Wealth.com, an estate planning technology provider, announced Thursday a partnership with Advyzon, a wealth management platform, aimed at simplifying how the 2,400-plus advisors using Advyzon incorporate estate planning into their daily workflows.
Through the integration, client and portfolio data flow directly from Advyzon into Wealth.com, enabling advisors to create and maintain accurate, up-to-date estate plans without duplicating work or managing disconnected systems.
Danny Lohrfink, chief product officer at Wealth.com, said in a statement that advisors want tools that work together, “not systems that compete for their time and attention.”
“By connecting with Advyzon, we’re making best-in-class estate planning a natural extension of the work advisors already do every day,” he said. “We’re committed to helping them work smarter and deliver even more value to their clients.”
Advisors who are users of Advyzon or Auria and Wealth.com platforms can use the tools and resources directly within their existing tech stack for no additional cost. The integration is available in beta with a select group of firms, with broader availability expected later this quarter.
“Our vision has always been to give advisors a single, connected experience — one platform that unites every part of their business,” added Kartik Srinivasan, president of Advyzon Institutional. “Integrating Wealth.com’s estate planning capabilities into Advyzon and Auria further advances that vision.”
Advyzon joins a growing list of advisor platforms to have tapped Wealth.com for integrated estate planning technology, including the likes of Osaic, Commonwealth Financial Network (now part of LPL), Cetera and Independent Advisor Alliance.
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