Compliance-aware drafting, CRM hygiene, quarterly review prep, prospect routing. The back-office work that wasn't in your CFP license.
Talk to us →"I spend Sunday evening prepping for Monday client meetings. That is a 60-year-old advisor's weekend."
Wealth and advisory practices live on client trust. Trust requires prep, follow-up, and proactive communication — the exact work that gets squeezed first when caseload grows. Most advisors max out at 80 active relationships. An AI workforce extends that ceiling without adding staff.
Reads each client's last meeting notes, portfolio updates, life events, and goal status. Builds the agenda and talking points. Drafts the personalized intro and follow-up.
Drafts client emails and marketing copy that flag for required disclosures, performance-claim language, and forward-looking-statement risk. Routes through your compliance review.
Logs every call, email, and meeting. Updates AUM changes, life events, contact details. Keeps Redtail / Wealthbox / Salesforce Financial Services Cloud actually current.
Inbound inquiries scored by suitability and asset level. Routed to the right advisor. Auto-drafted intro email with relevant case study. Sub-5-minute response on tier-A prospects.
Across RIA and wealth advisory deployments.
The agent does not give investment advice or make performance claims. It drafts client communications that you review and send. Communications archival meets FINRA / SEC retention requirements via integration with Smarsh / Global Relay.
Redtail, Wealthbox, Salesforce Financial Services Cloud, Practifi, Junxure. Plus integration with eMoney, MoneyGuide, Orion, Black Diamond for portfolio data.
Zero data retention API, encrypted at rest and in transit, SOC2 path. Client data stays in your tenant. No model training.
Yes — multi-tier review queue for broker-dealer-affiliated advisors. Communications route to your principal review before sending.
30-minute call. We diagnose your highest-leverage workflow in finance and tell you exactly what an agent would do about it.
Book the Call → All industries →The Future belongs to businesses that THNK BIGGER!