Can the agent handle complex client scenarios?

Yes, you can customize interview templates and follow-up questions for unique client needs.

Is my client data secure?

All data is encrypted and handled according to industry best practices. You control access and permissions.

Does the agent integrate with my existing tools?

You can connect your existing financial planning and document management tools, but check our documentation for specifics.

Can the agent replace my personal touch with clients?

The agent handles data collection, but you maintain control over all client interactions and advice.

What if my client doesn’t respond to the agent?

The agent only works when you initiate it. You’ll be notified if follow-up is needed, so you stay in the loop.

Stop Dreading Client Interviews

Automate client data collection for financial planning—no more endless back-and-forth.

Chasing clients for income, expenses, and insurance details eats up hours you don’t have. Manual interviews lead to missed info, delays, and frustration for both you and your clients.

Get Early Access→

The hidden cost

What this is really costing you

Interviewing clients for their full financial picture is tedious and repetitive. You spend hours manually gathering details on income, expenses, insurance, tax status, and goals—often chasing missing pieces. This slows down your planning process and keeps you from higher-value advisory work.

Time wasted

1.9 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,755/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing it manually, you’ll waste valuable time, risk missing critical details, and delay delivering financial plans that drive client satisfaction.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/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.

Onboarding a New Client

You ask your agent to collect all financial details from a new client and summarize the results.

Annual Client Review Prep

You ask your agent to update income, expenses, and insurance info before a scheduled review.

Prepping for Tax Season

You ask your agent to gather up-to-date tax status and deductible expenses from clients.

Assessing Investment Suitability

You ask your agent to interview a client about their risk tolerance and financial goals before making recommendations.

How to hire your agent

Connect your tools

Link your financial planning, document management, and compliance software to streamline data access.

Tell your agent what you need

Type: 'Interview my client for current income, expenses, insurance coverage, tax status, and financial objectives. Flag any missing info.'

Agent gets it done

The agent collects, summarizes, and organizes all client responses into a ready-to-use profile for your planning process.

You doing it vs. your agent doing it

You doing it

Your agent doing it

You get back

Schedule calls, send emails, and chase down forms over days or weeks.

Automated, structured interviews collect all details in one go.

1 hr/week

Manually review responses and follow up for clarification.

Agent flags gaps and requests clarification automatically.

30 min/week

Compile notes and documents into a profile yourself.

Agent creates an organized summary instantly.

20 min/week

Edit templates and tailor questions for each client manually.

Easily adjust interview templates with a few clicks.

10 min/week

Agent skill set

What this agent knows how to do

Structured Client Data Collection

Guides clients through tailored questions to collect all relevant financial information needed for planning.

Identify Missing Information

Flags incomplete or inconsistent client responses so you never miss a detail.

Summarize Client Profiles

Compiles and organizes client data into a clear, actionable summary for your review.

Customizable Interview Templates

Lets you adjust question sets based on client type, objectives, or compliance needs.

Risk Tolerance Assessment

Gathers and analyzes responses to determine client risk appetite for investment planning.

AI Agent FAQ

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