We don’t build a separate app. We build the brain that operates inside the tools your firm already uses, runs on the data you already have, and ships through the compliance gate your CCO already trusts.
Your firm keeps Wealthbox, Redtail, or Salesforce. Microsoft 365 or Google Workspace. Your planning tool. Your folder structure. We sit on top of that, not next to it. No new login. No new tab to remember. The work shows up in the tools your team already opens every morning.
The diagram below is what we install. A shared folder that already knows how the firm works, a CRM connection that feeds it, an advisor who points at the folder and asks for what they need. The workflows read the right slice of data and return the artifacts your team uses.
Each skill is a workflow. We scope which ones your firm needs during the audit, build them during the residency, and run them with your team during Lights-On. You don’t take all of them. Most firms implement four to six.
Institutional memory across the household book. Ask anything about any family. Reads your client list, your planner, your meeting notes. The answer comes back in one line.
Walk into your 2pm with a one-page brief. Pulls three years of household notes, recent activity, open items, and the talking points the advisor would bring up.
Drafts in the firm's voice. Wealth Wednesday posts, newsletter pieces, market commentary. Every draft gets a compliance pre-screen and lands in the CCO queue.
Score inbound prospects against the firm's ICP. Pulls public signals on the lead and writes a one-page score card with the recommended next touch.
Pre-screen drafts against the CCO's posture and the SEC Marketing Rule before the human review. Drafts arrive at the CCO already cleaned of obvious flags.
Schedule client touches by tier and trigger. Birthdays, anniversaries, market events, life events. Every touch passes the bereavement suppression check.
Daily morning rundown across the book. Overdue follow-ups, due this week, delegatable items, the one move to make today.
Weekly digest of high-intent prospects. Public records, life events, market signals. Returns the names worth the firm's time this week.
Same-day follow-up for every seminar, webinar, and workshop. The seminar ends, every attendee gets a personalized draft within 30 minutes.
Recap drafted from the Zoom transcript or in-person notes. Email to the client, activity log to the CRM, task list assigned by owner, calendar holds for follow-ups.
We don’t replace your stack. We read from it and write into it. The list below covers what most advisor firms run. If your firm uses something not listed here, the audit is where we figure out the adapter path.
Every output is a draft. Nothing auto-sends, nothing auto-files, nothing auto-trades. Drafts pass through the compliance posture your CCO sets during the audit: banned vocab, no-numbers-no-autosend, bereavement-suppression, fee-only content filters, the SEC Marketing Rule, and any firm-specific rules your CCO writes in.
The CCO sees fewer drafts and clears them faster, but the gate is still theirs. Every artifact carries a metadata trail: prompt, model, reviewer, approval status. On exam day, any AI-touched output is retrievable in under 60 seconds.
Three months after the build, the work is documented. Every skill ships with a runbook. Every prompt lives in your folder. Every integration runs on your stack. If you fire us tomorrow, the system keeps running and your team operates it without us.
Most firms either renew us as a Steward (light-touch, optional, month-to-month) or run solo from day 91. Both paths work. The system is yours either way.
See how the audit gets built for your firm.