Joins your Zoom, Teams, Webex, or Google meetings, transcribes real-time notes, summarizes action items, and provides post-meeting insights.

This intelligent agent scans your calendar for upcoming Zoom meetings and automatically joins on time to record, transcribe, and summarize them — no manual action needed.

Provides timely, AI-generated commentary and insights for market updates tailored to your client base.

Analyzes your communications to create a personalized tone and style profile for each client.

Reviews outbound emails and flags potential compliance issues for further review.

Reviews your calendar and upcoming meetings to send you concise briefings and agenda summaries.

Automatically extracts relevant client information and documents from emails and updates contact records.

Generates tailored market commentary that aligns with each client’s portfolio, risk profile, and current investment activity.

Creates hyper-personalized video updates using your digital avatar — combining your tone, facial likeness, and voice with account-specific insights.

Upload or link existing policies to instantly assess coverage strength, spot gaps or overpriced premiums, and request new quotes with a single click.

Automatically detects issues in custodial paperwork, determines the missing or incorrect data, and initiates resolution workflows—either client outreach or custodian fulfillment.

Identifies clients due for annual reviews based on classification and last meeting date, then automates email outreach, calendar booking, and intelligent follow-ups with escalation options.

Automatically ranks clients and prospects based on revenue, effort, relationship depth, and future opportunity using advisor-defined criteria.

Automatically monitors for prospect-relevant events—then sends timely, tailored messages to prompt booking a meeting with the advisor. High-potential leads are escalated for personal outreach.

Scans your database for duplicate contacts using name, email, household, and phone logic. Automatically merges clean matches and recommends others for review.