30-day guarantee. First agent live in 14 days →
AI agents for RIAs switching custodians.
Start with one. Add more when it works.
- We connect your tools and onboard your data
- Message your agents on WhatsApp, iMessage or Slack
- We manage them and meet weekly to make them better
What your agents handle
Repapering kicked off
Forms pre-filled for every household from your CRM
Batch of transfers submitted
Each one tracked, rejections flagged with the fix
Client hasn't signed after 5 days
Friendly reminder drafted for approval
Accounts moved
Household updated and the CRM record corrected
Old tools no longer needed
Flagged for cancellation in the tool-stack audit