Redefining Wealth Planning
Merrill has engaged in a multi-year initiative to create a modern, digitally-enabled wealth management experience that brings together financial planning, advice, implementation and ongoing reviews in a digital, interactive, end-to-end workflow.
Merrill Personal Wealth Analysis enables advisors to move seamlessly from planning to implementing an investment advisory solution through Merrill Lynch One, our investment advisory platform. Advisors can also conduct comprehensive reviews using a personalized, interactive video-based capability, Digital Wealth Overview.
This ecosystem of connected capabilities helps advisors deliver personalized advice, while also delivering comprehensive solutions from Merrill and Bank of America. The new integrated, digital platform delivers an industry-leading wealth planning experience and enables advisors to serve and deepen new and existing client relationships in a more efficient and scalable way.