AI-powered Advisor Companion

Run Every Advisor Day Smarter with AI

Financial advisors are overwhelmed by time-consuming preparation, fragmented systems, and heavy compliance work that limits client engagement efficiency and growth. The AI-powered Advisor Companion acts as a co-pilot, preparing mission-critical insights, automating workflows, and seamlessly kicking off downstream activities for frictionless client onboarding and seamless account servicing. It works with you even while you are offline and helps boost productivity, enables more proactive, personalized advice, and ensures compliance in every step.

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Key Features of Advisor Companion

Workday planning and scheduling interface for financial advisors

Workday Planning & Scheduling

Helps advisors prioritize their day by organizing meetings, follow-ups, and client actions based on urgency and impact.

Meeting assistance with pre-meeting briefs and automated summaries

Meeting Assistance

Prepares concise pre-meeting briefs, supports advisors during meetings with intelligent prompts, and automatically generates summaries and next steps.

Unified dashboard showing book of business, households, and accounts

Unified Dashboard View

Provides a single, real-time view of the book of business, households, and accounts to eliminate system hopping and improve decision-making.

Actionable client and market insights highlighting portfolio changes and opportunities

Actionable Client & Market Insights

Continuously surfaces portfolio changes, risks, opportunities, and relevant market events that matter to each client.

Always-on advisor desktop support with natural language query interface

Always-On Advisor Desktop Support

Allows advisors to ask questions in natural language, retrieve information, and trigger actions directly from their advisor desktop.

Seamless enterprise integrations with CRM, portfolio, compliance, and servicing systems

Seamless Enterprise Integrations

Connects effortlessly with CRM, portfolio, compliance, onboarding, and servicing systems to ensure smooth handoffs across the wealth lifecycle.

15+
hours/week

reclaimed for client engagement

30–50%
productivity boost

for advisors

Up to 40%
Reduction

in time spent on admin

> 30%
increase

in capacity to service clients

Check out our Advisor Companion Brochure to learn more

Download Brochure

Engagement AI Solutions for Wealth Management

Account Servicing
Account Servicing
Unified Onboarding
Unified Onboarding
Data Warehouse and Aggregation
Data Warehouse and Aggregation
Advisor Universal Desktop
Advisor Universal Desktop