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TECHNOLOGY PROVIDERS Specialized Planning Applications
WEALTH.COM
Digital Estate Planning Platform
Estate planning is crucial and complementary to any effective financial planning. Wealth. com is the only digital estate planning platform that aligns to any existing financial advisor’s portfolio of services as it complements the services that are required to clients that need proper controls.
Wealth.com is an intuitive digital estate planning platform that enables financial advisors to offer a modern, comprehensive and sophisticated estate planning solution to their clients. Designed and maintained by in-house Trusts & Estates attorneys from preeminent practices in the country, Wealth.com delivers the same level of legal rigor and quality expected from top firms — all easily accessed by both advisor and client in a collaborative digital ecosystem that goes beyond simple document generation.
241 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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