Modern Wealth Management has teamed with RISR, a fintech platform, to unveil its latest financial planning capabilities for financial advisors and business owners. 

The collaboration allows advisors to gain access to RISR’s technology, which would further enable client participation, personalized planning, and deeper, wealth-related solutions for a wider range of clientele. 

RISR’s engagement platform would be embodied in Modern Wealth’s advisory services. The fintech platform’s technology offerings are proposed to align clients’ tax-related documentation, liquidity goals, and succession plans all on a single platform, according to Modern Wealth. 

“As Modern Wealth scales nationally, it’s essential that we arm our advisors with the tools and technology they need to run their practice efficiently, stay focused on client service and continue growing,” Jason Del Col, head of advisory services at Modern Wealth, said. “RISR’s platform fits perfectly within our integrated service model. It empowers our advisors to have smarter, more strategic conversations with business owners and ultimately helps them deliver more comprehensive advice.” 

In part of the partnership, Modern Wealth’s financial advisors will be equipped to deliver additional resources across marketing, technology, compliance, human resources, and operations for their clients. 

In July, Lenexa, KS-based Modern Wealth added El Segundo, CA-based Kaye Capital Management, which manages $700 million in client assets.