Wealth managers and RIAs

Help your advisers prepare for client reviews in minutes.

Modern systems and AI for advisory firms, with the adviser in charge.

For advisers

Get ready for a client review in minutes.

Ask about any client. Your firm’s AI reads the email, CRM and plan you already have, shows where every line came from, and flags what is out of date.

Every line linked to its source
Only the clients you serve
Nothing changes without your yes

Illustration: an adviser asks what has changed with a client household; the answer lists three changes, each with its source, and flags that the household’s plan is out of date.

Client assistantHartley household Inside your Microsoft 365

What’s changed with the Hartleys since the March review?

From 4 sources · 3 seconds

David now plans to retire in June 2027, a year earlier than planned. Email · 12 Aug

They are thinking of selling the Denver rental. Call note · 22 Sep

Their first grandchild is due in January. Meeting note · 3 Mar

Their plan still assumes retirement in 2028.

The planning tool has not been updated since David’s email.

Draft the plan update for my approvalOpen the email

Ask about the Hartleys…

Showing only households on Sarah Whitfield’s book

Illustration. Names and details are invented.

The review on Thursday

A long-standing client couple has a review on Thursday. On Tuesday, the adviser starts pulling it together. Holdings come from the custodian. Goals come from the planning tool. Notes come from the CRM and last year's emails.

It takes hours. Much of the adviser's week goes into gathering, not advising.

Our view

AI can help an adviser prepare. It should not give the advice.

How we help

The review pack is drawn from the records your firm already trusts. AI gathers and drafts. The adviser checks it, changes it and signs it off before the client sees it.

We design it so client data stays in your own systems wherever we can, rather than making new copies across tools.

What you get

More adviser time with clients
One plan across your CRM, custodian and planning tools
A clear owner at your firm for each vendor and system
An honest view of where AI helps, and where it does not

Already at work

Impact Investors / IIN: we set up the firm’s Microsoft security so its staff can use AI safely, with Copilot configured around the firm’s own knowledge.

Microsoft Cloud Solution Provider (CSP) partner

We build on Microsoft, Google Cloud, Anthropic Claude and OpenAI. The choice stays yours.

Next step

Tell us where the work gets stuck.

Tell us what you need to decide and what slows your people down. Please leave out client and account details.

Start a conversation