Our Services
Automate Your Practice, Reclaim Your Time
Your most valuable asset is time—time spent advising clients and growing your firm. Yet, the daily reality is a constant battle against administrative work. We build custom-tailored AI workflows that integrate with your existing tools, eliminating your most time-consuming operational tasks so you can focus on what matters most.
Our Core Services
Here are three foundational workflows we build and manage for our RIA partners.
The AI Meeting Assistant
The Problem: The hour of administrative work after every client meeting—typing notes, identifying action items, and manually creating tasks in your CRM.The Solution: You simply drop a meeting's audio file into a secure, shared folder. Our system transcribes the conversation, writes a concise summary, and extracts a clear list of action items. These suggestions then appear in a simple queue for your one-click approval before being pushed directly to your CRM.The Result: For an advisor with just 5 client meetings a week, this system saves 45-60 minutes of work per meeting. That’s 4-5 hours back in your week, or over 15 hours of high-value time reclaimed every month.
The AI Email Assistant
The Problem: A cluttered inbox where urgent client requests can get buried. Client emails demand immediate, thoughtful responses, but manually processing each one creates a constant state of reactive work.The Solution: We can connect a workflow to a designated inbox (e.g., [email protected]). The system scans incoming emails, flags high-priority messages, summarizes the client's request, and drafts a professional reply based on your firm's voice. You simply review and approve the draft and any suggested CRM tasks.
The Pre-Meeting Briefing Agent
The Problem: The pre-meeting scramble. You're trying to prepare for a client review by juggling multiple systems: checking your CRM for old notes, the portfolio software for performance, and your task list for open items. It's easy to miss a key detail and walk into a meeting unprepared.The Solution: Two days before any scheduled client review, our system automatically generates a concise, one-page "Meeting Prep Brief" and delivers it to you. This briefing pulls together all the vital information you need into a single, easy-to-read document, including:A summary of your last meeting's notes.The current status of any open tasks for the client.Key portfolio alerts, such as high cash balances or significant holdings changes.The Result: You eliminate hours of manual prep work each week. You walk into every client review confident, fully informed, and ready to have a productive conversation, rather than spending the first ten minutes trying to get up to speed.
Built for Compliance & Security
We understand that for an RIA, security and compliance are non-negotiable. Our entire service is built on a foundation designed to meet your regulatory requirements.Human-in-the-Loop Supervision
Our system is built on a "human-in-the-loop" model, which is essential for SEC compliance. The AI never takes autonomous action on your behalf. It only suggests tasks or email drafts. A licensed advisor from your firm must always give the final one-click approval. This ensures you maintain full supervisory control.Enterprise-Grade Security & Private AI
We use the official, paid Enterprise APIs from leading AI providers. These services have a business policy that explicitly guarantees they do not train their models on customer data. Your confidential client information is processed in a secure, private environment and is never used for any other purpose.Automated Audit Trail
To prepare for audits, our system automatically creates an immutable compliance log. Every time an AI suggestion is approved, we log the timestamp, the final text, and the user who approved it. This creates a perfect, auditable record of all AI-assisted actions.
Ready to Build Your Solution?
Let's find the operational task that's costing you the most time and design a custom workflow to solve it.