Wealth.com partners with Advyzon

Digital estate planning platform for financial advisors Wealth.com announced a new direct integration with wealth management platform Advyzon .

The connection lets client and portfolio data move automatically from Advyzon into Wealth.com, so advisors can build and update estate plans without retyping information or juggling separate systems. This reduces manual work, cuts errors, and keeps plans current.

Advisors who use Advyzon, Auria, or Wealth.com can access these tools inside the tech they already use, at no extra cost. The integration is in beta with a small group of firms and will roll out more widely later this quarter.

“Advisors want tools that work together, not systems that compete for their time and attention. By connecting with Advyzon, we’re making best-in-class estate planning a natural extension of the work advisors already do every day. We’re committed to helping them work smarter and deliver even more value to their clients.” – Danny Lohrfink, chief product officer at Wealth.com.

“Our vision has always been to give advisors a single, connected experience — one platform that unites every part of their business. Integrating Wealth.com’s estate planning capabilities into Advyzon and Auria further advances that vision. It removes another layer of complexity for advisors and helps them deliver truly comprehensive financial guidance from one intuitive system, elevating the overall client experience.” – Kartik Srinivasan, president of Advyzon Institutional.