AI Built for
Financial Services
Your advisors spend more time on data entry and report assembly than on client relationships. Compliance documentation consumes hours weekly. We automate the operational burden so your team can focus on serving clients and growing AUM.
Problems We Solve for Financial Services
Hours of re-keying data
Advisors and staff spend hours weekly re-entering account data from custodian PDFs into CRM and planning tools.
Report assembly bottleneck
Compiling performance results, benchmarks, and fee breakdowns from disparate systems is extremely resource-intensive.
Compliance overhead
KYC, AML documentation, marketing material review, and audit trails require meticulous manual work.
5+ disconnected tools
Separate systems for CRM, planning, portfolio management, trading, and compliance create integration nightmares.
Systems We Connect With
Do not see your system? We integrate with most platforms that have an API. Ask us about yours.
Choose Your Financial Services Package
All packages include implementation, training, and support. Start with Essentials and upgrade as you see results.
Advisor Assist
- Automated client onboarding forms
- Meeting note AI (transcription + action items)
- 1 workflow automation
- Basic client report templates
- QuickBooks or Xero sync
- Email + chat support
Integrations
Practice Growth
- Everything in Advisor Assist
- AI client report generation
- Compliance document scanning
- 3 workflow automations
- Custodian data ingestion
- Wealthbox or Redtail CRM integration
- Monthly strategy call
Integrations
Enterprise RIA
- Everything in Practice Growth
- Predictive client insights (attrition & cross-sell)
- Custom compliance automation
- Unlimited automations
- Multi-custodian orchestration
- Dedicated account manager
- Quarterly business reviews
Integrations
Common Financial Services Questions
Not Sure Which Package?
Book a free 30-minute discovery call. We will discuss your financial services business, understand your tools and challenges, and recommend the right starting point.
Book a Free Discovery Call