Wealth and Financial Advisors

WEALTH & FINANCIAL ADVISORY

AI for Wealth Advisors

Drive new advising revenue by helping clients identify retirement options, optimize their portfolios, and find new savings.

Try For Free

CLIENT DISCOVERY

Identify clients for new advisory services

Want to know about retirement options for a client? Upload a return and you can run through all of their options to help them plan for different potential retirement scenarios.

TAX INSIGHTS

Get detailed answers on federal and state tax law

Want to know the answer to a client’s question on a new state tax law? Need to figure out which other clients are impacted by it? Ask your AI assistant to make you a list of affected clients, then draft an email summarizing the new laws.

WEALTH PROJECTIONS

Calculate hypothetical savings on different wealth scenarios

See how much a specific client would save by reducing taxable interest, dividend, or capital gains income based on their actual tax data from the previous (or current) year.

TRUSTED PARTNERS

Trusted By Firms and Professionals

Jason Staats ~ CPA

"You know that stanky old data mining utility your tax software has? It's like that on steroids. With an A.I. jetpack."
Bonny Fenton ~ CPA

“This is like having an admin for 50 dollars a month. I genuinely feel blessed to have found TruePrep.”
Susan Marie ~ CPA

“I can access all my client data like never before. It used to take literal days to find clients affected by tax changes. With TruePilot, I love that I can easily download, review, edit, and send a response in minutes.”
Hilary Clendenning ~ CPA and Partner

“It's so simple to use and saves me hours on each return by pulling data out, creating the workpaper, renaming and organizing my files, and helping with review and verification."”