Five-minute meeting prep, proactive advice, and proposals in half a day
An AI platform for relationship managers and wealth advisors that collapses meeting prep from forty-five minutes to five, turns reactive service into proactive advice, and cuts proposal turnaround from days to half a day. It consolidates portfolio, market and CRM data through a no-hallucination retrieval engine, surfaces the next best conversation for every client, and generates client-ready proposals automatically.
AI for Wealth Advisors — in the browser
What AI for Wealth Advisors does
Advisor copilot
A natural-language copilot that consolidates eight-plus data sources — portfolio, holdings, market data, CRM history — through a retrieval-augmented engine that only answers from real, grounded facts, giving advisors instant, client-specific talking points before every meeting.
Proactive insight alerts
Automated news, market-event and behavioural insights matched to each client's holdings — so the advisor calls the client before the client calls them, with a concrete reason to reach out and a balanced-outreach engine that prioritises clients not contacted recently.
Tax-efficiency & harvesting
Systematic identification of tax-loss-harvesting and gain-optimisation opportunities across the book, flagging which clients need action before deadlines rather than discovering it too late.
AI proposal generator
Client-ready proposals generated from a standardised, compliant template engine — collapsing proposal turnaround from around four days to half a day while keeping output consistent and on-brand.
Advisor & team dashboards
Smart dashboards showing portfolio and stock exposure, relationship health and outreach frequency for advisors, with a team-lead view that surfaces coverage gaps and at-risk relationships across the desk.
From start to value in 4 steps
Unify the data
Portfolio, market and CRM data consolidate through a retrieval engine grounded in real facts — no hallucinated numbers.
Prep in minutes
The copilot produces client-specific talking points, opportunities and risks for every upcoming meeting in seconds.
Act proactively
News, event and tax alerts matched to each client's holdings prompt the advisor to reach out first, with balanced coverage.
Propose in half a day
Compliant, client-ready proposals generate automatically from the template engine, ready to review and send.
Built on proven enterprise tech
Data sources
Intelligence
Productivity
Platform
"Our relationship managers now walk into meetings prepared in five minutes instead of an hour, and proposals that took four days go out the same day. The proactive alerts alone changed how often advisors talk to their clients."— Head of Wealth, Private Wealth Manager
Deploy how you need it
AI for Wealth Advisors — Ready to Deploy
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