All outputs follow FINRA and SEC plain-English guidance. Suitability language is drawn from your firm's approved vocabulary. Nothing reaches a client inbox that hasn't cleared your review step.
Upload three sample letters and Investor AI learns your writing style -- formality level, paragraph cadence, signature phrases. Clients won't know it wasn't written by you, because in every meaningful way it was.
Syncs with Redtail, Wealthbox, Salesforce Financial Services Cloud, and Orion. Client data populates automatically. No double entry. No copy-pasting account numbers between tabs.
Every document is version-controlled with timestamps and full edit history. When your compliance team needs to produce correspondence for an audit, the complete record is one export away -- formatted for regulator review.
Quarterly and annual review letters are generated from your performance data. Upload model allocation reports; Investor AI writes the narrative that explains what happened and what it means for each client's specific situation and goals.
First-meeting follow-ups, proposal cover letters, onboarding welcome packets. Investor AI handles the writing so your pipeline moves faster without more hours at the keyboard -- and every touchpoint sounds like you.