Enabling Life Goals
AI Copilot For
Financial Advisors
AI for Financial Advisor
Freedom to focus on relationship building
Free yourself from time consuming tasks such as finding and filling out forms manually, managing custodian alerts, scheduling meetings, creating tasks from meeting notes etc.
Feel empowered to delight your Advisors
Improve support metrics and CSAT scores with AI assisted prompts, Contextual knowledge, Next Best Actions and Task automation so that you can resolve cases efficiently.
AI in Wealth Management
Self-service Your wealth, your way
Copilot for Wealth Management
Understand your wealth better and perform a variety of actions yourself at your own convenience.
Know Your ROI
Recover your investment in the first year leveraging industry's best use cases packaged as easy to deploy modules
ROI for Advisor Copilot for Meetings
How many advisors does your RIA firm have?
For each meeting, the average time spent pre-meeting (Scheduling, Agenda creation)
For each meeting, the average time spent post-meeting (Notes, Case Creation, Client Communication)?
5
500
10
200
1
5
5
No. of meetings per month per advisor
1
