An AI agent for financial advisors.
Your agent runs client prep, drafts review packs, watches portfolio drift, and handles annual review logistics — encoded with your practice.
Advisory is the long-term relationship with many households. The agent carries the memory and the prep so the advisor carries the relationship.
The day it replaces: Preparing for 8 client reviews a week, tracking drift across 200 households, drafting review packs that take two hours each, remembering every family detail across a decade.
Client review prep
Pulls portfolio performance, life events, goals status, and tax-loss harvesting opportunities. Drafts the review pack in your format.
Portfolio drift monitor
Watches every household's allocation vs. policy. Surfaces rebalances and flags when discretion is triggered.
Planning update generator
Annual plan refresh pulled from client life events, account values, and new tax facts. Drafted and ready for review.
Meeting notes + follow-up
Transcribes review meetings, captures commitments, drafts the follow-up email and next-step agenda.
Referral nurture agent
Tracks centers of influence, drafts referral thank-yous and cadence — no more cold referral pipelines.
Your agent works inside the tools advisors already live in:
Things advisors ask before they try it.
Your AI agent, encoded to how you specifically work.
Encode your first workflow in a chat. See a working agent on your process in under an hour.