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PLATFORM UPDATES

Introducing EP Cloud for InStream Users

Seamlessly integrate estate planning into your day-to-day practice with EPcloud – smart estate planning solutions.

 

For your clients, the estate planning process can often times be expensive, overwhelming and time consuming. AE Wealth is excited to announce that with our partner, EPcloud, Instream users can now bring a quality estate planning experience to your clients right from your office and keep your clients, your clients. Through the use of advanced automation and a network of attorneys, EPcloud allows you to meet with your clients to determine their estate planning needs, request the necessary documentation through EPcloud and have it generated and sent back to you to be signed and notarized by your client.

 

CLICK HERE to learn more, and contact your VP of Wealth today to learn how you can bring this service to your clients.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

AW535502 - For investment professional use only.

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