Wealth.com, an end-to-end estate planning platform, has entered a strategic partnership with Independent Advisor Alliance (IAA), a hybrid firm focused on empowering financial advisers to succeed as independent business owners.
The partnership will provide IAA’s 225 advisers across 27 states with access to the industry’s most advanced estate planning digital resources, enabling them to elevate and expand their practice.
Wealth.com is the industry’s only complete, end-to-end estate planning solution for financial advisers, offering a full spectrum of services only partially addressed by other providers. Its scalable technology enables advisers to scale their services efficiently across a diverse client base and meet the growing demand for holistic financial planning. The sophisticated yet intuitive platform simplifies the creation of essential documents, including wills, trusts and advanced directives. Moreover, wealth.com’s family-office suite enhances advisersâ
