AI-Powered Intelligence for Wealth Management Professionals
Built for US wealth management professionals. Automate tax research, analyze portfolios instantly, and streamline client workflows — so you can focus on what matters most: your clients.
Our Products
Three tools. One platform. Infinite leverage.
Purpose-built AI tools that understand the nuances of wealth management — from tax codes to client communication.
TaxIQ
AI Tax Research Assistant
Instantly research tax codes, rulings, and strategies across federal and state jurisdictions. Get AI-powered answers with cited sources — in seconds, not hours.
- Multi-jurisdiction tax code search
- AI-generated strategy summaries
- Cited sources with direct links
- Real-time regulatory updates
PortfolioIQ
AI Portfolio Analysis
Analyze client portfolios with institutional-grade AI. Identify risk concentrations, tax-loss harvesting opportunities, and rebalancing recommendations in real time.
- Real-time risk analysis
- Tax-loss harvesting detection
- Automated rebalancing suggestions
- Performance attribution reports
ClientIQ
Automated Client Workflows
Automate onboarding, reviews, and reporting workflows. Deliver a white-glove client experience at scale — with AI handling the busy work.
- Automated onboarding sequences
- Scheduled review prep & reports
- Client communication templates
- Compliance-ready audit trails
Pricing
Simple, transparent pricing
Built for US wealth management professionals. Start with a 14-day free trial. No credit card required.
Starter
Perfect for solo advisors getting started with AI tools.
- 1 user
- TaxIQ — basic research
- PortfolioIQ — 50 analyses/mo
- ClientIQ — 25 workflows/mo
- Email support
- Standard reporting
Professional
For growing teams that need full access to all features.
- Up to 5 users
- TaxIQ — unlimited research
- PortfolioIQ — unlimited analyses
- ClientIQ — unlimited workflows
- Priority email & chat support
- Advanced analytics & reporting
- Custom branding
Enterprise
For large firms needing unlimited scale and dedicated support.
- Unlimited users
- All Professional features
- Priority phone support
- Custom integrations & API
- Dedicated account manager
- SSO & advanced security
- Custom training & onboarding
Testimonials
Trusted by leading advisory firms
See how wealth management professionals are transforming their practices with WealthIQ.
“TaxIQ cut our tax research time by 80%. What used to take a full day now takes under an hour. It's become indispensable for our practice.”
Sarah Chen, CFP®
Managing Partner, Meridian Wealth Advisors
“PortfolioIQ caught a risk concentration in a client portfolio that we completely missed. It paid for itself in the first week.”
Michael Torres, CFA
Senior Financial Advisor, Summit Capital Group
“ClientIQ automated our entire onboarding process. New clients are amazed at how smooth and professional everything is. We've doubled our capacity without adding staff.”
Jennifer Park, ChFC®
Founder & CEO, Evergreen Financial Planning