AI sales platform for wealth advisors

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Drive a collaborative and efficient proposal with your prospective clients.

Automate laborious data gathering

Leverage our GenAI automatic statement parsing and direct data feeds.

Demonstrate value

Produce clear analysis of allocation, risk, implementation plan, financial plan and more.

Accelerate conversion

Integrate with downstream systems and generate paperwork to facilitate client onboarding.

Garner insights

Utilize AI to learn more about your prospects and deliver tailored recommendations.

Speed up your workflow with institutional grade AI

Statement Parsing
Direct Data Feeds
Security Classification
Target Allocation
Drivers of Risk
Tax Efficient Implementation

Automate laborious data gathering

Be flexible to allow prospects to share information using their preferences

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Demonstrate value

Utilize automatically generated analytics to deliver aha moments

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Roadmap

Accelerate conversion

Grease the wheels on onboarding after a prospect commits.

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Garner insights

Scale with automation and AI through an institutional grade interface that allows you to understand prospective clients' needs and concerns.

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Pricing plans

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Professional
  • GenAI Document Parsing
  • Direct Data Feeds
  • Asset Classification
  • Custom Capital Market Assumptions
  • Data Download and Porting
  • Prospect Insights
  • Target Allocations
  • Top Drivers of Risk
  • Tax Efficient Implementation
  • Fee Comparison

$500
/month/user
Enterprise
  • Everything in Professional
  • Custom workflow integrations
  • Dedicated account management
  • Custom data retention policy
  • Custom SLA
  • Firms with over 100 users
Custom
/month/user