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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.

Description

WebPrez is a sales enablement platform tailored for professionals in the insurance and financial sectors, including insurance agents, annuity specialists, financial advisors, and teams within financial organizations. This innovative platform empowers financial experts to streamline intricate discussions, inform potential clients, and enhance client interactions through guided discovery tools, informative video resources, and tailored follow-up mechanisms. At its core lies the Smart Money System™, a systematic approach that leads prospects through three key components: • Smart Money Discovery™ – identifying financial objectives, worries, and potential avenues for growth • Smart Money Snapshot™ – providing a concise summary of a client’s financial landscape • Smart Money Blueprint™ – formulating a customized action plan with specific recommendations By integrating client discovery, video communication, automation, and educational materials into one cohesive system, WebPrez aids advisors in cultivating trust, elevating the quality of appointments, and expediting sales processes. Ultimately, this platform not only enhances the efficiency of financial interactions but also fosters a more engaging experience for both advisors and their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Addepar Yes 
Black Diamond Wealth Platform Yes 
Charles Schwab Yes 
Coinbase Yes 
Orion Yes 
Redtail CRM Yes 
Salesforce Yes 
Wealthbox Yes 
Zillow Yes 
eMoney Yes 

Integrations

Addepar No 
Black Diamond Wealth Platform No 
Charles Schwab No 
Coinbase No 
Orion No 
Redtail CRM No 
Salesforce No 
Wealthbox No 
Zillow No 
eMoney No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$197/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Wealth.com

Founded

2021

Country

United States

Website

www.wealth.com

Vendor Details

Company Name

WebPrez

Founded

2001

Country

United States

Website

www.webprez.com

Product Features

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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