Allworth Teams with RISR to Roll Out Business-Owner Planning Services

Allworth Financial has partnered with RISR, a fintech platform, to incorporate technology that will allow the RIA’s financial advisors to utilize business-owner planning technology. 

Under the partnership, Allworth Financial’s advisory platform will integrate RISR’s technology to provide tax and business planning, which further includes valuation, “tax-aware” succession, and exit planning.  

Additionally, advisors will be able to assist entrepreneurs and other business owners through the entire business lifecycle, ranging from long-term growth and risk management to sale, RISR said. 

“Allworth remains committed to the idea that quality financial guidance is both comprehensive and personalized, with our success tied to our clients’ success,” John Bunch, CEO of Allworth Financial, said. “Our partnership with RISR builds on that commitment by giving our advisors additional, modern tools to support business owners who are the backbone of local economies, helping them make confident decisions about their businesses, their families and their futures.” 

RISR’s latest partnership marks a growing list of RIAs that have selected the platform to deliver wealth-related services to deepen its digital footprint across the wealth management sector and boost client relationships. 

In August, RISR partnered with Modern Wealth Management to reveal its financial planning capabilities for financial advisors and business owners that will help them gain access to RISR’s technology, which will further enable client participation, personalized planning, and deeper, wealth-related solutions for a wider range of clientele. 

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