&Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning platform, as its enterprise-wide estate planning solution.
The agreement gives more than 100 &Partners advisors a standardised, technology-driven way to review clients’ existing estate documents, map out estate plans, spot gaps and opportunities, produce client-ready reports and walk clients through the planning process.
&Partners, recognised as one of the fastest-growing hybrid broker-dealer and RIA platforms, has built its business around advisor ownership, flexibility and concierge-level support. The firm chose Wealth.com after running a competitive selection process, pointing to the breadth of the platform, its straightforward experience for both advisors and clients, clear visual tools, enterprise-level security and scalability, and its focus on implementation and sustained adoption.
With Wealth.com in place, &Partners advisors can more readily see how a client’s estate plan fits together, walk clients through complicated relationships using visual tools, and translate any gaps or opportunities they identify into concrete next steps. The platform also helps advisors connect conversations around investments, tax, beneficiary choices, charitable giving, gifting and legacy planning, supporting a more joined-up view of a client’s finances.
The firmwide rollout started in August and officially extends to the entire &Partners advisor base today. Implementation has combined full platform access with live training sessions, a launch webinar, recorded enablement materials and continued support from Wealth.com at &Partners events. Wealth.com also travelled to &Partners’ Nashville headquarters to film a set of advisor testimonials and enablement videos aimed at helping advisors bring estate planning into everyday client discussions.
Wealth.com is built specifically for financial institutions, it is described as the only technology-led, end-to-end platform that lets firms scale estate and tax planning while maintaining efficiency, consistency and measurable outcomes for clients.
&Partners partner and leader of advanced planning Matt Doran said, “Estate planning is already embedded in many of the decisions our advisors help clients make, from beneficiary designations and gifting to charitable planning and legacy goals.
“We wanted a platform that could make those conversations more consistent and actionable without compromising the flexibility our advisors value. Wealth.com gives advisors the technology, visual clarity and support to bring estate planning into the ongoing advice relationship.”
Wealth.com co-founder and chief growth officer Tim White said, “&Partners has built its model around combining advisor autonomy with institutional-quality support, which makes this enterprise deployment especially meaningful.
“The best technology does more than check a box. It has to help advisors understand complexity, communicate it clearly and act on it with clients. We are proud to support &Partners with both the platform and the enablement needed to make that happen at scale.”
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