Zephyr’s Adjusted for Risk: Stop Using Generic Marketing – Do This Instead<\/a><\/p>\n\u201cWe\u2019re one of the first major tax planning solutions born after the introduction of large language models,\u201d he said. \u201cEster has created over 100,000 estate plans and read and evaluated over 150,000 planning docs and counting. But she\u2019s not training on these documents in the traditional AI sense; they aren\u2019t just being added to a database to be drawn from but leveraged in an anonymous way to expose Ester to different types of plans.\u201d<\/p>\n
Despite all this talk of unifying planning disciplines, access to the estate and tax planning tools on the platform is available for separate purchase (the unsubscribed half remains on the platform but can\u2019t be accessed). And, interestingly, the pricing models are slightly different for each. The existing estate planning offerings will continue to operate on an annual subscription model, with the core package costing roughly $5,000 a year and the upgraded family office package costing $7,500. Access to the tax planning tools, however, will be on a household pricing model with volume-based discounts. For example, an 80-household package would run roughly $1,785 annually.<\/p>\n
\u201cYou can use either to best fit your practice, but we view them as compound products, which strengthen each other when used in tandem,\u201d Lohrfink said.<\/p>\n
Related:Zephyr’s Adjusted for Risk: Beat Direct-to-Consumer Technology: The Advisor\u2019s Edge<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Estate planning tech platform Wealth.com recently announced the launch of a major expansion to its offerings\u2014Wealth.com Tax Planning\u2014which…\n","protected":false},"author":2,"featured_media":543879,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-543878","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/543878","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=543878"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/543878\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/543879"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=543878"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=543878"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=543878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}