Every release, the goal is the same: help you deliver more for your clients with less effort on your end. This one brings a redesigned way to build client-ready reports, a meaningfully smarter Ester Agent™, faster client onboarding for Wealthbox users, and more precise estate tax modeling for your most complex plans.
Here’s what’s new.
A completely reimagined way to build reports
Your reports are often the deliverable a client remembers most, and creating them shouldn’t feel like a second job. Reports has been rebuilt from the ground up into a true production environment. What used to take Word, PowerPoint, and a separate graphic-design pass now happens end to end inside Wealth.com, drafted, branded, and presented, in a fraction of the time. Get a glimpse here.
Here’s what that unlocks:
- More polish, less effort. Edit, hide, reorder, and add disclaimers to any element on any slide, without ever leaving the platform or stitching a deck together in PowerPoint.
- More personal, by client. Toggle individual values on or off, add slide-specific notes, edit cover pages, and save multiple report versions for the same client.
- More confident in the room. Privacy Mode, full-screen Presentation mode, and historical “as-of” data let you walk into any meeting ready to lead with clarity.
- Richer content. Add editable flowcharts, calculator slides for GRAT, CLAT, QPRT, and state estate tax, and Vault and EstateFlow™ summaries for a fuller picture.
- A running start. Get started faster with a template: Estate Snapshot for a clean visual overview, or Estate Analysis for full financial and disposition detail. (Estate Analysis requires a Family Office Suite license. Talk to your account manager if you don’t have access.)
Everything you rely on today is still here, just easier to find and faster to use.
A smarter, more transparent Ester Agent™
Ester Agent™ is getting a major upgrade, now powered by a more advanced AI model (Gemini 3.5 Flash). The theme across all of it: Ester becomes more transparent, more contextual, and easier to work with in the flow of your day. These updates will roll out to all users over the coming weeks.
Highlights:
- Flowchart generation. Upload a document and ask Ester to map out how a trust works. Ester builds an interactive flowchart you can refine in plain language, then export or drop straight into a report.
- Thinking steps. Ester now shows its work, walking through step by step how it reaches an answer or a calculation, so you and your compliance team can trust what you’re seeing.
- Page awareness and one-click navigation. Ask where to find something and Ester answers, then drops a button that takes you straight there. No more hunting through the platform.
- Clarifying questions. When a request is ambiguous, say more than one Smith family is on file, Ester pauses and asks which one you mean rather than guessing.
- Chat recall. Ask what you discussed last week about a client or a strategy and Ester can find it, so picking back up after time away is easy.
- Dictation. Tap the mic and speak your question instead of typing.
Bring your Wealthbox clients over in minutes
If you use Wealthbox, getting set up in Wealth.com just got a lot faster. Instead of adding client profiles one at a time, you can now import them directly.
Connect your Wealthbox account from the dashboard, choose which clients to bring over, and their names, emails, and household and spouse associations are created in Wealth.com automatically. (Asset and holdings data isn’t included in the import for now.)
It’s the fastest way yet to go from signed up to ready to work, especially if you’re newly onboarded with a full book of clients.
Coming Soon: More precise estate tax modeling for complex plans
For clients whose plans split assets between taxable and deductible beneficiaries, the after-tax picture can get complicated fast. EstateFlow™ will handle that complexity for you.
EstateFlow will perform interrelated (circular) estate tax calculations for both federal and state estate taxes, following the methodology in IRS Publication 904. Scenarios where residuary distributions qualifying for the marital or charitable deduction still bear tax are computed automatically, giving you a more accurate view of what beneficiaries actually receive.
The result is a more precise picture of after-tax distributions, so you can illustrate the true impact of a plan and have better-informed conversations with clients.
Note: Ester® enhancements require an account with those features enabled. Some of these features are still being rolled out per firm’s compliance approvals. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.
