When a new client joins an advisor’s practice, it often begins with excitement and clarity: a shared goal to help the client navigate their complex financial life. Advisors collect a wealth of information during onboarding—investments, asset allocation, taxes, insurance, estate planning, real estate, business interests, assets, liabilities, income, and legal documents.
But fast forward two years. Is the advisor still actively advising on all these areas?
For many advisors, the answer is no. The tools available today make it challenging to maintain a current and complete picture of a client’s financial life. Some information might be updated sporadically in a CRM or financial planning portal, but rarely in a way that’s integrated, scalable or client facing.
Meanwhile, client expectations have evolved. More than ever, clients want their financial lives to feel organized and coordinated. They expect advisors to not only provide investment advice but also seamlessly address every aspect of their financial world—from taxes and insurance to real estate, business, and legal matters.
Imagine asking a doctor to provide treatment without a complete and current medical history. It wouldn’t work. Yet many advisors are expected to provide meaningful financial advice without the tools to maintain an up-to-date and comprehensive view of their clients’ lives.
This is exactly why we created WealthTeamWork: to help advisors deliver on these growing expectations. The platform enables advisors to provide their clients with a fully organized financial life, encompassing money, insurance, taxes, real estate, business interests, assets, liabilities, income, and legal documents—all in one place.
WealthTeamWork solves this challenge. It’s designed to help advisors deliver the holistic, coordinated service clients need and expect, while making the management of complex financial lives scalable and actionable.
Let’s redefine what financial advice looks like in a world that demands more.
