Wealth
Analyze: Wealth offers a comprehensive estate planning platform for financial advisors, featuring state-optimized legal documents, secure storage, and visualization tools.
Company Overview
Wealth offers a comprehensive estate planning platform specifically designed for financial advisors. This platform covers all U.S. jurisdictions and provides state-optimized legal documents such as Revocable Trust & Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations. The company, headquartered at 2425 E Camelback Rd, Suite 150, Phoenix, AZ 85016, has been recognized as a Great Place to Work based on employee feedback.
Platform Features
Wealth's estate planning platform includes a variety of robust features. The Visualization Suite™ helps advisors create visual flowcharts, breakdown assets, and understand tax impacts. The Advisor Portal offers full visibility into client progress and provides proactive insights. The platform also includes secure document storage with bank-level encryption via a digital Vault and a feature named Extractor by Ester™ for scanning, uploading, summarizing documents, and making optimization recommendations. Additionally, Wealth offers a personalized experience by customizing the client interaction to match unique circumstances automatically.
Advisor Support and Resources
Wealth provides extensive support and resources for financial advisors through a dedicated Partner Success team aimed at guiding and assisting both advisors and their clients. The platform's Resource Center offers materials for holistic estate planning, and the Practical Planner Podcast is designed to reimagine estate planning together with advisors. Wealth's service model also includes a seat-based pricing structure tailored to fit seamlessly within an advisor's existing tech stack.
Security and Compliance
Wealth ensures high standards of security and compliance, as evidenced by its SOC 2 Type II certification. This certification confirms that Wealth meets rigorous criteria relating to security, availability, confidentiality, privacy, and processing integrity. With this certification, financial advisors can be assured of the platform's commitment to safeguarding sensitive client information.