What Worthy is and the problem it solves

Worthy is an AI-native tax planning platform that helps financial advisors amplify their expertise — answering complex questions on the fly, delivering plans that go beyond templates, and spotting opportunities across an entire client book.

The challenge with traditional tax planning

Most advisors know taxes, but the work of reviewing tax forms, modeling strategies, and building client-ready reports can be a real burden — especially with complex or unfamiliar situations. Traditional tools add to the friction: advisors are forced to jump between 1040s, K-1s, Excel, email, and the IRS website, learning rigid workflows and filling in predefined fields to get a pre-packaged output.

How Worthy is different

Worthy replaces that workflow with a single, conversational experience. Once clients' documents are uploaded, all the information you need is either on the screen or one chat question away — no setup, no navigation, no configuration.

Worthy remembers every tax document and every detail, and delivers real value from the first login:

• Cross-book intelligence: Ask which clients are affected by a tax law change, who are RMD candidates, or who would benefit most from a Roth conversion — and get an instant, informed answer across your entire book

• Models that break the mold: Handle table-stakes scenarios like Roth conversions and equity comp decisions, plus smart projections for any unique situation — modeled in real time as your thinking evolves

• Always-on report builder: One click adds anything you see in Worthy to a client-ready report, so your ideas become deliverables instantly

• Compliance built in: Worthy was built with CCOs in mind, with compliant language and fiduciary guardrails that have been stress-tested by top asset managers

For a closer look, sign up for a demo at https://withworthy.com/contact or reach out at hello@withworthy.com.