— WE ENABLE
Financial Advice.
Easier, faster, smarter.
In the data-rich world of Financial Advice, actionable insights are rare — we bridge the gap by combining the latest advances in AI and with winning recipes from Tier 1 Wealth Managers.
Unique client insights, operational efficiencies, enabling Financial Advisers to compliantly deliver high-touch, personalized service across all wealth bands:
- Where should I focus my time today?
- Which clients need immediate attention?
- How can I personalize my outreach effectively?
- What key insights do I need for my next client meeting?
- Are there any clients or assets at risk?
- How can I automate routine tasks efficiently?
— OUR PLATFORM
AI Platform for Wealth.
Our platform abstracts capabilities that help advisers optimize client interactions, streamline administrative tasks, and elevate service quality.
Harness the power of existing data take action and ensure your advisers are always prepared to deliver their best.
Today, Large Language Models (LLMs) and their applications often fall short of Financial Institutions’ (FIs) expectations, mainly addressing lower-value use cases. However, we believe there’s a significant opportunity to elevate their quality and scope—from automating basic tasks akin to an ‘army of interns’ summarizing expense policies to scaling the expertise of seasoned professionals for high-order, revenue-generating use cases.
This, is why we built our AI for Wealth platform, making AI actually useful for Wealth. A highly specialized task-solving engine built around LLMs, complete with stringent compliance guardrails. It combines the latest AI advancements with codified, winning strategies from top Wealth Managers, accessible via API.
Daily Morning Briefing
Get your daily morning briefing email preparing you for your day ahead- from client meetings to any other tasks.
Client Meeting Notetaking
Advisor-focused note-taking, insight gathering, and follow-up support for client meetings – whether conducted online through your current video conferencing tools or offline.
Next Best Action
Bring transparency to what is your next highest impact action today.
Advisor-specific GenAI Assistant
Improve your efficiency by supercharging the latest GenAI products with right client context, Financial Advisory best practices and much more.
At-scale Personalization
Personalize your content and sales-approach based on codified culture-context sensitive expert experience, and psychographic client profile
Psychographic Client Profile
Use your client interactions incl. client meetings and email (coming soon) to maintain an up-to-date and continuously evolving client profile.
— OUR PRODUCT
Your practice - on Auto pilot.
Save time, serve better with the Assistant RM you always wished for. Experience AI that actually works for you, and your practice with our ‘AYT for Independent Financial Advisors’ web app.
Our app for Independent Financial Advisers delivers actionable client insights and execution support precisely when needed. We combine advanced AI, financial advisory expertise, deterministic logic, and essential tools like Client Service Calendars and life-event tracking. This allows advisers to offer high-touch, white-glove service to a broader client base, boosting satisfaction and revenue.
Enhance efficiency and scale your client and prospect relationships effortlessly. We integrate seamlessly with your existing tools and feature an easy user-friendly design.
Automated Client Insights
Gain real-time, actionable insights tailored to each client. Stay ahead with data-driven recommendations and timely updates.
Learn MoreSeamless Execution Support
Execute tasks effortlessly with on-demand support, from meeting prep to follow-ups. Focus on what matters most—your clients.
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Always Be Prepared
Get comprehensive briefings on client history and key talking points. Make every interaction impactful and relevant.
Personalized Communication
Automate thoughtful, personalized messages for birthdays and life events. Strengthen client relationships with timely engagements.
Learn MoreAutomating Routine Tasks
Streamline routine tasks with AI-driven automation. From personalized birthday & seasons greetings, over client<>thematic product affinity to compiling vesting schedules from several sources.
Learn MoreFocus on What Matters
Free up your time by automating repetitive tasks. Dedicate more time to strategic activities that enhance client satisfaction and growth.
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— OUR PARTNERS
Partnered with innovative leaders globally...
...and playing well with your existing solutions
Our platform seamlessly integrates with the tools you already use and offers customization options to meet your practice’s specific integration needs.
