Streamline Estate Planning with Advyzon and Wealth.com
Upcoming Webinar
10 – 11 a.m. PT | 1 – 2 p.m. ET | November 13
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.
Register now to see how this integration can simplify your estate planning process and improve the way you work with clients.
Can’t make it live? Sign up and we’ll send you the recording.
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