PHILADELPHIA, PA — RISR has announced a strategic partnership with Integrated Partners, a financial planning and registered investment advisory firm managing over $21 billion in assets under advisement. The collaboration aims to enhance Integrated Partners’ ability to provide advanced, tailored financial planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, particularly business owners.
RISR’s innovative platform integrates critical data, such as tax returns and business financials, into a single actionable plan, empowering financial advisors to offer comprehensive and strategic guidance. This approach simplifies tax and financial planning, while also addressing the unique needs of business owners navigating volatile market conditions.
“RISR has been adopted by some of the most sophisticated firms in the industry, and after seeing the demo, it was clear—we had to make it part of our offering,” said Peter Kaplan, executive vice president of planning and insurance solutions at Integrated Partners. “This collaboration enhances our ability to integrate tax, financial, and business planning, solidifying our relationships with business owners and delivering exceptional value.”
The partnership positions Integrated Partners to address complex client demands with cutting-edge tools that facilitate more frequent and effective engagements. RISR’s focus on blending tax and financial planning aligns with today’s business owners’ need for clarity and strategic direction.
“Top advisors are stepping up with timely, relevant guidance as business owners seek more comprehensive solutions,” said Jason Early, founder and CEO of RISR. “Integrated Partners is ahead of the curve with its innovative approach, offering proactive advice that balances immediate demands with long-term objectives.”
With the integration of RISR’s technology, Integrated Partners reinforces its commitment to delivering impactful, forward-thinking financial solutions for business owners and HNW clients.
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