Every role. Every workflow. One unified AI workforce.
Stop choosing between growth and service quality.
Our specialized AI agents handle everything from document analysis to prospect research, integrating with your existing tech stack and multiplying your team's impact.
Explore all agents below.
Meeting Agent
Meeting Prep
Compile client history and portfolio updates before meetings
Real-Time Notes
Capture conversations and key decisions during meetings
Follow-Up Emails
Generate client recap emails with the next steps
Action Tracking
Create tasks from meeting commitments in your CRM
Client Insights
Extract life events and opportunities from conversations
Scheduling Agent
Calendar Sync
Find available times across multiple team calendars
Meeting Invites
Send personalized invitations with agenda and location details
Smart Reminders
Deploy reminder sequences based on meeting type
Data Management Agent
Contact Updates
Sync address and phone changes across all systems
Family Changes
Update beneficiaries after marriages, births, or divorces
Account Sync
Keep balances and holdings current across platforms
Relationship Mapping
Maintain household and entity connection structures
Onboarding Agent
Account Opening
Complete new account applications across all custodians
Asset Transfers
Generate ACAT and transfer forms with client data
Beneficiaries
Set up beneficiary designations across multiple accounts
Welcome Workflow
Trigger onboarding emails and team task assignments
Prospect Research Agent
Professional History
Compile career progression and current business roles
Asset Discovery
Identify potential wealth through public records
Network Analysis
Find mutual connections for warm introductions
Personal Intel
Surface hobbies, interests, and philanthropic activities
Digital Marketing Agent
Client Communications
Create segmented email campaigns for different audiences
Content Publishing
Schedule market commentary across multiple channels
Event Promotion
Manage invitations and RSVPs for client events
Drip Campaigns
Deploy automated sequences for prospect nurturing
Documents Agent
Tax Analysis
Extract income and deduction data from returns
Statement Reading
Pull balances and transactions from account statements
Insurance Review
Identify coverage amounts and policy details
Estate Documents
Flag outdated wills and beneficiary forms
Financial Planning Agent
Tax Planning
Generate a complete tax plan with opportunities
Divorce Planning
Analyze a divorce settlement's after-tax consequences in a firm-branded advisor report
Estate Planning
Project estate taxes and surface estate-plan gaps in a firm-branded advisor report
Education Planning
Plan college and K-12 education funding in a firm-branded advisor report
Marriage Planning
Plan a couple's financial merger: taxes, benefits, accounts, and the prenup if wanted
Family Planning
Plan for a new or growing family: costs, protection, tax elections, education funding
Insurance Planning
Review household insurance coverage and surface gaps in an advisor-ready risk plan