Most wealth advisors spend half their week buried in research, client prep, and portfolio summaries. Wealth Advisor AI is your always-on associate. It drafts reports, surfaces insights, and handles routine client questions in seconds, not hours. Advisors using it typically reclaim eight to ten hours a week and take on more clients without adding headcount.
Same book of clients, same compliance posture, half the admin.
No long implementation. No analyst to hire. You are drafting real client work by the end of day two.
Read-only feed from Schwab Advisor Services or Fidelity IWS, set up in about 15 minutes with your existing credentials.
Drop in three past client reviews and a sample email. The model learns your tone, your firm's IPS language, and your usual structure.
Pick a client, click draft. You get a complete first pass with portfolio summary, tax notes, and talking points ready to edit.
You stay in the loop on every output. Nothing goes to a client without your sign-off, and every claim is sourced for compliance.
The associate you would have hired, if hiring one were realistic at your size.
Three jobs, done well, on the work that eats your week.
Pulls live custodian data from Schwab and Fidelity feeds, reconciles it against your IPS, and writes a first-draft quarterly review in your tone. You edit, you sign, you send.
Answers the eight or nine questions every advisor fields each week (RMD timing, 529 rules, Roth conversion math) in plain language, with citations you can hand the client.
Scans your book nightly for rebalance triggers, tax-loss opportunities, and concentration risk, then posts a short morning brief so nothing slips between reviews.
Run Wealth Advisor AI on three of your real client books for 30 days. If you do not reclaim at least five hours a week, cancel and we refund in full.
Start free weekshippable in 4 to 6 weeks. Year-1 ARR mid-case around $144K (estimate). Investment to production around $40K. probability of meaningful success around 13%, by Fermi heuristics.
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This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.