&Partners Chooses Wealth.com for Enterprise-Wide Estate Planning
Event summary
- &Partners selected Wealth.com as its enterprise-wide estate planning platform, giving over 100 advisors access to the technology.
- The rollout began in August 2026 and formally launched on September 8, 2026.
- Wealth.com's platform offers visualizations, gap identification, and client-ready reports for estate planning.
- &Partners cited Wealth.com's breadth, intuitive experience, security, and scalability as key factors in the selection.
The big picture
&Partners' selection of Wealth.com underscores the growing trend of wealth management firms adopting technology to streamline estate planning and provide more holistic advice. This move aligns with the industry's shift towards integrating advanced planning tools into the core advisory process, enhancing client outcomes and advisor efficiency. The partnership highlights the importance of combining advisor autonomy with institutional support, a key dynamic in the evolving wealth management landscape.
What we're watching
- Adoption Pace
- The pace at which &Partners advisors integrate Wealth.com into their ongoing client relationships will determine the platform's long-term success.
- Scalability
- Whether Wealth.com can sustain its enterprise-grade security and scalability as &Partners continues to grow rapidly.
- Competitive Edge
- How this strategic move will affect Wealth.com's market share and competitive positioning in the estate planning technology space.