Productivity & AI Assistants
AI analyzes client data, auto-generates planning recommendations & tax strategies.
AI planning analysisTax strategy generationInsurance gap analysisClient-friendly reports+2 more
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Productivity & AI Assistants
15 Tools
AI writing assistants, meeting notes, workflow automation, and research tools
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15 toolsProductivity & AI Assistants
AI meeting assistant: transcripts, summaries, CRM auto-population.
Meeting recording & transcriptionAI summariesAction item extractionCRM auto-population+2 more
From $49/mo per advisor
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Secure generative AI for RIAs with built-in AI governance, risk & compliance.
Secure GPT for RIA use casesAI governance & compliance frameworkDocument analysis & summarizationClient communication assistance+4 more
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AI in Office: emails, docs, Excel analysis, PowerPoint, Outlook.
Email drafting in OutlookDocument summary in WordData analysis in ExcelPresentation creation in PowerPoint+2 more
$30/user/mo (add-on to M365)
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Secure team ChatGPT: custom GPTs, admin controls, data privacy, shared workspace.
Data privacy (no training)Admin consoleShared custom GPTsHigher message limits+2 more
$25-30/user/mo
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AI for CFPs: curriculum-aligned analysis, gap detection, plan generation.
CFP curriculum alignmentPlanning gap detectionAuto-generate recommendationsClient-ready plan output+2 more
From $199/mo per planner
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AI analyzes client data, recommends personalized next-best-actions.
Client data analysisNext-best-action recommendationsBehavioral finance insightsAutomated outreach timing+1 more
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AI platform for estate document analysis and wealth transfer planning
Estate Document StructuringOwnership Document AnalysisInsight GenerationClient Deliverables+1 more
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AI meeting assistant with note capture, follow-up automation, and meeting prep
AI Meeting NotesAutomated Follow-UpsMeeting PreparationCompliance Support+1 more
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AI event detection and market catalyst analysis for trading insights
Event DetectionMarket Catalyst AnalysisTrading SignalsAI Pattern Recognition+1 more
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Dedicated AI agent for advisors with book-wide visibility and automated analysis
Dedicated AI AgentBook-Wide VisibilityAutomated ReportsProduct Fact Sheets+2 more
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Custom model portfolios with AI-powered portfolio intelligence for advisors
Custom Model PortfoliosEvidence-Based StrategiesAI Portfolio IntelligenceResearch Library+2 more
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AI-powered portfolio intelligence and advisor workflow automation
AI Portfolio AnalyticsRisk AnalysisCustom IntelligenceAI Agents for Workflows+2 more
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AI platform for portfolio analysis, client reporting, and compliance automation
AI Portfolio AnalysisAutomated Client ReportingCompliance Workflow AutomationAsset Allocation Optimization+1 more
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AI operating system unifying data and automating wealth management workflows
Unified Data PlatformWorkflow AutomationPredictive AnalyticsClient Lifecycle Management+1 more
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