Streamline Estate Planning with Advyzon and Wealth.com
On-Demand Webinar
Wealth.com is pleased to announce a direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,000 financial advisors nationwide. This integration allows advisors to seamlessly and securely import client and asset data from Advyzon into Wealth.com in just a few clicks.
Join Advyzon Institutional President Kartik Srinivasan and Wealth.com Product Owner Gus Merrell for a live walkthrough of the two platforms and how to make them part of your firm’s daily process. You’ll see firsthand how the Advyzon and Wealth.com integration simplifies setup, saves time, and strengthens your ability to deliver comprehensive estate plans at scale.
Watch the recording today to see how this integration can simplify your estate planning process and improve the way you work with clients.
Trusted Estate Planning Solution for the Industry’s Leading Firms
