July has been a newsworthy month, with the recent passing of The One Big Beautiful Bill Act (OBBBA), which we covered in a recent webinar. In addition to covering news updates that impact your clients, we also have some exciting product updates that you (and your clients) might appreciate too, including our upgraded Wealth Academy, decision-makers summary in ReportBuilder, and more.
Re-Introducing Wealth Academy
Our Revamped Learning Management System
We’re excited to introduce the newly improved Wealth Academy, our dedicated learning hub featuring online courses designed to help you get the most out of the Wealth.com platform. These self-guided tutorials are thoughtfully curated to mirror your in-app experience, making it easy to learn at your own pace.
Within Wealth Academy, you and your team can dive into courses like “Client Profile Tools & Capabilities” to support smooth onboarding, or “Ester AI Extraction” to explore new features such as “Ester Q&A”.
To access the Wealth.com Academy, navigate to the Help & Support tab and select “Academy”. You’ll immediately receive an email from [email protected] with the subject “Welcome to the Wealth.com Academy!”. Please use the link in that email to register your account and create your password, then start learning!
Decision Maker Summary in ReportBuilder
Identify Opportunities for Parties Involved
We heard that you wanted a holistic overview of fiduciaries to present to clients in reports, and we delivered! Now, advisors have the option to include a slide summarizing all key decision makers across estate planning documents in the Report Builder. This improvement gives you more visibility so you can proactively address any challenges and better identify opportunities for clients.
Rich Text Editing in Ester® Executive Summary
More Intuitive Formatting, Professional Results
Thanks to user feedback, we’ve updated Ester®’s Executive Summary to now have rich text editing abilities. What does this mean for you? Instead of a standard text box, advisors can now access more robust formatting options like adding bullets, numbering, headings, bolded and italic text. Just be sure to use it wisely. (See what we did there?)
Ready to put these updates to work?
Between the OBBBA insights, our upgraded Wealth Academy, and the new decision-maker tools in ReportBuilder, there’s never been a better time to see Wealth.com in action. Schedule a quick demo with our team and discover how these enhancements can deepen client relationships and streamline your advisory workflow. Book your demo today and turn July’s momentum into year-round growth.
Want to see our best product upgrades and enhancements yet? You don’t want to miss our Summer Product Launch happening next Wednesday at 11am PT / 2pm ET. Save your seat today at https://hello.wealth.com/wealth.com-summer-2025-product-launch.
