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
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
Compliance Agent
Fiduciary Tracking
Document suitability discussions and investment rationale
Form ADV Management
Update disclosures based on regulatory changes
Audit Preparation
Generate examination-ready client file reports
Risk Monitoring
Flag unusual trading patterns or concentration risks
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
