For financial advisors who want to focus on clients, not software.
Every feature designed to save you time and help you build stronger relationships with your clients.
Automatically transcribe and summarize every client meeting. Extract action items, decisions, and key insights without lifting a finger.
Manage clients and households with AI-powered insights. Track relationships, preferences, and engagement automatically.
Send personalized Loom-style videos directly from your CRM. Build deeper connections with async video communication.
Sync with Google Calendar. Automated meeting prep with client context, talking points, and recent activity summaries.
Personalized email sequences that actually feel personal. Birthday campaigns, check-ins, and follow-ups on autopilot.
E-signatures, document collection, and compliance forms. Onboard new clients in minutes with DocuSeal integration.
Specialized bots for tax planning, estate planning, and investment analysis. Your AI team that knows your clients.
Connect everything with N8N workflows. Automate repetitive tasks and create custom integrations without code.
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