The most advanced wealth and tax AI in wealth management, available in every advisor workflow and included for all clients at no extra cost
Phoenix, April 14, 2026–(business telegram)–wealth.comThe industry-leading estate and tax planning platform today announced that its proprietary AI platform, Aster IntelligenceEntering a new era, expanding from document and planning intelligence to a fully integrated intelligence layer for modern wealth management.
Aster Intelligence initially transformed how advisers interact with property documents – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that foundation, synthesizing property documents, tax returns, balance sheets, and planning logic into an integrated intelligence system. Rather than providing analysis alone, Aster Intelligence provides clear, actionable answers. Advisors can ask complex questions related to a client’s financial life and get accurate, completely relevant insights in seconds – helping them move from information to action with confidence.
“Aster Intelligence reflects where wealth management is going,” said danny lohrfink, Co-Founder and Chief Product Officer of Wealth.com. “It is designed as a system of specialized agents, starting with estate planning and tax planning, and expanded over time, who work together to understand the entire client picture. By combining deterministic calculations with real planning expertise, we are preparing advisors to move beyond fragmented analysis toward a more continuous, connected approach to planning.”
With this release, Wealth.com is expanding the way it delivers Aster Intelligence. In addition to their native experience within the platform, firms can now integrate Aster Intelligence directly into their broader technology ecosystem – bringing wealth and tax intelligence into the workflows that advisors already rely on. This approach allows advisors to access advanced insights without changing systems or re-training, positioning Aster as part of the infrastructure supporting modern wealth management.
Estate planning and tax planning agents are purpose-built to handle complex, domain-specific workflows. Together, they leverage proprietary data, attorney- and CPA-annotated documents, and deterministic calculation engines to deliver outputs and recommended actions that are consistent, interpretable, and aligned with fiduciary standards. Additional agents will be introduced this year to expand capabilities across the planning lifecycle.
This progress reflects a broader shift in how AI supports advisors – from insight to execution. Aster Intelligence has evolved through distinct phases: first as a thought partner, helping advisers interpret property documents; Then as an assistant, capable of running complex tax and estate analyses. With this release, it reaches level 3 – Working as a teammate who can research, analyze, and generate client-ready deliverables within a single workflow.