Tell us the work that eats your week. We'll show you the agent that does it
Describe one task. See the agent that would take it.
Common tasks
- Marketing review: Every post and newsletter checked against the Marketing Rule
- Prospect proposals: Rebuilding the statement comparison in a spreadsheet
- New account paperwork: Same details entered into the CRM and custodian forms
- Meeting follow-up: Retyping meeting notes into the CRM and writing the follow-up
- Client money requests: Client emails to move money, three people to get it done
- IPS drift checks: Checking every household against its IPS
- Fee checks: Each household's fee against its signed agreement
- CRM and custodian data: Records that never match, compared by hand
- Exam prep: Getting records ready for an SEC exam
Ready-made agents, one for each kind of work
Already built. A person approves the key steps.
- Marketing and referrals
- Prospects and proposals
- Client onboarding
- Client meetings
- Client service
- Portfolio oversight
- Billing and fees
- Data and reporting
- Compliance and risk
Bring one task. Leave with a plan
We map the task, we match an agent, and you get a plan to go live.