Tax intelligence that scales with your firm
Raise the bar on tax planning for your entire team, without adding headcount, compliance exposure, or complexity.
Consider taking advantage of today's 22% rate before RMDs begin.
Offer more proactive tax planning
Impress prospects and new clients
Once an advisor has a tax return, they can add value immediately. Worthy presents the big picture and streamlines analysis.
Brush up before client calls
Worthy gets advisors up to speed on client tax situations in minutes, so it's easy to be informed and insightful.
Stay in front of tax laws
When laws change, Worthy can analyze your whole book to prioritize clients for outreach. Then it helps model updated strategies.
Turn tax season into a planning opportunity
Worthy empowers advisors to take an active role during tax season, instead of reacting to surprises after the fact.
Chosen by one of America’s largest networks of financial advisors
“Worthy’s AI is like an Iron Man suit for financial planners.”
“Worthy is going to be a game changer for my business… I love how polished, professional, and clear the answers are.”
“I love having the ability to fine tune numbers from the tax planning side and the life planning side to see if it makes sense from both angles.”
Deeper tax analysis for every advisor
Worthy helps your entire team do more with their expertise — from assessing opportunities to turning ideas into client-ready deliverables.
- Cross-book intelligence. Ask Worthy which clients are affected by a tax law change, an IRMAA threshold, or an equity comp vesting event. Opportunities surface at scale, not one client at a time.
- Consistent, defensible output. Worthy is accurate, it follows rigorous compliance guardrails, and it shows its work. Answers are easy to double-check and add to client-ready reports.
- Zero onboarding friction. There's no implementation and no training time. Worthy's intuitive interface lets advisors be productive from the moment they upload a tax return.
- From insight to deliverable, instantly. Worthy's report builder turns any analysis into a polished client-ready PDF in one click. It empowers advisors to make every client feel like the most important.
Purpose-built to help large teams collaborate securely
Worthy supports distinct roles and siloed access. That means advisors focus on analysis, internal experts can see what they need to, and compliance teams have the oversight they require.
Analysis + client strategy
- Full native-AI tax analysis
- Scenario modeling and chat
- Report generation
- Access limited to their own book
Document + data management
- Upload tax documents and client profiles
- Look up client details
- No access to analysis tools or cross-book data
- Ideal for ops and client service teams
Oversight + review
- Full audit trail access
- Review flagged interactions
- Monitor guardrail activity
- Certifications and reporting for regulatory review
Configuration + control
- Manage users and permissions
- Siloed advisor book access
- Firm-level usage reporting
- Billing and provisioning
Siloed by design. To limit risk and protect privacy, individual advisors and client services can only see their own clients. Internal experts (like financial planning specialists) can only see clients after an invitation from their advisor.
Customizable to fit any firm's needs
From developing firm-specific roles to API integrations, we'll build Worthy to meet your firm's standards and simplify complex workflows.
Designed alongside CCOs to give clients maximum protection
Worthy's native-AI platform was built around firms' duties to clients. From platform architecture to fiduciary guardrails to auditability, compliance is at the heart of what we do.
Security infrastructure
- AES-256 encryption at rest and in transit
- SOC 2® Type 1 completed; Type 2 observation underway
- Role-based access controls with 2FA for all internal systems
- Each client's data is isolated
- Comprehensive audit trails for all platform activity
- Regular third-party penetration testing
- GDPR and applicable privacy law compliant
Fiduciary guardrails
- All AI outputs include compliant hedge language and disclaimers
- Built-in blocks on lines of questioning that conflict with client interests
- Traceable reasoning — every answer cites relevant tax code and math
- Scope-of-practice limits keep advisors in their lane
- Stress-tested by wealth managers with $1T+ in AUM
Calculation accuracy
- Purpose-built tax calculators for common scenarios (like Roth and equity comp)
- AI selected for best-in-class mathematical reasoning performance
- Sandboxed accuracy checks on complex multi-variable calculations
Let's level up your tax planning
See inside Worthy, discuss a pilot, or learn more about anything from customizations to compliance practices.
[1] Source: GEG Insights, via Advisorpedia.
[2] Source: Vanguard and Russell research on advisor performance show annual tax alpha well over 1%.
[3] Source: Datos Insights.