01
AI That Handles the Admin-So You Can Focus on Your Clients.
02
Automate file notes, follow-ups, and compliance while delivering superior advice at scale.
03
Stay compliant and let AI handle the tedious tasks your agents hate.
Never Fall Behind
With hundreds of clients needing attention, manually managing tasks for your agents and clients is unsustainable. Transform client relationship management with automated reminders and follow-ups ensuring every internal and external action is completed on time, every time.
Meeting Assist
Our AI listens to your client meetings and automatically generates comprehensive, compliant, and well-structured file notes within minutes-enabling accurate, high-quality advice every time. Free your advisors to focus on relationship-building and strategic guidance.
Quality Assurance That Protects Your Clients and Your Practice - the Oversight Gap
Without systematic quality control, it’s impossible to ensure quality of client advice, balanced portfolios, appropriate risk levels, and alignment with firm directives across all client accounts.
Benefits
Comprehensive oversight tools for founders and directors to maintain quality at scale
Automated quality reports aggregating recommendations by advisor and investment type
Proactive alerts when recommendations deviate from founder directives or best practices
Portfolio balance monitoring to prevent overexposure to specific investment classes