Wavvest is disrupting the wealth management industry with a suite of features engineered to provide Registered Investment Advisors (RIAs) with next generation capabilities to service clients. In addition to estate planning, life insurance, and tailored investment strategies, Wavvest is partnering with april to launch embedded tax filing.

RIAs using Wavvest will be able to offer clients access to Filer, april’s award-winning DIY solution. Clients will be able to file natively from the Wavvest mobile app and pay an upfront flat price, with no hidden upsells.

april’s experience uses intelligent routing to enable clients to answer as few questions as possible to file quickly and easily. april covers most common tax situations, and supported forms include 8949, 1099-B, 1099-DA, Schedule C, Schedule D, and Schedule SE. 

“Our mission is to empower financial advisors with a cutting-edge wealth management platform designed for the next generation of wealth,” said Brendan King, CEO of Wavvest. “Tax preparation and filing are critical in broadening the scope of services advisors can provide digitally, and partnering with april allows us to deliver these key functionalities seamlessly. Together, we’re transforming how Registered Investment Advisors serve their clients, driving efficiency and enhancing value through innovative technology.”

RIAs using Wavvest typically focus on a younger demographic, zeroing in on wealthy millennial families who may not traditionally be considered "core" RIA clients today but represent the core clients of the future. Offering a modern, embedded tax filing experience within the same platform clients are using for investments will create a more seamless experience for advisors and clients alike.

“Americans need more optionality and innovation for tax filing and wealth management,” said Ben Borodach, CEO of april. “We’re excited to partner with Wavvest, a like-minded firm disrupting the way things have always been done.”