30-day guarantee. First agent live in 14 days →
AI agents for hybrid RIAs.
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
New advisory account requested
Right custodian's forms pre-filled and checked
Transfers pending at two custodians
One morning summary across both portals
Client meeting ended
Notes logged and follow-ups assigned
Agent sent a client email
Action recorded in the compliance log with the approver
Beneficiary change requested
Form prepared and sent for signature