Integrated Partners Leverages Wealth.com Expanding Access to Next-Gen Digital Estate Planning Tools
July 16 2024 - 9:08AM
Business Wire
Integrated advisors can now leverage a one-stop
platform for clients’ estate planning needs
Integrated Partners (“Integrated”), a national financial
planning and registered investment advisory (RIA) firm today
announced a strategic partnership with industry-leading estate
planning platform wealth.com. This integration bolsters an
already robust technology offering, equipping Integrated’s advisors
with access to next-gen estate planning tools and allowing for an
even more holistic view of clients’ increasingly complex financial
lives.
Integrated recognizes the critical importance of comprehensive
estate and succession planning, particularly in light of the
estimated $84.4 trillion in assets that’s projected to
transfer to the next generation by 2045. The firm is dedicated to
providing holistic solutions to address the growing complexity of
clients' financial lives. This commitment is evident in the success
of Integrated’s CPA Alliance program, fostering
relationships between certified public accountants (CPAs) and
advisory firms. Recently, Integrated has expanded advisor access to
specialized services through strategic partnerships, new
hires and innovative technology implementation.
“We aim to empower our advisors to quarterback their clients'
financial lives. To do this, we provide access to a diverse array
of specialists, from family office experts serving
ultra-high-net-worth individuals to insurance and business owners
specialists,” said Andree Mohr, president at
Integrated Partners. “Clients are increasingly looking for
services that offer additional value. This strategic partnership is
set to enhance our advisors' ability to satisfy these evolving
expectations with access to estate planning, backed by a network of
estate planning attorneys.”
Wealth.com enhances the estate planning capabilities of partner
firms through scalable onboarding guided plan creation, elegant
visualizations and proactive insights. The platform boasts a design
that is both intuitive and user-friendly, ensuring it is easily
navigable by advisors and their clients, irrespective of their
level of technological expertise. Integrated's advisors can now
leverage this one-stop platform for clients’ estate planning needs.
wealth.com drives efficiency in crafting simple wills and complex
advanced directives alike by summarizing existing documents,
visually mapping complex plans for ultra-high net worth clients and
by crafting core documents like revocable trusts and advanced
directives.
“The team at Integrated Partners is consistently delivering
innovative solutions to its clients,” added Tim White,
co-founder and chief partnership officer at
wealth.com. “Wealth.com is proud to bolster these efforts,
ensuring that its ultra-high-net-worth, high-net-worth and mass
affluent clients receive comprehensive and tailored estate planning
services at every step of their financial journey.”
Advisory firms wishing to learn more about Integrated’s suite of
back office and organic growth solutions are encouraged to visit
integrated-partners.com.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial
advisors to achieve their entrepreneurial vision. We offer
comprehensive business building services, designed with the truly
independent advisor in mind. With over 212 advisors, 190+ CPAs and
116 regional offices across the United States. Integrated has built
our reputation advisor by advisor, client by client. Constructed
and grown upon a foundation of empowerment, integrity, and trust,
we believe in the incredible power that financial advisors have to
make a positive impact on people’s lives. Integrated supports
advisors by offering a completely customizable open architecture
business environment: technology, investment management, advanced
planning, CPA partner program, custody, marketing, public
relations, M&A, succession planning and comprehensive business
counsel.
We believe in advisors. Let us prove it to you.
Investment advice offered through Integrated Partners, a
registered investment advisor. Integrated Partners does not provide
legal or tax advice or services. Please consult a qualified legal
or tax advisor regarding your specific situation.
About wealth.com
Wealth.com is the industry’s leading estate planning platform.
It empowers financial advisors to provide a modern, comprehensive
and sophisticated estate planning solution to their clients.
Wealth.com’s in-house trust and estate attorneys designed and
maintain the platform daily to deliver the legal rigor and quality
that is expected from top firms. All easily accessed by both
advisor and client in a collaborative digital ecosystem. Wealth.com
is optimized for, and available in, all 50 U.S. states and D.C.
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