Overview
Compliant AI Assistant that transforms Meeting Note-taking, Coaching, and Workflows. Financial advisors service up to 30% more clients and save 10+ hours per week. End-to-end meeting automation: pre-meeting prep, AI summaries, CRM sync, email drafts, and behavioral coaching powered by Shaping Wealth research.
Key Features
- Pre-Meeting Prep
- AI Meeting Summaries
- CRM Sync
- Email Drafts
- Behavioral Coaching
- Compliance-First Design
Integrations
CRM (Redtail, Wealthbox, Salesforce)Video ConferencingEmailCalendarPlanning Software
Details
- Platforms
- Web
- Target Users
- RIAs, Financial Advisors, Wealth Managers
- Pricing Model
- Subscription
- Full Pricing Details
- Contact for pricing
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