A financial plan is not complete without an estate plan.
The No. 1 reason people cite for making an estate plan is the advice of a financial advisor. Provide your clients with the best estate planning solution available.
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Advisor Portal
Our advisor portal gives advisors full visibility into their client's progress, proactively surfaces insights and helps facilitate conversations around estate planning.
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our Head of Community
Few other tech companies understand the advisory business as well as wealth.com and no other estate planning solution comes close to what they offer. I hope you’ll join me in using wealth.com for your clients.
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