Welcome to our monthly roundup of new features and product updates. From a smarter underlying AI model to new client privacy controls, here's what we've shipped since our last update.
We're constantly working to make Worthy smarter, more accurate, and more flexible — and getting input from hundreds of financial advisors in the process. With that said, every advisor faces unique opportunities and challenges. If there's a feature you'd like to see, or something we could improve, please let us know: hello@withworthy.com.
A smarter underlying AI model
We've upgraded Worthy to run on a smarter underlying AI model that meets enterprise security standards. In practice, that means faster responses and improved accuracy on complex, multi-form scenarios. Upgrades like this are a normal part of how Worthy keeps improving — and this one is a meaningful step forward.
Keep sensitive clients private
Much of the time, advisors benefit from collaborating with each other, with customer service reps, or with in-house specialists. But when a client is someone like a public figure or an employee of the firm, you may need an extra layer of protection around that account.
You can now mark any client as private in Worthy. When a client is private, they're only visible to the advisor the client belongs to. No one else can see that client — not other advisors, not your customer service reps, and not firm admin accounts. Your own access to the client's data and insights is unchanged.
Marking a client private is simple: open the client, click Actions in the upper right corner, and select Make Private. While a client is private, the Share action is disabled. You can reverse this anytime by clicking Actions and then Make Visible.
Reminder: you can share clients with your colleagues
When you do want to collaborate, you can share any of your clients with any other advisor in your firm using our Share feature. When you share a client with a colleague, you both gain the ability to ask Worthy questions about that client, run tools like Roth Conversions, understand equity compensation documents, and build reports.
To share a client, just click the Actions button, hit Share, and find your colleague from the list. Be sure to give them Edit permissions if you want them to be able to take actions — otherwise they'll have view-only access.
Thanks again for giving us the opportunity to build the best and smartest tax planning platform for professionals like you. The best way to see all this is to log in and use Worthy — or start a free trial. There's no setup, so you'll be up and running in minutes.
If you need inspiration, check out recommended Worthy best practices, or some of the top queries for improving tax planning.
If you have questions or want to learn more about a new feature, please reach out. We'd be excited to show you what's possible: hello@withworthy.com.