AI agents for independent RIAs.

Start with one. Add more when it works.

What your agents handle

Annual review with a client household ended
Notes in the CRM and a follow-up email drafted for approval
Prospect signed the advisory agreement
Account-opening forms pre-filled and sent for e-signature
ACAT transfer rejected by the delivering firm
Reason flagged and corrected form drafted the same day
Client emailed asking for an IRA distribution
Request logged, form prepared and tracked to done
Review meeting on the calendar for Thursday
Prep packet with open items and recent activity sent Tuesday

CRM Keeper

Updates your CRM from emails, calls and meetings.