Wealth.com, a platform specializing in estate planning for financial advisors, has been chosen as the exclusive estate planning partner for Osaic’s National Planning Institute (NPI), extending its services to Osaic’s network of 11,000 affiliated financial professionals.
This collaboration aligns with Osaic’s strategy to provide advisors with advanced digital tools aimed at strengthening client relationships and facilitating holistic financial advice. The partnership underscores Osaic’s commitment to integrating comprehensive solutions within its advisor network.
Tim White, co-founder and chief growth officer at Wealth.com, stated, “We’re proud to partner with Osaic to bring modern estate planning to its nationwide network of financial professionals. Approval across Osaic’s entire advisor base, combined with the adoption of our Family Office Suite™ by Osaic’s National Planning Institute, demonstrates both the urgency of estate planning and Wealth.com’s ability to deliver it. Together, we are reshaping how advisors integrate estate planning into wealth management, creating stronger client relationships and better outcomes for families.”
As part of the agreement, Osaic’s National Planning Institute will exclusively license Wealth.com’s Family Office Suite. This platform is designed to address the complex needs of ultra-high-net-worth clients, offering features such as collaborative family planning, advanced modeling for intergenerational wealth transfer, and governance tools to support family legacies.
Joe Gaeckle, senior vice president of high net worth and financial planning solutions at Osaic, commented, “Estate planning is one of the most important, yet often overlooked, elements of a client’s financial life. This partnership emphasizes Osaic’s commitment to providing integrated, best-in-class solutions that help advisors serve clients more effectively and grow their practices.”
Through Wealth.com, Osaic advisors can now invite clients to complete estate documents online, track their progress, and maintain visibility throughout the process, all within their existing workflows. This integration aims to enhance client engagement and operational efficiency while creating new revenue opportunities for financial professionals.
