Wealth.com integrates estate planning with Advyzon

October 31, 2025

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

The partnership is designed to streamline estate planning workflows.

The integration allows client and portfolio data to flow directly from Advyzon into Wealth.com, ensuring that estate plans remain up to date and aligned with clients’ financial information. By automating data sharing between the two platforms, the collaboration eliminates the need for manual entry and reduces the risk of errors, giving advisors more time to focus on strategic financial planning.

For financial advisors, this marks a significant step toward achieving interoperability across their technology stack. The integration offers a faster, more connected experience by linking portfolio management, financial planning, and estate planning in one seamless workflow.

Wealth.com chief product officer Danny Lohrfink said, “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.”

The integration is currently in beta with select advisory firms and will expand more broadly later this quarter. It is available at no additional cost for users of Advyzon, Auria, and Wealth.com.

By embedding Wealth.com’s estate planning tools directly within existing systems, advisors gain the ability to manage their clients’ portfolios and estate plans in one environment—reducing administrative burden while enhancing overall productivity.

Advyzon Institutional president Kartik Srinivasan said, “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.”