RISR, a provider of business owner engagement platforms for financial advisors, has announced a partnership with Wealthcare Capital Management, a technology-enabled RIA overseeing more than $8bn in assets under management (AUM).
This collaboration provides Wealthcare’s advisors with advanced resources to understand and support the needs of business owner clients.
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The partnership with RISR aligns with Wealthcare’s commitment to providing its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.
Established over two decades ago as a technology company, Wealthcare offers GDX financial planning technology platform, which aims to enhance personal client experiences and foster advisor-client collaboration.
Wealthcare CEO Matt Regan said: “Our team works closely with our clients to understand their unique goals, priorities and vision for the future.
“We use best practices to help them maximise their business potential by planning early, setting clear goals and developing consistent, repeatable processes that create personalised client experiences. RISR was the clear choice for serving this integral client segment.”
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By GlobalDataIn addition to Wealthcare, RISR has also formed a partnership with FS Investments, an alternative asset manager with over $83bn in AUM.
FS Investments has incorporated RISR into its value-add programme.
The RISR platform equips FS Investments’ advisors with tools to guide business owners through transitions and liquidity events.
RISR founder and CEO Jason Early said: “Business owners need an advisor who has the right data at their fingertips to guide them through critical decisions.
“Whether it’s transitioning to retirement, selling their business for maximum value or implementing a succession plan that ensures their business thrives for the next generation, our team is eager to see the Wealthcare team take hold of our technology to positively impact their clients in the present and in the future.”
In 2022, Wealthcare acquired Eagle Financial Management Services to broaden its footprint in the direct advisory market.
