Agentic operations for wealth management firms

One-pager before every client review.

Before each client meeting, assembles a one-pager: portfolio summary, performance vs. plan, life events flagged from CRM notes, open action items, talking points. Advisor walks in prepared without an hour of prep.

Captures meeting notes and queues every follow-up.

Reads meeting notes (voice memo or typed), creates CRM tasks for every commitment made, drafts the post-meeting summary email to the client, and logs the touchpoint.

Packages quarterly review materials per household.

Generates the quarterly review packet per household — performance, allocation drift, rebalancing recommendations, plan updates, action items. Advisor reviews and personalizes.

Logs the documentation compliance requires before it becomes a problem.

Watches for advice given in emails, meetings, or texts, drafts the suitability documentation, and logs in your compliance system. Stops the death-by-paper-cuts of compliance gaps caught in audit.

Watches RMDs, contribution deadlines, and tax dates per client.

Per-client calendar of RMDs, IRA contribution deadlines, capital gains harvesting windows, and tax filing dates. Alerts advisor in time to act, drafts the client outreach.

Keeps the relationship warm with the things that actually matter.

Tracks client birthdays, anniversaries, kids' graduations, and life events captured in meeting notes. Drafts personalized outreach in your voice for advisor approval.