Financial Plans Without the Spreadsheet Headache
Instantly generate tailored financial plans from your client data—no more manual number crunching.
Building financial plans for each client eats up your day, with endless toggling between reports and analysis tools. You’re under pressure to be thorough, but the process is slow, repetitive, and prone to error.
The hidden cost
What this is really costing you
Developing financial plans means gathering data from multiple systems, analyzing client portfolios, and creating custom recommendations. Each plan requires careful attention to detail and compliance with internal standards. The manual process is tedious and leaves little time for client engagement or strategic work.
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
If you keep handling this manually, you risk errors, missed opportunities for clients, and less time for high-value relationship building.
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.
Quickly Draft a New Client Plan
You ask your agent to build a financial plan for a new client based on their intake data.
Update Plans After Market Changes
You ask your agent to refresh a client’s plan after significant market movement.
Model Retirement Scenarios
You ask your agent to show how different retirement ages affect a client’s outcomes.
Check Compliance Before Presenting
You ask your agent to review a plan for regulatory compliance before sharing it with the client.
How to hire your agent
Connect your tools
Link your financial analysis, trading, and portfolio management tools so the agent can access client data and reports.
Tell your agent what you need
Type: 'Develop a financial plan for my client, factoring in their current assets, liabilities, and retirement goals.'
Agent gets it done
The agent analyzes the data, generates a compliant financial plan, and drafts a ready-to-present report.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Client Data Analysis
The agent reviews and summarizes relevant client financial data for planning.
Custom Plan Generation
It creates personalized financial plans based on the latest client status and objectives.
Scenario Modeling
It runs 'what-if' analyses to test different strategies for client portfolios.
Regulatory Compliance Checks
It flags compliance risks and ensures recommendations align with industry standards.
Report Drafting
It drafts clear, professional reports ready for your review and client presentation.
AI Agent FAQ
Hire your AI agent
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