Wealth.com
Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.
Add to Claude (opens in new tab)Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams.
Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.
Key capabilities:
• Client lookup
• Estate snapshots
• Risk analysis
• Executive summaries
• Annual Tax Lookback reports
• Document intelligence (wills, trusts, tax returns, statements)
Built for the advisor workflow: ask in plain language, get answers grounded in your clients' actual documents and estate data — all within your firm's authenticated Wealth.com access.
Tools
- find_client
- get_clients
- get_estate_risks
- get_estate_snapshot
- get_executive_summary
- get_extraction_result
- get_lookback_report
- list_documents
- upload_extract_document
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