The wealth management technology platform Wealth.com is releasing a new proprietary solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors.
The announcement of the service, dubbed Wealth.com Tax Planning, was made during the keynote address at Wealth.com's inaugural virtual EstateCon event.
"Tax planning and estate planning are inseparable parts of a holistic financial plan, yet the industry has historically treated them as disconnected disciplines," said Rafael Loureiro, co-founder and chief executive officer of Wealth.com. "Advisors are being asked to do more, with greater precision and accountability."
Loureiro said the tax planning solution was built to move users beyond calculating a tax bill and toward architecting a client's future. "It is the difference between optimizing a moment and compounding a lifetime," he said.
Capabilities include multi-state tax scenario modeling with side-by-side comparisons, natural-language data capture from advisor and client inputs, and client-ready reporting with delivery through a secure portal.
With these features and more, Loureiro said, Wealth.com Tax Planning enables advisors to model forward-looking tax strategies while understanding their downstream impact on estate outcomes, gifting capacity, charitable planning and long-term family legacy. Rather than optimizing for a single tax year, he emphasized, the platform connects tax decisions to multigenerational outcomes.
During the keynote, Wealth.com also unveiled major advancements to Ester, its proprietary AI engine. Ester now analyzes federal and state tax documents alongside estate documents and trust provisions to surface risks, conflicts and future-state implications across a client's plan.
These insights, in turn, power Wealth.com's redesigned report builder, now enabling advisors to deliver clearer, more actionable planning narratives that connect tax decisions to estate outcomes, funding gaps and long-term legacy considerations.
Other announcements included new integrations with Goldman Sachs Custody Solutions, Jump, Zocks and Arch. Additionally, the firm debuted mobile notary services for same-day document execution and nationwide deed preparation now available in all states.
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