What if your practice could
grow your book faster
starting today?
A custom AI agent that automates client reporting, tracks compliance, nurtures prospects, and preps every meeting. 24/7, on your own machine, with client data that never leaves your office.
SOC 2
aligned architecture
24/7
ops running for you
1–3 days
to go live
Free · Delivered to your inbox in minutes · No sales call required
55% of advisors say client acquisition is their biggest challenge.
Not because demand is shrinking, it's growing. But when every hour goes to compliance, reporting, and meeting prep, there's no time left to grow. Your AI agent gives you that time back.
A day in the life
What your agent handles
Institutional ops. Boutique cost structure.
Every client gets white-glove service.
Your agent handles the operations. You handle the relationships that grow your book.
Client reporting
Portfolio summaries, quarterly review decks, and performance reports, auto-generated from your custodian data. Zero manual hours.
Compliance tracking
SEC, FINRA, and state filing deadlines monitored. Documentation organized. Audit evidence tracked. Nothing slips.
Prospect research
HNW prospect profiles built automatically. Trigger events surfaced. Personalized outreach drafted, ready when you are.
Client nurture
Birthday notes, market updates, check-in emails, referral prompts, sent automatically. Every relationship stays warm.
Meeting prep
Account history, recent activity, news mentions, and talking points pulled before every client call. Walk in prepared.
Market intelligence
Daily market summaries, sector updates, and relevant news, curated for your clients and your strategy. Not noise. Signal.
Content & social
Market commentary turned into LinkedIn posts. Educational content drafted. Your thought leadership grows while you advise.
Institutional service, solo cost
The service level of a 50-person RIA, meeting prep, reporting, compliance, nurture, delivered by one advisor and one agent.
The ROI
Cut overhead. Grow AUM. Starting week one.
Most advisors see ROI in the first week, by reclaiming hours lost to admin and converting prospects that were going cold.
Cut Overhead
Stop paying for ops your agent can own
- Compliance support (outsourced)$73K–$94K/yr
- Client service associate$45K–$65K/yr
- Marketing / content contractor$24K–$48K/yr
- CRM & reporting tools$6K–$24K/yr
- Meeting prep & follow-up time10–15 hrs/week
Grow AUM
Win the clients your competitors are neglecting
- ↑Every prospect nurtured automatically, no one goes cold
- ↑Quarterly reviews prepped overnight, not the night before
- ↑Client touchpoints that earn referrals, on autopilot
- ↑Market commentary published as thought leadership, consistently
- ↑More time for HNW relationships, less time on operations
Client data never leaves your office. Period.
Every other AI tool sends your client portfolios, account details, and financial data to their cloud. That's a fiduciary risk you can't take.
Your AI agent runs entirely on your own machine. No third-party cloud. No data sharing. SOC 2-aligned infrastructure. Your clients' financial information stays exactly where it should, in your office, under your control.
“The ROI was immediate. Within a week our agent was handling research, follow-up, and briefing prep that used to take our team hours.”
Rory Holland
CEO, CSTMR Agency · Austin, TX
How it works
Live in 1–3 days. Seriously.
Tell us about your practice
Fill out the form below, takes 2 minutes. Tell us your AUM, your tools, and where admin is costing you the most.
Get your free blueprint
We automatically generate a custom plan showing exactly what your agent would do, delivered to your inbox within minutes.
We handle the setup
Schedule your install. We configure everything on your infrastructure, connect your tools, and train your agent on your practice. You're live in 1–3 days.
Get started
Get Your Free Finance Blueprint
Tell us about your practice. We'll build a custom plan showing exactly how your agent would work, delivered to your inbox in minutes, completely free.
Have questions first?
No pressure. Book a free 15-minute call and we'll walk you through how it works for your practice.
Book a 30-Min Call →