On the hours around the client conversation: preparing for the meeting, writing it up, the onboarding paperwork, planning drafts and the reports. It runs inside your network and your audit trail, and the advice stays yours: the agent prepares, and an advisor decides what the client hears.
Desk by desk
What we would build across the office, each one trained on how your team works today.
01
Client meetings
Prep before the meeting, notes after it.
Meeting prepAccounts, goals and the last conversation in one brief.
Meeting notesWritten up with the follow ups listed, for the advisor to approve.
Follow upsThe email after the meeting, drafted.
Reviews scheduledBooked on each client’s cadence.
02
Onboarding and service
Opening accounts without the back and forth.
Account openingForms filled from what the client already gave.
Documents checkedIdentity and suitability documents gathered and checked for completeness.
TransfersTracked until the assets arrive.
Client questionsAnswered from the client’s own accounts, for a person to send.
03
Planning and research
The groundwork behind your advice.
Plan draftsBuilt from the client’s data, for the advisor to shape.
ResearchEvery answer with its source.
Portfolio reviewsPrepared ahead of each review.
ProposalsDrafted for a new client or a change.
04
Compliance and operations
Making supervision easier.
Communications keptEvery client communication archived and searchable.
SupervisionItems prepared for review, with the reason for each.
Client reportsQuarterly reports drafted from the accounts.
ReconciliationsAccounts reconciled and exceptions listed.
We don’t replace people.
We build tools that take the repetitive part off people’s desks, so they have more time for the work only they can do, and every day is a little easier. Every agent works for someone on your team, and a person stays in charge of what matters.
The rules you work under
We work within your rules.
It runs where your data already lives, and a person approves what matters. How we handle your data
The advice is yoursThe agent prepares and drafts. An advisor decides what the client hears and signs what goes out.
Your audit trailClient and account data stays in your network, and every question, record looked up and answer is kept where your examiners can see it.
Never used for trainingClient information is used only for the client’s work, and never trains anyone else’s model.
Can people find you through AI?
We also make sure assistants can read and recommend you. Across 781 lending, insurance and finance sites mttr has read, this is what most miss.
100%of those with guides have one that does not answer right under its first question
50%of those with guides have one with no date it was updated
50%of those with guides have one with no sources shown
56%have a page missing structured data
Counted by mttr, our own reader, as of October 30, 2026. A site counts when one of its pages fails. Their middle score is 82 of 100; a score does not say an assistant cites a site. Found by AI
How it starts
One desk at a time, so every step is proven before the next.
01A working callHow the office runs today, where the hours go, and what must never go wrong.
02One desk firstWe pick the work worth the most and build that, joined to the systems you have.
03Run alongsideIt works real cases next to your people until it matches them.
04Then the next deskEach desk added once the last one has earned its place.
Questions
Are you SOC 2 compliant?
Yes, and the report is available on request. The system runs inside the boundary your own controls already cover. Security and trust.
Will it make recommendations to clients?
No. It prepares and drafts; an advisor decides and speaks to the client.
Does it work with our CRM and custodian?
Yes. We work with the systems you already run, through their own connections where they have them.
Tell us about the work. We’ll show you the AI for it.