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What is Wealth.com?

Wealth.com represents a modern estate-planning solution driven by expert advisors, aimed at a varied audience and delivering a detailed workflow that spans from understanding a client's estate to its continual enhancement and oversight. Notably, it features Ester AI, which adeptly extracts and displays information from intricate estate-planning documents, enabling advisors to create clear, client-oriented summaries and visual representations; a Report Builder that generates visual reports to improve planning choices; a Scenario Builder that allows advisors to model, compare, and fine-tune planning methods, including tax effects and generational transitions; and Document Creation tools that quickly generate high-quality, attorney-grade legal documents and diagrams. Additionally, the platform includes interactive flowcharts, secure document storage, family-tree visualizations, action-item tracking, and seamless integration with more than 20 financial and CRM systems, such as Salesforce, eMoney, and Orion. In an increasingly rapid financial environment, Wealth.com distinguishes itself by providing forward-thinking solutions that enhance interaction between advisors and clients, while also simplifying the estate-planning journey. This holistic approach not only improves efficiency but also fosters a deeper understanding and collaboration throughout the entire planning process.

What is ELLA?

ELLA is a sophisticated digital solution designed for trusted advisors who support small business owners navigating the intricate realm of exit planning, significantly expediting the entire process from the initial engagement to the delivery of crucial insights. Specifically crafted for transitions led by advisors, ELLA brings an essential level of organization, clarity, and collaboration to what is often a chaotic advisory experience. This platform integrates the Fact Finding phase into a cohesive environment, allowing advisors to involve their entire team in the process by collecting notes, documents, and structured questions through customizable templates tailored to various industries or client needs. Its Sensemaking engine then transforms the accumulated information into secure, private, and contextually relevant insights, greatly reducing the time required to move from raw data to actionable strategies. Advisors can subsequently create interconnected Deliverables that seamlessly combine discovery and insights, aiding in the presentation of valuation narratives, growth opportunities, and thorough strategic plans. By refining the advisory process in this manner, ELLA not only boosts efficiency but also cultivates a comprehensive understanding of client needs and market conditions, ultimately leading to more informed decision-making. Therefore, ELLA positions advisors to enhance their services and deliver greater value to their clients throughout the exit planning journey.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealth.com

Date Founded

2021

Company Location

United States

Company Website

www.wealth.com

Company Facts

Organization Name

ELLA

Company Location

United States

Company Website

exitwithella.io

Categories and Features

Categories and Features

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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