Be the first advisor who answers.
Every inquiry answered in under a minute. Onboarding that finishes itself. A brief for every review. Built on the CRM you already run.
Free 20-min call. We show up having already found the leak.
Walk into every review prepared.
Each meeting gets a one-page brief overnight: what moved, what drifted, what to say.
- ✓Pulled from your CRM and custodian
- ✓Rebalance ideas need your yes
- ✓Agenda sent to the client
Retirement plan update
Mortgage renewal · 5-yr
New client · first meeting
Rates drop. Your clients hear first.
The moment a rate crosses a client's break-even, their note is drafted and waiting.
- ✓Matched to every past client
- ✓Savings shown in dollars
- ✓One tap sends them all
Renews Mar
Refi candidate
Renews Jan
Six systems. Zero chasing.
Every inquiry answered in under a minute, qualified, and booked into your calendar.
ID, risk profile and account forms collected by the app. You approve, not chase.
Pay stubs and statements requested, reminded and filed until the file is complete.
Every client meeting prepped overnight: what changed, what drifted, what to say.
Rate drops and renewals matched to past clients, with a note drafted for each.
Anniversaries, check-ins and referral asks that run whether you remember or not.
Before you ask.
Does this work with our CRM?
Yes. We build on top of what you run today, Salesforce, Redtail, Wealthbox and most mortgage CRMs included. No migration.
Does the AI give financial advice?
No. It drafts, reminds, collects and prepares. Anything that touches advice or a trade waits for your approval, and every message is logged.
What about compliance review?
Every template goes through your compliance person before go-live. Nothing client-facing goes out in a form they haven't seen.
Where do we start?
Usually lead response, because it pays back first. Onboarding, review briefs and the referral engine follow once the numbers say so.
Find where your pipeline is leaking clients
Twenty minutes, free. Your leads, your CRM, your review calendar. We show up having already looked.