Estate tech provider wealth.com launches family office suite
Fintech provider wealth.com has unveiled a new estate management tech suite exclusively designed to help firms and advisors with wealthy and ultra-affluent clients’ estate planning.
The wealth tech firm’s newly unveiled Family Office Suite is a comprehensive collection of estate management technologies designed to cater to the needs of high-net-worth and ultra-high-net-worth individuals and families.
“As we advance our product roadmap, particularly for advisors serving high-net-worth and ultra-high-net-worth clients, we are committed to transforming all aspects of the estate planning service model to be a more efficient and effective process,” Danny Lohrfink, chief product officer and co-founder of wealth.com, said in a statement Friday.
The Family Office Suite provides several key features for advisors, including tools to visualize complex estate planning scenarios with the Heritage Map, Legacy Navigator, EstateFlow, and Irrevocable Trust One-Pagers. These tools help clarify estate planning details such as sub-trust distribution schemes and tax implications.
In addition to visualizing estate planning complexities like sub-trust distribution schemes and state estate tax implications, the platform offers capabilities to quantify tax benefits through estate tax calculators and scenario analysis tools, helping advisors identify and optimize tax opportunities.
Advisors can also leverage Wealth.com’s Vault and Ester AI capabilities to streamline data collection and centralize estate planning information. Advisors, specialists, and intermediaries can also collaborate more effectively through in-app tools and direct API integrations with leading CRM and portfolio management systems.
The suite also includes a Report Builder
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