Stop Drowning in Product Research
Instantly get tailored recommendations for stocks, bonds, mutual funds, or insurance—just ask your AI agent.
Sorting through endless financial products eats up your day. You waste hours comparing options, double-checking suitability, and compiling reports instead of advising clients.
The hidden cost
What this is really costing you
Recommending the right financial products means sifting through mountains of data, cross-checking client profiles, and staying current on market trends. Each recommendation requires careful analysis and documentation. The process is slow, repetitive, and error-prone when done manually.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
You’ll spend more time researching than advising, risk missing better options, and delay client decisions—hurting your reputation and bottom line.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,030/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.
Curating Investment Portfolios
You ask your agent to suggest a diversified mix of stocks and bonds for a risk-averse client.
Insurance Policy Comparison
You ask your agent to compare the top three life insurance options for a client’s unique needs.
Mutual Fund Selection
You ask your agent to recommend mutual funds that align with a client’s retirement goals and risk tolerance.
Explaining Product Choices
You ask your agent to generate a plain-English summary justifying each product recommendation for your client meeting.
How to hire your agent
Connect your tools
Link your financial planning, asset allocation, and document management tools to centralize client data.
Tell your agent what you need
Type: 'Recommend three mutual funds for a 45-year-old client focused on long-term growth with moderate risk.'
Agent gets it done
The agent analyzes your client’s profile and market data, then delivers a ranked list of products with compliance checks and summary notes.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Personalized Product Matching
Analyzes client profiles and matches them with suitable stocks, bonds, mutual funds, or insurance products.
Comparative Analysis
Quickly compares multiple financial products across key criteria like risk, return, and fees.
Regulatory Suitability Checks
Flags any product recommendations that don’t meet compliance or suitability requirements.
Summary Report Generation
Creates clear, client-ready summaries explaining the rationale for each recommendation.
Market Update Integration
Factors in the latest market trends and product changes to keep recommendations current.
AI Agent FAQ
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