Product Announcements | wealth.com

2024 was groundbreaking for wealth.com—see what’s ahead in 2025.

Product Announcements

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Product & Company Announcements

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Looking back at wealth.com's accomplishments in 2024, including multiple industry awards, product releases such as Family Office Suite and what the company is focused on in 2025.

Reflection & Momentum: 2024 in Review and What’s Ahead for 2025

Wealth.com product update for December 2024, including Ester™ AI Executive Summaries, Task Center project management and more

Ester™ AI Executive Summaries, Task Center Collaboration & More: What’s New at wealth.com, December 2024

Wealth.com announcement about Ester™ updates including one-page Executive Summaries

New to Ester™ AI Estate Extraction: Executive Summaries & Expansion to Irrevocable Trusts

Wealth.com product updates for October 2024 including bulk asset upload via spreadsheet, Orion and Addepar integrations, Entity Structure Flowchart and more

What’s New at wealth.com, October 2024

Product updates at wealth.com for September 2024

What's New at wealth.com - September 2024

What's New at wealth.com - July 2024

Wealth.com Announces Family Office Suite™: Cutting-edge estate management for highly complex estates

Wealth.com Product and Feature Updates for May 2024

What's new at wealth.com - May 2024

What's New at wealth.com - April 2024

What’s New at wealth.com - March 2024

Announcing Sub-Trusts for Joint Revocable Trusts Now Available

Salesforce Integration Now Available on wealth.com

2023 Year in Review

What’s New at wealth.com - December 2023

What’s New at wealth.com - November 2023

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