
Wealth.com
Wealth.com offers a comprehensive, tech-led estate planning solution for financial advisors, utilizing AI to streamline processes and provide personalized client experiences.
Wealth.com is designed to revolutionize estate planning for financial advisors by integrating advanced technology and AI with human expertise. This all-in-one online platform facilitates every aspect of estate planning, from onboarding to plan creation and visualization. With coverage extending to all U.S. jurisdictions, Wealth.com helps advisors offer high-caliber estate services to clients. The platform’s suite includes document preparation, strategy visualization, and advanced scenario modeling, empowering advisors to efficiently manage and optimize estate plans across diverse client portfolios.
Built specifically for financial advisors, Wealth.com ensures that all estate planning processes are simplified and personalized. Advisors benefit from real-time insights and actionable recommendations, facilitating strengthened client relationships. The integration capabilities allow advisors to easily incorporate the platform into existing workflows, ensuring seamless operation. Wealth.com’s technology aims to democratize access to estate planning, making it more approachable for both advisors and their clients.
Pros:
- Comprehensive estate planning solution
- Scales to serve diverse client needs
- Offers unique insights and recommendations
- Seamless integration with existing systems
Cons:
- Requires technology adoption by advisors
- Dependency on platform updates for optimal use
- Initial setup and learning curve for new users
Features:
- Estate Visualization Tools - Use flowcharts and diagrams to visualize estate plans.
- Document Preparation - Generate state-optimized legal documents such as trusts and wills.
- Secure Document Storage - Bank-level encryption ensures the safety of client's sensitive information.
- Advanced Scenario Modeling - Compare estate strategies to optimize planning.
Integrations:
- CRM Systems - Integrate client data seamlessly to enhance estate planning processes.
- Financial Planning Tools - Syncs with financial data for more accurate planning and projections.
Pricing:
- Subscription Model - Monthly or annual payments for full access to all features.
Implementation Timeline
Not Disclosed
Onboarding
Not Disclosed
Sandbox
No
API Available
Compliance
Not Disclosed
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