Elfworks Platform Update - June 2025

Platform Usage

We're thrilled to share that over 20 firms are now actively using the Elfworks platform! Last week alone, 85 advice pieces were drafted, pushing us past a significant milestone of over 1,000 advice pieces drafted on the platform. This growth is incredibly exciting, and we’re grateful for your continued support and engagement.

New Functionality

We’ve rolled out several exciting updates to enhance your experience:

• Upgraded AI Models: Both ChatGPT and Claude have been upgraded to their latest versions, 4.1 and 4.0, respectively, delivering improved performance and accuracy.

• Toolbox Launch: Our new Toolbox feature is live, with two tools deployed last week:

  • Simple Draft Trust Resolution Tool: Streamlines the creation of trust resolutions.

  • Intra-Group Transaction Tool: Simplifies managing transactions within groups.

• Enhanced Advice Validation: You can now compare advice outputs against Edit Private advice pieces, ensuring greater accuracy and control.

• AES 320 Compliance: To support compliance with APES 320, all advice, research, and tool outputs can now be tagged to specific users and clients, providing clear audit trails.

• Editable Outputs: You can now edit advice and tool outputs before exporting, allowing for personalized tweaks and refinements.

Get in Touch

Have questions or ideas for new functionality? We’d love to hear from you! Reach out to us at info@elfworks.ai.

Thank you for being part of the Elfworks community!