Your Key to Success
Unlocking Rapid Growth for RIAs
AI Copilot
That Put Your Wealth Firm on Growth Mode
Free yourself from the tasks such as finding and filling out forms manually, managing custodian alerts, scheduling meetings, creating tasks from meeting notes etc.
SAM
AI Powered
ClientMEET Copilot
Scheduling Client Review Meetings
Based on your preferences, SAM will always keep an eye on your CRM and spots Clients who are due for a review meeting. SAM prompts you for your approval to send to the client an invite to schedule a Client review meeting on your behalf via your favorite scheduling app such as Calendly
Drafting Meeting Agenda
It is no secret that when the Advisor and Client are prepared, the meeting become highly productive. SAM can prepare a draft Meeting Agenda by aggregating data from your previous meeting notes, portfolio performance, life events, etc. and help you to share it with Clients so that they are better prepared for the meeting.
Meeting Review Checklist
SAM guides you through a checklist of items that your firm can configure from our templates, so that the Advisor can cover every aspect that they are supposed to cover, thereby enhancing the compliance posture of the firm.
Triggering Workflows in CRM
SAM enables Advisors to capture meeting notes in natural language, and extract relevant action items from the notes. SAM also triggers the appropriate workflows in the CRM based on the extracted follow up actions.
AMY
AI Powered
Client Maintenance
Copilot
Account Opening
Manage key routine operations such as Digital Account Opening from a single app, leveraging the ease of conversations and convenience of automation. Send information to Custodians, with data pre-filled from CRM by the AI assistant.
Address Changes
With integrations to custodial APIs, AMY can help you change the addresses of clients in one single operation, guided by the Digital Assistant. No need to log in to different portals to change addresses.
Checking Alerts and Statuses
Check the status of operations and receive customized alerts from downstream financial institutions at one place, prioritized and personalized according to your preferences.