Wealth TechNavigator

Financial Planning

Comprehensive Planning, Tax Planning, Retirement Planning, Estate Planning, Social Security Analysis, Retirement Income / Distribution, AI / Advanced Planning, Legacy Tools, Equity Compensation, Medicare & Health Care, Planned Giving, Caregiving & Special Needs, Business Valuation.

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Layer 2 · Capability clusters

15 capabilities

AI Scenario Co-Pilot

Comprehensive Planning

Deep cash-flow, goals-based modeling, and scenario analysis.

LLM 1040 Extraction

Tax Planning

Deep analysis of 1040s, Roth conversions, and tax-smart distributions.

AI Document Summarization

Estate Planning

Tools for summarizing legal documents, modeling wealth transfer, and facilitate digital doc prep.

Generative Withdrawal Plans

Retirement Planning

Specialized tools for decumulation, withdrawal strategy, and Social Security optimization.

ML Claiming Optimization

Social Security Analysis

Optimization engines for claiming strategies to maximize lifetime benefits.

AI Retrofit Layer

Legacy Tools

Long-standing, server-based or older-gen planning software.

AI Plan Selection

Medicare & Health Care

Advisor tools for modeling lifetime healthcare costs and Medicare plan selection.

Insurance / Annuity Services

Life insurance and annuity analysis/buying services for advisors.

College Planning

Tools and planning modules used by advisors to model education funding, financial aid optimization, and student loan strategies.

ML Comparable Pricing

Business Valuation

Estimating the fair market value of private businesses for owner-clients and exit planning scenarios.

AI Elder-Care Coordination

Caregiving & Special Needs

Planning for dependents with disabilities or aging parents (Elder Care).

AI RSU Tax Triggers

Equity Compensation

Visualizing and modeling ISOs, NSOs, and RSU vesting/tax triggers.

AI Charitable Strategy

Planned Giving

Tools for charitable giving, DAF management, and philanthropic strategy.

AI Spending Guardrails

Retirement Income / Distribution

Dynamic spending guardrails and tax-efficient withdrawal sequencing.

Autonomous Plan Drafting

AI / Advanced Planning

Document reading and automated plan synthesis using Large Language Models.

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