WEALTHABILITY
Scaling Financial Health with a Shift to Digital Sales and Automation
- Full Lifecycle Software Development
- Cloud Application Services
- Product Strategy & Innovation
- UI/UX & Customer Experience
- Managed Application Services
HATCHWORKS TEAM
Product Strategists, UX/UI Designers, Software Engineers, QA Engineers, Data Experts
Overview
WealthAbility is a financial education and tax strategy firm founded by Tom Wheelwright, a leading expert in tax reduction and wealth-building strategies. The organization provides business owners, CPAs, and individuals with comprehensive financial tools, training, and expert guidance to help them minimize taxes and accelerate financial growth. By connecting clients with a network of tax professionals and wealth management systems, WealthAbility enables smarter financial decisions and long-term wealth sustainability.
The Challenge
WealthAbility relied on manual processes for tax and wealth projections, requiring sales teams to input complex financial data into spreadsheets. This inefficient system led to human errors, inaccurate projections, and inconsistencies in financial reports—causing client frustration and refund requests. Additionally, a lack of automation slowed lead qualification, prolonged sales cycles, and made onboarding new hires time-consuming.
To scale its business and restore customer trust, WealthAbility needed a digital solution to improve automation, enforce reporting best practices, and enhance overall accuracy in wealth projections.
the process
HatchWorks partnered with WealthAbility to develop the Prospect Conversion Tool (PCT)—a cloud-based web application designed to streamline sales operations, improve accuracy, and create scalable, repeatable workflows.
- Automated tax and wealth projection calculations
- Modular, feature-rich workflows for compliance and best practices
- Custom reporting tools for tax advisors, CPAs, and clients
- AWS cloud integration for fault-tolerant hosting & automation
The Outcome
The PCT transformed WealthAbility’s sales process by eliminating manual errors, reducing operational inefficiencies, and aligning financial reports with regulatory compliance. The solution also enabled the sales team to generate accurate, real-time wealth projections, strengthening client confidence.
By integrating CloudFormation and AWS CloudFront, the platform enhanced automation, optimized resource allocation, and cut operational costs while ensuring a smooth communication flow between sales teams and CPAs.
- Increased efficiency through automated calculations and workflows
- Improved sales performance with accurate wealth projections
- Reduced client complaints & refunds by enhancing report credibility
- Faster onboarding & training for new sales associates
About WealthAbility
WealthAbility, founded by tax and wealth expert Tom Wheelwright, is a financial education and tax strategy firm that connects business owners, CPAs, and individuals with systems designed to reduce taxes and build long-term wealth. The organization offers comprehensive wealth management training, financial tools, and expert guidance to help clients accelerate their financial growth.
