More connected. More confident. Welcome to the September release: one big announcement, and a long list of upgrades you’ve been asking for. Here’s what’s new.
More Connected
Estate and tax planning, inside Claude
30% of our advisors already work in Claude every day. Starting today, so does Wealth.com.
“Estate and tax are the layer of a client’s plan that has to be exact. Advisors already trust Wealth.com as the system of record for the estate and tax positions their clients actually have. Inside Claude, that record answers questions directly, and every figure traces back to the source document that produced it.”
— Rafael Loureiro, Co-Founder & CEO, Wealth.com
Ask Claude about a client’s estate plan or a tax return. Get an answer built on Wealth.com’s own calculations, cited to the document it came from.
Ask things like:
- “What happens to the Riley assets at the first spouse’s death?”
- “Pull up the Chen family’s estate plan. Flag anything worth raising before tomorrow’s meeting.”
- “What would this client owe on a $200,000 Roth conversion this year?”
Any client, on demand. Ask about an account without opening the platform first.
Every figure, traceable. Cited to a document, a record, or a calculation. Never a guess.
No additional cost. Included with your subscription, today.
We’ve also expanded and deepened other connections.
- Salesforce and Redtail Import: Import your entire book. Names, emails, households — done.
- eMoney and Advyzon import improvements. Faster and easier. Your full client list, right when you open Add Client.
- Our first corporate trustee partnership. LPL clients can name LPL’s Private Trust Company directly in the trust drafting flow — no offline paperwork or additional attorney time needed. We’re building out our Corporate Trustee network from here: nominate a corporate trustee →
More Confident
Sharper tax tools. Cleaner records. Documents that explain themselves.
Improved Tax Planning*
- New scenario types. Catch-up contributions. HSA contributions. Estimated payments. Mortgage interest. Model them all.
- Tax Insights, more helpful. Insights and gaps pulled into Claude through the MCP are more accurate and helpful.
- State tax calculation improvements. Constants updated as new figures publish — ongoing, automatic.
*Tax Planning license required for these features.
New Calculators and Report Slides
- Federal Estate Tax Calculator. New calculator in the in-app Calculators section that estimates federal estate tax liability, helping advisors optimize a client’s estate plan. Also available as a new Federal Estate Tax Calculator slide in the Reports slide library.
- Estimated Estate Projection Calculator. The estimated estate projection engine from the Client Overview is now also available as a slide in the Reports slide library.
Easier Document Creation for Clients
- A smarter Will vs. Trust quiz. Clients see why an estate plan fits (their state, their family, their wishes), not just what it is.
- Start with the document you need. Clients can skip the Will or Trust and go straight to the POA or health care directive that’s needed most.
- Deed transfer, extended. Now works for wills, and for plans created outside the wealth.com platform.
- Notarize anything. Any PDF, right in the order form — even the ones wealth.com didn’t draft. We have your external documents and notarization needs covered.
Other Improvements
- Duplicates, flagged automatically. Added notifications showing duplicate client records, with a side-by-side review before anything merges.
- Ester, answers support questions. Answers pulled straight from the knowledge base and support articles.
- Minor bug fixes and behind the scenes improvements.
Note: Feature availability may vary by firm license or compliance approval. Contact your Account Manager if you’d like access to any of these capabilities.
