The problem
Client tax returns sit unread in document folders, so opportunities like Roth conversions or charitable giving strategies surface late or not at all.
What changes
- Tax opportunities spotted across the whole book
- Households ranked by likely benefit
- Draft outreach ready for advisor approval
Full specification
The complete specification for Tax Planning Insight Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation