Integrated’s  advisor network and its accounting and CPA partner firms will be able to use RISR’s technology for advanced financial planning.

“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,” Peter Kaplan, executive vice president, planning and insurance solutions at Integrated Partners, said. “This collaboration enhances our ability to integrate tax, financial and business planning, solidifying our relationships with business owners and providing even greater value to meet their unique needs.”

The use of RISR’s platform is “particularly timely,” RISR said, because business owners continue to face uncertainty in the wake of market volatility. 

The RISR business was founded in 2024; as for Integrated, it has operated since 1996 and has more than 216 advisors, 200-plus CPAs and 116 regional offices across the US.