The UHNW wealth-advisor platform. Paste a meeting transcript, review the AI-drafted strategy, and send your client a polished, branded presentation — without the three-hour PowerPoint build.
No credit card required. Cancel anytime.
Paste a meeting. The engine finds planning intents (concentration, 1031, estate), extracts client parameters, and produces a draft presentation you review, not rebuild.
Concentration, 1031 Exchange, Direct Indexing, Estate, Tax Plan, QOZ, Strategy Review — every engine verified against the original wealth-management dashboards.
Every mutation logged append-only. Client PII sanitized before AI calls. RLS policies on the database. Built for the compliance review you'll inevitably get.
14-day trial on every plan. No card up front.
Starter
$99/advisor/mo
For solo advisors and small practices.
Professional
$299/advisor/mo
For growing RIAs with multiple advisors.
Enterprise
From $999
Unlimited seats, white-label, priority support.