Your Key to Success
Unlocking Rapid Growth for RIAs
AI Copilot
That Puts Your Wealth Firm on Growth Mode
Free yourself from the tasks such as finding and filling out forms manually, managing custodian alerts, scheduling meetings, creating tasks from meeting notes etc.
ClientMEET
AI Powered Copilot
Scheduling Client Review Meetings
Based on your preferences, ClientMeet will always keep an eye on your CRM and spot Clients who are due for a review meeting. ClientMeet prompts you for your approval to send the client an invite to schedule a client review meeting on your behalf via your favorite scheduling app such as Calendly
Drafting Meeting Agenda
It is no secret that when the Advisor and Client are prepared, the meeting become highly productive. ClientMeet can prepare a draft Meeting Agenda by aggregating data from your previous meeting notes, portfolio performance, life events, etc. and help you to share it with clients so that they are better prepared for the meeting.
Meeting Review Checklist
ClientMeet guides you through a checklist of items that your firm can configure from our templates, so that the advisor can cover every aspect that they are supposed to cover, thereby enhancing the compliance posture of the firm.
Triggering Workflows in CRM
ClientMeet enables advisors to capture meeting notes in natural language, and extract relevant action items from the notes. Our wealth assistant also triggers the appropriate workflows in the CRM based on the extracted follow-up actions.
ClientIQ
AI Powered Copilot
Effortless Access to Client Insights from CRM
Client insights are now at your fingertips. ClientIQ effortlessly retrieves insights from the CRM, based on advisor-client communications such as emails, call logs, and meeting notes. It enables advisors to prepare meeting agendas and offer more personalized advice efficiently.
Presenting Insightful Dashboard
Provides a tailored client summary and resources to help advisors plan more effectively before meetings. Our AI wealth assistant highlights key opportunities and risks, offering a clear, concise client overview for deeper insights and better decision-making.
Deep Personalization
Delivering highly customized advice by analyzing a client's entire financial journey—personal history, communication patterns, risk tolerance, preferences, and life events. Advisors can provide recommendations that resonate on both a financial and emotional level.
Advanced Search Capability
ClientIQ dives deep into vast amounts of information, retrieving every detail about a client based on a search query. It allows advisors to access insights from entire households with just a single click, streamlining the process and providing a comprehensive view.
ClientCare
AI Powered Copilot
Account Opening
Manage key routine operations such as Digital Account Opening from a single app, leveraging the ease of conversations and convenience of automation. Send information to Custodians, with data pre-filled from CRM by the AI assistant.
Address Changes
With integrations to custodial APIs, AMY can help you change the addresses of clients in one single operation, guided by the Digital Assistant. No need to log in to different portals to change addresses.
Checking Alerts and Statuses
Check the status of operations and receive customized alerts from downstream financial institutions at one place, prioritized and personalized according to your preferences.