Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Engaging in financial matters doesn't have to be a daunting task, nor do the technological solutions that facilitate them. At eMoney, we are dedicated to providing cutting-edge, planning-oriented solutions that drive your business forward. Our all-encompassing financial planning platform is tailored to fit your operational style and designed to expand in accordance with your firm's increasing demands. From independent financial advisors to large corporate teams, our seamless solutions cater to the diverse and shifting requirements of your clients, whether they require simple or sophisticated assistance. eMoney transcends being merely a top-tier financial planning software; it is a comprehensive platform that aids in transforming prospects into loyal clients, fostering collaboration on financial strategies, and efficiently managing business operations. This allows you to dedicate more time to your primary passion: guiding clients as they prepare for their financial futures. In a world where financial planning is crucial, eMoney ensures that you are equipped with the tools needed for success.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Addepar
Yes
Black Diamond Wealth Platform
Yes
Charles Schwab
Yes
CoinTracker
No
Coinbase
Yes
MoneyGuide
No
Morningstar Advisor Workstation
No
Nitrogen
No
Orion
Yes
Plus & Minus
No
Integrations
Addepar
No
Black Diamond Wealth Platform
No
Charles Schwab
No
CoinTracker
Yes
Coinbase
No
MoneyGuide
Yes
Morningstar Advisor Workstation
Yes
Nitrogen
Yes
Orion
No
Plus & Minus
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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)
Yes
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
Yes
Vendor Details
Company Name
Wealth.com
Founded
2021
Country
United States
Website
www.wealth.com
Vendor Details
Company Name
eMoney Advisor
Founded
2001
Country
United States
Website
www.emoneyadvisor.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes