Free
AI Practice Management for Financial Advisors
Client records, meeting notes, and tasks - captured automatically, searchable instantly
AI meeting notes
Prep briefs before, summaries after. No meeting bot required.
CRM
Clients, households, and entities – linked and searchable across every interaction.
Portfolio Aggregation
Every client's holdings across platforms - one dashboard.
Find anything, fast
AI Search
Unified search across your tools, documents, and client records.
AI Meeting Summaries
Context-aware notes without a meeting bot listening in.
Beyond the essentials
Spend less time on admin and more time delivering advice that matters.
Beyond the essentials
Spend less time on admin and more time delivering advice that matters.
Plan and Prioritise
Day plan
Kanban view of meetings, tasks, and client communications.
Automated Task Generation
Every touchpoint becomes actionable next steps automatically.
What else we offer