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Title of Wealth.com: "The Leading Estate Planning Software for Financial Advisors"

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How to Create Stickiness as an Advisor, for the Post-Death of Clients4 days

The post How to Create Stickiness as an Advisor, for the Post-Death of Clients appeared first on Wealth.com.

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A closer look at the reimagined Reports2 weeks

Your reports are often the deliverable a client remembers most, and producing them shouldn’t feel like a second job. That’s the thinking behind the new Reports. We’ve rebuilt it from the ground up into a true production environment, where every slide is editable, every report is on-brand, and every meeting is ready to run directly from the platform.

What used to requir...

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July 2026 Wealth.com Updates2 weeks

Every release, the goal is the same: help you deliver more for your clients with less effort on your end. This one brings a redesigned way to build client-ready reports, a meaningfully smarter Ester Agent™, faster client onboarding for Wealthbox users, and more precise estate tax modeling for your most complex plans.

Here’s what’s new.

A completely reimagined way t...

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