Sound Familiar?
You became a financial advisor to help people build wealth and achieve their goals, not to spend half your day on administrative tasks. Every client meeting requires prep work that eats into your evening. Every prospect inquiry needs a quick response or they move on to another advisor. Your CRM is full of clients due for annual reviews, but scheduling them feels like a part-time job. When clients call with questions, you're often in meetings and can't answer. By the time you call back, they've been anxious for hours about market volatility or a confusing statement. New prospects reach out after hours when you're with family, and by morning they've already scheduled with your competitor. You've built a book of business you're proud of, but the operational overhead prevents you from growing further. Every hour spent on scheduling, reminders, and routine inquiries is an hour not spent building deeper client relationships or prospecting for new business.
AI agents that work for you 24/7.
Meeting Scheduler Agent
Handles all appointment scheduling for prospects and clients. Books annual reviews, portfolio check-ins, and planning sessions based on your real availability. Sends confirmations and reminders that reduce no-shows by 40%.
Client Inquiry Agent
Answers routine questions about statements, performance, and account access instantly. Provides reassurance during market volatility. Escalates complex planning questions to you with full context.
Prospect Follow-Up Agent
Responds to new inquiries within minutes, day or night. Qualifies prospects on assets, goals, and timeline. Books discovery calls while interest is high. Follows up with leads who haven't scheduled.
See it in action.
Here's what changes when AI agents handle your financial advisory practice communications:
A prospect who found you online last night at 10 PM already has a discovery call scheduled for tomorrow. Your agent responded in under two minutes and booked them while you slept.
Before your first meeting, your agent has confirmed today's three appointments and sent reminder texts to clients due for annual reviews this month.
While you're in a client meeting, two clients call worried about morning market news. Your agent reassures them and offers to schedule a call with you if they'd like to discuss further.
A client texts asking how to access their account online. Your agent walks them through the process step by step without interrupting your afternoon appointments.
Your agent has scheduled four annual review meetings for next week from clients who responded to morning outreach. All synced to your calendar and logged in Wealthbox.
A referral from an existing client calls after hours. Your agent qualifies them, answers initial questions about your services, and books them for a discovery call Thursday.
Every inquiry answered instantly. Every meeting scheduled effortlessly. Every client feeling valued. All while you focus on the advice and relationships that build your practice.
Everything you need. Nothing you don't.
24/7 Prospect Response
New inquiries get immediate responses. Qualify leads and book discovery calls while interest is high.
Annual Review Scheduling
Proactive outreach to clients due for reviews. Automated scheduling that fills your calendar efficiently.
Client Reassurance
Answer routine questions about statements and performance. Provide calm during market volatility.
Wealthbox Integration
Full sync with Wealthbox, Redtail, and other CRM systems. All interactions logged automatically.
Meeting Reminders
Confirmations and reminders that reduce no-shows. Clients come prepared for productive conversations.
Lead Follow-Up
Persistent, professional follow-up with prospects who haven't scheduled. Convert more inquiries to clients.
Get started in minutes.
Connect Your CRM
Link Wealthbox, Redtail, or your client management system. Your agent sees your clients and calendar.
Define Your Practice
Set your meeting types, scheduling preferences, and common client questions. Your agent learns your practice.
Activate Communications
Prospects and clients reach your agent via phone, text, or web. They get instant, professional responses.
Grow Your Practice
More time for clients and prospecting. Less time on administrative tasks that don't build relationships.
“I was losing prospects because I couldn't respond fast enough. Now inquiries get answered in two minutes, not two hours. I've added twelve new clients this quarter just from better response times.”
James
CFP,Pathway Financial Planning
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
No. Your agent handles scheduling, routine questions, and client service. Any advice-related questions are routed to you with full context. You remain the advisor.
Your agent follows scripts you approve and logs all interactions. It never provides advice, makes promises about performance, or discusses specific investments.
Yes. We integrate with Wealthbox, Redtail, Salesforce, and most financial services CRM systems. All interactions sync automatically.
All data is encrypted in transit and at rest. We provide SOC 2 compliance documentation and never share client information.
Plans start at $49/month for your dedicated AI agent server. AI model usage is billed based on interactions. Most advisors spend $100-175/month total.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.