Wealth.com has introduced its new "Family Office Suite" tailored specifically for firms that cater to high and ultra-high-net-worth clients. 

WealthManagment.com reports that the platform aims to provide a comprehensive service that addresses the entire wealth picture, including estate planning. The Family Office Suite emphasizes the behind-the-scenes processes—data collection, data structuring, and creating client deliverables—which are as crucial as the final product itself.

Wealth.com's proprietary AI, Ester, plays a key role in automating that data extraction. Advisors can upload documents, and Ester instantly feeds the relevant information into backend reports and client deliverables. According to the company, this automation reduces what used to be a weeks-long process to mere minutes.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.