Wealth.com and Dynasty Financial Partners have partnered to embed artificial intelligence-powered estate and tax insights directly within the Dynasty Advisor Portal, the firms said in a statement.
The firmwide deployment of Wealth.com's Ester: AI as a Service, will give all advisors across Dynasty's 58 partner firms — more than 500 advisors representing more than $125 billion in assets — access to AI-driven estate and tax document summaries inside their operating system, a spokeswoman for the firms said in a statement. "The integration allows advisors to extract and review trusts, wills and related documents in minutes, and pivot directly into proactive tax strategy and legacy conversations," she said.
"This partnership reflects our continued commitment to equipping independent advisors with institutional-grade capabilities to service the most complex and detailed needs of their ultra-high-net-worth clients," Shirl Penney, Dynasty's founder and CEO, added. "We are giving every advisor in our network a stronger foundation for comprehensive planning. For our advisors serving complex families, expanded access to Wealth.com's platform ensures they can deliver deeper, scenario-based guidance at scale."
Dynasty will also make Wealth.com's full planning platform available to advisors serving high-net-worth and ultra-high-net-worth families.
The news comes on the heels of Wealth.com releasing a new proprietary solution in late January that unifies tax planning, estate strategy and execution workflows within a single platform for advisors.
Dynasty CEO Shirl Penney. Courtesy photo
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