RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners
RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA). This collaboration empowers Integrated Partners’ network of advisors, and its accounting and CPA partner firms, to leverage RISR’s innovative technology for advanced financial planning with holistic solutions tailored to the unique needs of business owners.
The partnership will drive deeper, more comprehensive client relationships by integrating RISR’s cutting-edge tools into Integrated Partners’ advanced planning deck. RISR’s platform will equip financial professionals with the ability to consolidate critical data—from tax returns to business financials—into a single, actionable plan. This integrated approach offers business owners the clarity and strategic guidance they need during uncertain market conditions, while also simplifying the complexities of tax and financial planning.
Read More: Finance Leaders Reveal The Hidden Costs of Legacy Expense Management Systems
“Top advisors are stepping up with timely, relevant guidance as business owners seek more comprehensive solutions,” said Jason Early, founder and chief executive officer of RISR. “Integrated Partners is ahead of the curve with an innovative approach that blends tax planning and traditional financial services—exactly what today’s business owners need. With tax season underway and markets still volatile, now’s the time to offer proactive advice that balances short-term needs with long-term planning.”
The integration of RISR’s platform is particularly timely, as business owners continue to face uncertainty in the wake of market volatility. RISR’s tools will enable Integrated Partners’ advisors to engage more frequently and effectively with UHNW business owner clients, offering personalized insights and strategic planning to help them navigate both current challenges and long-term goals.
Integrated Partners’ strong nationwide relationships with CPA and accounting firms, combined with its comprehensive service model, enable RISR to tap into a new trove of financial professionals. By leveraging this partnership, Integrated Partners empowers these individuals to deliver proactive, all-encompassing strategies for business owners. Financial professionals interested in comprehensive planning engagement tools for business owner clients can book a demo with RISR here.
Read More: Global Fintech Interview with Jeremy Ung, Chief Technology Officer at Blackline
[To share your insights with us, please write to psen@itechseries.com ]
