AI specialists for wealth management firms

People nearby who just sold a business or came into money, found from public news, then referral partners, client reviews, and meeting prep handled for advisors.

Create your first specialistBook a call

More time with clients.

New money, found early.

The Prospect Researcher watches public news and filings for business sales and other liquidity events near you and drafts an introduction for the advisor.

Partners and reviews, prepared.

The Referral Partner Manager reminds you who sent clients and who is owed thanks, and the Account Manager drafts each client review from your CRM notes.

Compliance stays in the loop.

No specialist gives investment advice, places a trade, or sends anything to a client. Every message is a draft for an advisor.

Meet the team.

Questions

No. They research, prepare, and draft for advisors. Advice, trades, and every client message come from your firm.
Public sources only, such as news of a business sale, with every lead linked to the article or filing behind it.
No. Every message is a draft for an advisor to review and send, after your compliance review where it applies.

Put a specialist to work.

Start with a specialist from this page, or describe the job and General Input builds one for you.

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