FOR ADVISORS
Give your clients a grounded Roth-conversion AI — under your name.
A compliance-friendly, source-grounded AI and calculators that educate clients on the widow's penalty, RMDs, the 10-year rule, and conversion break-evens — so meetings are about decisions, not definitions. Grounded (no hallucinated tax figures), shows its work, refuses to guess, and the disclaimers are baked in.
Your-branded AI + calculators
Your firm name, your color, your disclaimer — the same grounded engine underneath.
The grounded 2026 tax engine (MCP)
The verified widow/RMD/inherited-IRA/break-even math clients get from the book.
A lead funnel that pre-qualifies
Clients arrive already educated on the problem, ready for the conversion conversation.
REQUEST ACCESS