Stop Drowning in Client Admin
Automate your financial planning tasks and focus on building client relationships.
Every week, you spend hours collecting client data, updating plans, and fielding repetitive questions. The paperwork and analysis never end, leaving little time for strategic advising or growing your book of business.
The hidden cost
What this is really costing you
Financial advisors are overwhelmed by manual data gathering, endless plan updates, and constant client follow-ups. Each client interaction requires hours of prep, research, and documentation. The repetitive admin work eats into your time for high-value advising and business development.
Time wasted
25+ hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$36,250/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing everything manually, you’ll burn out on paperwork and miss opportunities for deeper client engagement, faster growth, and higher revenue.
Return on investment
The math speaks for itself
Today — without agent
25 hrs/week
of manual work
With your AI agent
5.0 hrs/week
agent-handled
You save
$29,000/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Prepare a Comprehensive Financial Plan
You ask your agent to collect updated client information and draft a new plan with income projections, risk analysis, and recommendations.
Review and Update Client Portfolios
You ask your agent to analyze a client’s portfolio, check for changes in financial status, and suggest necessary adjustments.
Answer Client Questions Fast
You ask your agent to generate a clear explanation of a client’s investment strategy and respond to their questions in plain language.
Research New Investment Opportunities
You ask your agent to investigate alternative energy funds and summarize which options fit a client’s risk profile and goals.
How to hire your agent
Connect your tools
Link your financial planning software, client management system, and reporting spreadsheets.
Tell your agent what you need
Type: 'Analyze the Smiths’ accounts and recommend adjustments for their retirement plan.'
Agent gets it done
The agent reviews the Smiths’ data, analyzes their portfolio, and returns a detailed report with actionable recommendations.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Client Data Collection & Intake
The agent interviews clients via digital forms and chat, gathering income, expenses, goals, and all required info for financial planning.
Financial Plan Analysis & Strategy
Analyzes client data to identify gaps, risks, and opportunities, then recommends tailored strategies to meet client objectives.
Portfolio & Plan Monitoring
Regularly reviews client accounts and plans, flags when reassessment is needed due to life changes or market shifts.
Client Communication & Reporting
Prepares clear, personalized reports and answers client questions about plans, performance, and recommendations.
Product & Investment Research
Investigates investment opportunities and financial products, matching them to client needs and values.
Implementation Support
Guides clients through gathering documents and helps coordinate plan implementation steps.
AI Agent FAQ
Hire your AI agent
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