View a Summary of Assets by Entity

Clearly see how much each person or entity owns at the asset class level. 
Advisors can easily add this summary into client reports.

 

Take a tour of Balance Sheet:

Effortless Data Integration

Wealth.com integrates with over 20+ trusted tools in the industry. Instead of manually entering each client’s asset information into our Balance Sheet, you can connect with tools like eMoney, Black Diamond, Charles Schwab, Zillow, Coinbase, and more to seamlessly import client assets, all in one go.

Let our integrations do the hard work for you so you can spend more time on the tasks that matter. Our team continuously factors in customer feedback, so you can expect more integrations to come.

Import Client Assets From Existing Tools

Simplify your workflow with Wealth.com integrations that allow advisors to directly import client asset data in a few clicks

Learn More About Integrations

 

Trusted Estate Planning Solution for the Industry’s Leading Firms
50%
Increase in Client Communications
Advisors using Wealth.com see a 50% boost in client interactions, driving engagement, building trust, and strengthening long-term retention.
2.2X
AUM Growth in 18 Months
Clients who complete an estate plan see their assets under management more than double in just 18 months — proving that proactive planning drives real results.
50K+
Trust Documents Processed by Ester®
Ester® has analyzed over 50,000 trust documents in the last 12 months, streamlining workflows and freeing up advisor time.
40+
Hours Saved Per UHNW Estate Plan
Our estate planning technology helps firms reclaim time at scale by saving advisors up to 40 hours on every ultra-high-net-worth estate plan.
The Wealth.com Effect

Proven ROI for You and Your Clients

Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.

See Real Results

Jump to a Case Study:

$39M+ in New Assets with Wealth.com

Wealth.com is a Key Differentiator

See Wealth.com in Action
Book a personalized demo to explore how we can help grow your business and deepen client trust.

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