The wealth.com Visualization Suite™
Helping advisors bring estate planning to life
Estate Plan Visual Report
Go Beyond The Legal Jargon
Our visual reports are generated instantly and help to better understand how the decisions made will function as part of the overall plan.
Ester™ AI Extraction
Scan + Upload
Receive a summary in seconds.
Compare & Confirm
Quickly verify imported information.
Review Insights
Implement Optimization Recommendations.
In A Matter of Minutes
Easily Translate Old Documents Into Optimized Plans.
Wealth Projections
Better understand the implications of your clients planning on their estate taxes. No inaccurate exponential modeling. More actionable long-term projections. Unique tax projection insights.
Ready for a deeper dive?
