AI agents for multi-advisor ensemble RIAs.

Start with one. Add more when it works.

What your agents handle

Any advisor finished a client meeting
Notes in one standard format, tasks assigned to the right person
New household onboarded by a junior advisor
Forms pre-filled and checked before they go to the custodian
Three reviews on tomorrow's calendar
Prep packet for each one in the advisor's inbox
Quarter-end billing file ready
Fee file checked against schedules and household groupings
Client emailed an advisor who's on vacation
Request logged in the CRM and routed to the ops team

CRM Keeper

Updates your CRM from emails, calls and meetings.