Managing the Estate Without the Guesswork
Wealth.com provides presentation-ready reports, data visualizations, and slides so you can focus on meaningful conversations with clients.
Trusted Estate Planning Solution for the Industry’s Leading Firms

Minimize Manual Effort
Crafting estate plans require data input from multiple touch points. Wealth.com serves as an integrated ecosystem for all your client documentation, reducing repetitive data entry and organizing it in one centralized place
Track plan activity overtime with built-in reminders and alerts.
Store documents in one centralized place.
Easily compile reports and analyses into client-ready slides, with data imported directly from your existing tools like Salesforce, eMoney, Redtail, and more. Wealth.com integrates with 20+ platforms (and counting) to keep your presentations seamless and up to date.
Proven ROI for You and Your Clients
Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.
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