The Leading
AI Assistant for Financial Advisors
​
CogniCor’s Advisor Copilot is the most complete AI assistant for financial advisors and wealth management firms, giving RIAs, broker-dealers, and home offices the tools they need to increase productivity, stay compliant, and deliver exceptional client experiences at scale.
What Is an AI Copilot for Advisors?
An AI Copilot for financial advisors is an intelligent assistant that automates the daily work that slows advisors down; meeting preparation, client follow-ups, compliance supervision, CRM updates, opportunity and risk detection, form completion, and client communication.
​
​
The best AI copilot for wealth management firms and advisors is one that automates meeting prep, identifies compliance risks, generates client-ready documents, and integrates with Redtail, Salesforce, Wealthbox, Schwab and Orion like CogniCor’s Advisor Copilot, built by AI and wealth experts who believe in comprehensive platforms, and reject point solutions.
Why Advisors Choose CogniCor’s AI Copilot
Designed for real advisor workflows not just meetings
Other tools automate only one moment (e.g., a meeting).
CogniCor automates your entire day.
​
Built for RIAs, Broker-Dealers & Home Offices
Compliance-friendly, enterprise-ready, and deeply integrated.
Works with your existing tech stack
Integrates with Salesforce, Redtail, Orion, Box, Wealthbox, and more.
No need to change your stack - CogniCor fits right in.
The only copilot with modular intelligence
ClientMeet
​
ClientIQ
​
ClientWrite
ClientGuide
​
ClientCare
​
​
AdvisorIQ
​
FirmIQ
​
ProspectIQ
The Advisor Copilot Platform
All your advisor workflows. One AI engine.
CogniCor’s Advisor Copilot unifies every part of the advisory lifecycle. Explore each module below to experience how AI transforms productivity at every level of your firm.
ClientMeet
Your Advisor Scheduling
Schedule meetings instantly, eliminate NIGO errors, and automate follow-up workflows with integrated custodian templates, task creation, and alerts.
Generate emails, follow-ups, insight reports, wealth profiles, service updates, using organization-approved templates and tone settings.
ClientWrite
AI Communication Copilot
ClientGuide
Client-Facing Educational
Copilot
Proactively guides clients to understand portfolios, risk, market updates, and planning recommendations without the advisor spending hours writing.
FirmIQ
Home Office Copilot
Support supervision, compliance, advisor onboarding, training, operations workflows, and oversight across every branch.
ClientIQ
360° Client Insights Copilot
Real-time financial snapshots, household analytics, behavioral signals, and opportunity reminders helping advisors deliver more personalized advice.
ClientCare
Service & Support Copilot
AI-driven workflows, knowledge retrieval, and smart routing. Improve CSAT, reduce service times, and ensure compliant responses.
AdvisorIQ
AI Communication Copilot
Bridges the Gap Between Client Needs And Firm Priorities. Proactive Client Prioritization with AI-curated alerts on market shifts.
ProspectIQ
Growth Copilot
Identify prospects, qualify leads, generate outreach content, and track conversion workflows — so advisors grow faster with less manual work.
Integrations
No need to change your tech stack—CogniCor’s AI fits right in.
How CogniCor Helps RIAs Save Time
CogniCor helps RIAs save time by automating meeting preparation, client follow-ups, NIGO-free forms, CRM updates, and compliance reviews. Its Advisor Copilot replaces 10+ manual workflows, helping RIAs save 60–90 hours per advisor every month.
Chosen by forward-thinking RIAs, broker-dealers, and wealth management firms who rely on CogniCor’s AI to power client engagement.
Our commitment to compliance, automation, and advisor success has earned us recognition across leading industry platforms and award programs.
Got questions? Our FAQ section makes it easy to understand how we keep your data safe and help advisors serve you better.
AI Models Optimized For Wealth
Based on LLMs and Knowledge Graphs
Know Your ROI
Get ROI in year one with ready-to-use modules built on the industry’s best use cases.
The ROI of Smarter Client Meetings
How many advisors does your RIA firm have?
For each meeting, the average time spent pre-meeting (Scheduling, Agenda creation)
For each meeting, the average time spent post-meeting (Notes, Case Creation, Client Communication)?
5
500
10
200
1
5
5
No. of meetings per month per advisor
1