Wealth.com, the leading end-to-end estate planning platform for financial advisors, has announced a new partnership with Advyzon, one of the most trusted all-in-one wealth management platforms in the U.S. The collaboration is designed to make estate planning easier, smarter, and more connected for financial advisors—so they can spend less time managing systems and more time focusing on clients.
With this new integration, client and portfolio data will flow directly from Advyzon into Wealth.com. This means advisors can create and maintain estate plans without worrying about duplicate work or mismatched information. For clients, it translates into a more seamless and accurate experience, where their investments, goals, and legacy all live within one connected ecosystem.
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“Advisors want tools that work together, not systems that compete for their time and attention,” said Danny Lohrfink, Chief Product Officer at Wealth.com. “By connecting with Advyzon, we’re making best-in-class estate planning a natural part of an advisor’s everyday workflow. It’s about helping them work more efficiently while delivering even more value to their clients.”
Advisors using Advyzon or its institutional platform, Auria, can access Wealth.com’s tools directly through their existing tech stack at no extra cost. The integration, currently in beta with select firms, is expected to be available to a wider audience later this quarter. By bringing together portfolio management, financial planning, and estate planning in one place, the integration allows advisors to streamline their operations and focus on meaningful conversations with clients.
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“Our vision has always been to give advisors a single, connected experience—one platform that unites every part of their business,” said Kartik Srinivasan, President of Advyzon Institutional. “Integrating Wealth.com’s estate planning capabilities takes us one step closer to that goal. It removes friction, simplifies daily workflows, and empowers advisors to provide more comprehensive financial guidance.”
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For Wealth.com and Advyzon, this partnership isn’t just about technology—it’s about creating better experiences. Together, they’re helping advisors build stronger relationships, reduce complexity, and bring clarity and peace of mind to clients planning their financial futures.
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