AI sales platform for wealth advisors

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Drive a collaborative and efficient proposal with your prospective clients.

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
  • Direct Data Feeds
  • GenAI Statement Parsing
  • Securities Classification
  • Data Download and Porting
  • Prospect Insights
  • Target Allocations
  • Top Drivers of Risk
  • Tax Efficient Implementation
  • Fee Comparison
  • Custom Capital Market Assumptions
  • Additional users $200 /month/user

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