Try Blueprint Wealth AI on a demo household.
Five clickable stops. No login, no signup. Every screen behaves like the real platform — using a pre-loaded sample client, the Smith family.
Model the Smiths' Roth conversion in real time.
Drag the sliders. Watch the Tax Liability Grade™, lifetime tax, and legacy impact recalculate live — exactly what happens when you run a real household.
Convert $630k of $1.8M tax-deferred
Spread bracket-by-bracket across pre-RMD years
Demo data only. Real households pull directly from statements or manual entry.
Open the reports your clients actually take home.
Six deliverables generated from the Smiths' numbers. Click any tab — the mock is the report.
Executive Summary
The Smith household is sitting on a significant deferred tax liability concentrated in traditional IRAs. Without action, projected lifetime tax approaches $1.54M with material RMD and IRMAA exposure beginning at age 73. A staged Roth conversion strategy over the next 7 years captures the 22% and 24% brackets while preserving optionality on Medicare surcharges and legacy transfer.
Begin 35% staged Roth conversion, years 2026–2032.
Your practice, in one command center.
Click the tabs. Everything you'd manage after a client meeting — pipeline, clients, appointments — in one place.
Reports run · last 12 weeks
Sandbox dataRecent activity
- Smith Family · Executive Summary generated
- Chen Household · Strategy review booked
- Rodriguez · Legacy Report opened by client
- Patel Family · added to pipeline (Discovery)
The client-facing view for the meeting.
Full-screen, big-type, no clutter. Click through the deck the advisor runs live in the room or on Zoom.
Meet the Smith Family
Your Personalized Strategy Session.
You've just experienced Blueprint Wealth AI™. Now let's show you how this fits your practice.
During your private strategy session we'll cover
- Live platform walkthrough
- White-label branding
- Your client acquisition strategy
- ROI calculator
- Team implementation roadmap
- Q&A with Charlotte Enriquez
Pick your time on the next screen · 30 minutes · No obligation