated Partners’ new arrangement with wealth.com recognizes the $84.4 trillion tsunami of assets expected to take place by 2045 during the Great Wealth Transfer.
The firm has consistently supported advisors’ ability to address clients’ complex financial lives with strategic partnerships like the CPA Alliance program, which builds relationships between certified public accountants and advisory firms, as well as its recent new hires and tech implementations.
"We aim to empower our advisors to quarterback their clients' financial lives. To do this, we provide access to a diverse array of specialists, from family office experts serving ultra-high-net-worth individuals to insurance and business owner specialists,” Andree Mohr, president at Integrated Partners said in a statement.
Mohr is a fairly new leader at the firm, having only been appointed president in May.
Highlighting clients’ growing demand for higher-value services, she underscored the new partnership’s potential to help advisors with access to estate planning along with a network of attorneys specializing in the field.
With a user-friendly design, wealth.com offers scalable onboarding, guided plan creation, intuitive visualizations, and proactive insights. The platform aids in drafting simple wills and complex advanced directives by summarizing existing documents, visually mapping complex plans, and crafting essential documents like revocable trusts and advanced directives.
“The team at Integrated Partners is consistently delivering innovative solutions to its clients,” said Tim White, co-founder and chief partnership officer at wealth.com.
“wealth.com is proud to bolster these efforts, ensuring that its ultra-high-net-worth, high-net-worth, and mass affluent clients receive comprehensive and tailored estate planning services at every step of their financial journey,” White said.
Last month, the fintech provider upgraded its offering with a new Family Office Suite aimed specifically at the estate planning needs of high-net-worth and ultra-high-net-worth clients.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
