INVESTMENT OPPORTUNITY INTELLIGENCE

The opportunity is already in the paperwork.

Your clients' tax returns and source documents tell a bigger financial story. WealthDetect helps your team find the signals, trace the evidence, and know which conversations are worth having.

Try 25 returns free See how it works

Runs on your own computersSource-linked evidenceNo credit card for the trial

Opportunity review

Example households · illustrative data

ScoreHouseholdSignals identified

94Avery & Morgan R.Outside brokerage accountCash on depositLarge realized gains

87Cameron L.In-service rollover windowApproaching retirement

79Taylor & Riley S.Business owner with K-1No retirement saving found

71Jordan K.Cash on depositSizable dividends

4 households · sample illustrationReview evidence →

Evidence found · Sample 1099-INT

$18,420 interest

Source identifiedPotential cash signal

Illustrative interface · fictional names and figures

⌁

See signals you might missFind possibilities across source documents.

◎

Know why it was flaggedReview the evidence before reaching out.

↗

Make the next conversation countOrganize follow-up around opportunity.

A better way to review

Less digging. More discovering.

WealthDetect is designed around the work you already do—not a new pile of spreadsheets or a second tax-preparation workflow.

Bring in the documents

Start with the tax returns, 1099s, W-2s, K-1s, and other source files your team already has.

Connect the financial clues

Opportunity rules flag possible outside assets, cash, retirement-plan activity, and life changes.

Review before you act

See why the signal appeared, check its source, and decide which clients warrant follow-up.

See the complete workflow

What it finds

More than numbers on a return.

An interest statement might suggest substantial cash. A Form 1099-R may signal a rollover. A K-1 could lead to a conversation about retirement planning for an owner.

These aren't automatic recommendations. They're starting points for informed, human conversations.

Explore opportunity types

Retirement transitions

Rollovers, distributions, milestones.

Outside investments

Brokerage activity and dividends.

Cash signals

Interest and deposit indicators.

Business owners

K-1 activity and planning gaps.

Confidence comes from context

Every good lead should come with a good reason.

WealthDetect is built to connect findings to source documents, label uncertain evidence, and keep judgment in the hands of your team. Not every signal is an opportunity—and that's exactly why review matters.

See the evidence workflow

Try it on your own clients

Discover what your files may reveal.

Run 25 real returns free. No credit card, no countdown clock.

Start free trial Request a demo