30-day guarantee. First agent live in 14 days →
AI agents for RIAs acquiring a book or planning succession.
Start with one. Add more when it works.
- We connect your tools and onboard your data
- Message your agents on WhatsApp, iMessage or Slack
- We manage them and meet weekly to make them better
What your agents handle
Acquired advisor's client list received
Households loaded into the CRM with key details
Introduction meeting held
Notes and follow-ups logged for the new advisor
Household agreed to transfer
Paperwork pre-filled and checked
Transfer in flight
Tracked to completion with client updates
Household quiet for 60 days
Check-in drafted for the advisor