Empower your Wealth Advisors with AI
AI Meeting Assistant For Financial Advisors
Focus on strengthening client relationships and expanding your business while AI manages your meetings, client planning, tasks, emails, and more
Focus on strengthening client relationships and expanding your business while AI manages your meetings, client planning, tasks, emails, and more
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Built For Financial Advisors
Power of secure AI at your fingertips
Meeting Prep & Notes
Schedule Meetings
Draft Follow Up Emails
Turn Conversations to Tasks
Integrate with CRM
Features designed for wealth management firms
Document Analysis
Organize financial docs and information into structured reports, enabling better visibility & analysis
Document Analysis
Organize financial docs and information into structured reports, enabling better visibility & analysis
Document Analysis
Organize financial docs and information into structured reports, enabling better visibility & analysis
Document Analysis
Organize financial docs and information into structured reports, enabling better visibility & analysis
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Meeting Notes
Generate accurate client meeting notes, capturing financial & personal insights and action items, and update CRM
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Client Planning
Combine CRM data, client docs, enterprise knowledge and market data to draft client plans
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
Inbox and Calendar Management
Manage schedule & to-dos, send meeting invites, draft personalized emails
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
API Integration
Intergrate all capabilities into internal dashboards and systems to align with and enhance existing workflows
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
Security
Keep data safe. Platform is CASA Tier 2 certified, Google verified, and getting SOC2 certification
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© Copyright 2024, All Rights Reserved by gAI Ventures Inc.
© Copyright 2024, All Rights Reserved by gAI Ventures Inc.
© Copyright 2024, All Rights Reserved by gAI Ventures Inc.
© Copyright 2024, All Rights Reserved by gAI Ventures Inc.