The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com
Advisors evaluating AI tools in the planning workflow get a vendor founder's account of where AI sits in estate and tax plan analysis. The guest's background is in building and selling a machine learning platform, which is relevant context for judging the product claims.
Summary
By the wealth tech & ai deskAn episode of WealthTech Today featuring Danny Lohrfink, co-founder and chief product officer of Wealth.com, an advanced planning platform for wealth management institutions focused on estate and tax planning. The conversation is framed around AI agents in estate and tax planning and the idea of keeping a human in the loop.
- The guest is co-founder and chief product officer of Wealth.com, described as an advanced planning platform for wealth management institutions covering estate and tax planning.
- The description states his co-founders previously built and sold a machine learning platform to LexisNexis.
- The episode title frames the discussion around AI agents and the human in the loop.
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