intelliflo, the cloud-based technology platform for financial advisers, has teamed up with Estgro to add a new estate planning tech tool for advisers handling generational wealth planning.
Designed to address the complexities of the Great Wealth Transfer, Estgro’s tool integrates with the intelliflo office platform, pulling crucial client data and enriching it with comprehensive features like the ‘Estate Health Check’.
This combination allows financial advisers to provide tailored recommendations for wealth transfer and inheritance tax strategies.
Advisers can then refer clients digitally to their preferred legal suppliers—or select from Estgro’s accredited network—to complete the estate planning process with ease. In addition, advisers can engage clients’ beneficiaries, fostering early discussions to protect family portfolios for future generations.
“The integration with Estgro represents a significant advancement in our partner ecosystem,” said Richard Wake Chief Customer Officer, UK & AU. “By bridging financial and legal services, we enable advisers to deliver holistic financial advice. Estgro’s innovative approach to using intelliflo data for actionable estate planning recommendations is impressive, we encourage our users to explore the trial and simplify estate planning for their clients.
Estgro’s mission is to integrate estate planning into every financial planning conversation, making it accessible and intuitive. The tool allows advisers to quickly generate vital legal documents, adding immediate value. Moreover, it facilitates early engagement with clients’ beneficiaries, fostering discussions to protect family portfolios for future generations.
Dave Newick, co-founder and CEO of Estgro, emphasised the importance of timely estate planning: “Establishing the right estate structure is crucial for minimising tax and ensuring loved ones inherit the maximum possible. With the Great Wealth Transfer seeing £5.5 trillion set to pass between generations over the next 30 years, advisers must act now to protect significant assets from their portfolios. Our integration with intelliflo allows advisers to prioritise intergenerational wealth planning, safeguarding their clients’ legacies and their own business futures.”
The collaboration between intelliflo and Estgro marks a pivotal moment in the estate planning landscape, empowering financial advisers to provide comprehensive, seamless solutions that address their client’s needs today and the future.
