Wealth.com now connects to Claude. Once you link your account, you can ask Claude questions about your own client book in plain language and get answers built from the client files, estate documents, and tax data already in Wealth.com.
This is a live session. We will connect an account on screen, then work through the questions advisors ask between meetings:
- Who is this household, what documents are on file, and what state are they in?
- What does this trust say, and who receives what under it?
- Show me the disposition diagram for this document.
- What did the reading flag as a gap or a loose end?
- What does this household own, and who owns it as recorded?
- Summarize their most recent filed return.
- What happens to next year’s tax bill if they convert $200,000 to a Roth?
We will also cover what the connector will not do, where it asks for missing information instead of assuming, and how to use the page citations it returns to check any answer against the source document.
You will leave with:
- The setup steps, start to finish
- A guide of sample prompts and workflows for client meeting prep, estate document review, balance sheet questions, and tax scenarios, ready to use the same afternoon
- A clear line between what the connector answers and what still needs an advisor’s judgment
Who should attend: advisors, paraplanners, and operations leads at RIAs, broker-dealers, and family offices, plus anyone evaluating how AI fits into estate and tax planning workflows.
Every registrant receives our guide of sample prompts and workflows.
