Enterprise-grade automation engine that transforms manual advisory processes into intelligent workflows, saving hours weekly while ensuring compliance and consistency
Let AI handle the routine so you can focus on what matters most - your clients
Anthropic Claude automatically extracts critical financial information from transcriptions, creating structured data ready for CRM systems and compliance workflows.
Automatically sync extracted data with your CRM system. API integration capabilities support data flow with major CRM platforms.
Dear John and Mary,
Thank you for taking the time to meet today. Here's a summary of what we discussed:
Next steps: I'll prepare the rebalancing proposal by Friday...
Automatically generate SEC, FINRA, AML, and SOX compliant documentation with complete audit trails and 7-year retention policies.
Get started instantly with industry-proven automation templates
Comprehensive 14-step onboarding workflow including automated account setup, document collection with e-signature integration, personalized welcome communications, initial risk assessment scheduling, and portfolio allocation recommendations
End-to-end quarterly review process with automated meeting scheduling based on client preferences, performance report generation, reminder sequences, agenda preparation, and post-meeting action item distribution
Intelligent workflows triggered by life event detection including retirement planning sequences, inheritance processing, marriage/divorce adjustments, new child education planning, and major purchase financing guidance
Comprehensive compliance workflow ensuring regulatory adherence with automated documentation generation, approval routing, deadline tracking, audit trail creation, and regulatory change impact assessment
Create custom automation workflows without any coding knowledge
Design complex workflows with an intuitive visual interface that anyone can master.
Integration capabilities with the tools you already use
API integration capabilities with Salesforce Financial Services Cloud, Redtail CRM, Wealthbox, HubSpot, and Microsoft Dynamics for sync of tasks, notes, client data, and workflow triggers
API integration capabilities with calendar and scheduling systems for automated meeting coordination, preparation workflows, and intelligent scheduling based on advisor availability and client preferences
Comprehensive communication automation across email, SMS, Slack, Microsoft Teams, and client portals with personalized messaging, compliance-approved templates, and delivery optimization
API integration capabilities with portfolio management and financial planning systems for automated report generation, performance tracking, rebalancing alerts, and investment proposal creation
Enterprise document management with SharePoint, Box, Dropbox, and Google Drive integration featuring automatic filing, version control, compliance tagging, and intelligent document organization
Advanced task management integration with Asana, Monday.com, Trello, Microsoft Project, and Smartsheet for workflow orchestration, progress tracking, and team collaboration
See how workflow automation can transform your advisory practice
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