For advisory practices
AI automation for financial advisors.
An advisory practice bills for advice, but the week disappears into everything around it: meeting prep, notes that have to land in the CRM in compliance-ready form, review cycles that slip, onboarding paperwork that stalls. We build systems that do that work, so the calendar goes back to clients.
Where the hours actually go.
Pulling statements and history before every review. Writing up the meeting after every review. KYC updates that sit half-finished, review schedules tracked by memory, and a CRM that is only as current as the busiest person's discipline. It is all necessary, and none of it is advice.
What a custom system does instead.
Meeting prep compiled automatically from your existing records into a one-page brief. Meeting notes structured into the CRM in the format your compliance regime expects, from a recording or a dictation, reviewed by you before anything is saved. Review cycles tracked and queued, with the paperwork pre-filled from what the file already knows.
Compliance is the constraint, so we build to it.
Canadian advisors answer to CIRO and provincial regulators, and the documentation standard is unforgiving. Everything the system writes is drafted for your review, logged, and traceable. The goal is a file that is more complete than the one you keep by hand, not less.
Common questions.
Client data is sensitive. Where does it live?
In your systems. We build around the tools you already use, and we design the data flow with you before anything is connected.
Will this write things clients see?
Only if you want it to, and never unreviewed. Most practices start with internal work: prep, notes, scheduling, paperwork.
We already have practice management software.
Keep it. This is not another platform. It is the connective work between the tools you have, done automatically instead of manually.
What if it does not work?
The guarantee is simple: we replace the work of one full-time employee within 90 days, or we keep working for free until we do.
Find out what this looks like in your business.
One call. We talk through the operation and tell you honestly whether there is enough money on the table to be worth it. Read about how we work or see where we work, including surrey and abbotsford.