Wealth.com unveils integrated tax planning platform for advisors

January 30, 2026

Wealth.com, a modern planning platform for wealth management firms, has launched a proprietary tax planning solution designed to unify tax, estate and execution workflows within a single advisor platform.

The new offering, called Wealth.com Tax Planning, is positioned as a response to increasing complexity in client circumstances and the limitations of fragmented planning tools.

According to the company, advisors are increasingly required to manage multi-state residency, concentrated equity positions, Qualified Small Business stock considerations, advanced trust structures, evolving tax legislation and multigenerational planning needs. Wealth.com Tax Planning has been built to address these challenges by connecting tax strategy, legal intent and execution within a single integrated system rather than across disconnected tools.

Wealth.com Tax Planning enables advisors to model forward-looking tax strategies while understanding how those decisions affect estate outcomes, gifting capacity, charitable planning and long-term family legacy. The platform is designed to move planning beyond single-year optimisation and instead link tax decisions to multigenerational outcomes.

Key features include multi-state tax scenario modelling with side-by-side comparisons, guided planning workflows through intuitive “Quick Actions”, natural-language data capture from advisor and client inputs, and client-ready reporting delivered through a secure client portal.

The tax planning functionality is embedded directly within the existing Wealth.com platform, ensuring continuous alignment with trusts, legal documents and execution workflows. The solution is scheduled to be available from April 2, 2026.

Alongside the tax planning launch, Wealth.com also announced significant enhancements to Ester®, its proprietary AI engine. The updated technology now analyses federal and state tax documents alongside estate documents and trust provisions to identify risks, conflicts and future-state implications across a client’s overall plan. T

The company also introduced several new execution-focused capabilities, including Mobile Notary, which allows advisors or clients to engage a notary public directly within the platform for same-day document execution, and Nationwide Deed Preparation. Offered through a partnership with Dec Law, the deed service is now available across all 50 states at a flat fee of $175 per deed, plus recording fees.

In addition, Wealth.com announced new integrations with Goldman Sachs Custody Solutions, Jump, Zocks and Arch.

Wealth.com CEO Rafael Loureiro said, “Tax planning and estate planning are inseparable parts of a holistic financial plan, yet the industry has historically treated them as disconnected disciplines. Advisors are being asked to do more, with greater precision and accountability. We built Wealth.com Tax Planning to move beyond calculating a tax bill and toward architecting a client’s future. It is the difference between optimizing a moment and compounding a lifetime.”

Wealth.com chief product officer Danny Lohrfink said, “Advisors don’t think about tax planning, estate planning and execution as separate workflows. They think in terms of outcomes for real families. We built Wealth.com Tax Planning to reflect how advice is actually delivered, connecting tax decisions to legal structures and execution in one continuous system. This gives advisors confidence that what they plan is what ultimately gets implemented.”