Grow AUM without growing your admin burden
AI-powered client reporting, prospect engagement, and upsell detection that helps you grow your book of business while delivering better service than firms twice your size.
of financial advisors already use AI daily, and those who do report catching upsell triggers that manual reviews miss entirely
Source: Kitces Financial Planning Survey 2025
It is quarterly review season. Watch AI prepare a personalized client report in seconds.
Your competitors spend 2 hours per client on this. Your AI does it before your morning coffee.
Portfolio Data Pull
AI connects to your custodian feed and pulls the latest holdings, performance, and transaction history for client Margaret Chen
Insight Generation
AI analyzes performance against benchmarks, flags tax-loss harvesting opportunities, and compares allocation to Margaret's stated risk profile
Narrative Report Created
AI generates a plain-English summary Margaret can actually read, covering what happened, what it means, and what you recommend next
Upsell Triggers Flagged
AI cross-references Margaret's profile and flags that she turns 50 this year, qualifying for catch-up contributions, and her youngest just started college
Review Meeting Scheduled
AI sends Margaret a personalized email with a summary teaser and books the quarterly review on her preferred day
One client done in 90 seconds. Run this across your entire book and reclaim 20+ hours every quarter.
The problems keeping you up at night
Prospective clients expect immediate follow-up, but you are in back-to-back client meetings all day
Quarterly reviews take hours to prepare, and half the insights get buried in spreadsheets nobody reads
You know your clients have unmet needs, but there is no systematic way to spot them across your entire book
Here’s how we fix it
AI Client Narratives
AI generates personalized portfolio review reports with plain-English summaries your clients actually understand
Upsell Trigger Detection
AI scans your book of business and flags clients approaching life events, tax thresholds, or rebalancing windows
Prospect Speed-to-Lead
AI responds to website and referral inquiries immediately, qualifying and booking consultations while you sleep
Tax Season Outreach
Automated year-end planning reminders, contribution deadline alerts, and document collection sequences
Sound like your financial advisors business?
30 minutes. Free. We’ll show you exactly what this looks like for you.
What this means for your bottom line
Without Automation
$20,000/mo in lost AUM growth from slow prospect follow-up and missed upsell opportunities
With Robot Friends
$7,500/mo in additional fee revenue from faster conversion and deeper wallet share
Within 60 days
Before you decide
How long does setup take?+
Do I need to be technical?+
Do I own what you build?+
What if I'm not sure this is right for my financial advisors business?+
Ready to stop leaving money on the table?
Book a free discovery call and see exactly how automation can work for your financial advisors business.
No commitment. No pressure. Just a clear plan.