Alliances — Partners for Advisors & Tech | Relevant
Relevant builds alliances with wealth managers, CPAs, and technology partners — the legal partner your clients need, alongside advisors they trust.
Strategic Alliances for Advisors and Technology Partners
Relevant builds strategic alliances with wealth managers, financial planners, CPAs, and technology companies — so the advisors a client already trusts can bring in legal counsel that's just as considered.
Better together for the clients you share. The best outcomes for individuals and businesses happen when their advisors work together. A wealth manager, a CPA, and a trusted estate, tax, and business attorney — coordinated — protect and grow what a client has built. Relevant makes that coordination seamless: a recognizable brand, integrated technology, and firms focused on exactly the work your clients need.
Who we build alliances with:
Wealth Managers and Financial Planners — Estate planning, tax, and business counsel that complements your clients' financial plans — for advisors at national firms, independent RIAs, and family offices.
CPAs and Accounting Firms — Coordinated tax and business legal work, so your clients' accounting and legal sides stay aligned.
Technology Partners — Platforms and tools that integrate with the Relevant technology stack to serve firms and their clients better.
What an alliance looks like: Relevant alliances are built around collaboration and coordinated client service — not transactions. The arrangement is a relationship between advisors who share a commitment to the same clients. Mutual, coordinated client service; co-branded client education and seminars; a consistent, white-glove client experience; and for technology companies, integration with the Relevant platform and its attorney network.