Osaic has announced a strategic partnership with Wealth.com, including an arrangement through which Osaic’s National Planning Institute will “exclusively license” Wealth.com’s Family Office Suite services designed to support the estate planning needs of advisors’ most affluent clients.
The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals. Moving forward, Osaic’s 11,000 affiliated advisors will gain a variety of planning capabilities for use with clients across the wealth spectrum.
“We’re proud to partner with Osaic to bring modern estate planning to its nationwide network of financial professionals,” Tim White, co-founder and chief growth officer of Wealth.com, said in a statement.
White added that approval across Osaic’s entire advisor base, combined with the adoption of the Family Office Suite by Osaic’s National Planning Institute, "demonstrates both the urgency of estate planning and Wealth.com’s ... ability to deliver it."
“Together, we are reshaping how advisors integrate estate planning into wealth management, creating stronger client relationships and better outcomes for families,” White said.
Joe Gaeckle, senior vice president of high-net-worth and financial planning solutions at Osaic, noted that estate planning is one of the most important, yet often overlooked, elements of a client’s financial life.
Using Wealth.com, he said, Osaic advisors can invite clients to complete estate documents online, track their progress and maintain visibility throughout the process within their existing workflow. The combined capabilities will strengthen client relationships and introduce a revenue opportunity for advisors, Gaeckle said.
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