Annual review coordinator
Books each household's annual review, then builds a prep pack from Wealthbox the day before.
Financial advisers
AI employees for financial advisers.
Independent advisers, planners and wealth teams. 9 Jameses to pick from, each set up in your own tools by our engineers, with you.
Early access. James writes to clients only once his messages are kept in your firm's archive, the way the SEC and FINRA require, and he never gives investment advice. Book a call and we will tell you where it stands.
Works in the tools you use
Account paperwork chaser
Chases new account forms waiting in DocuSign until every signature is in, and logs each step in Redtail.
Call notes writer
Turns each client meeting into a Wealthbox note with tasks, and drafts the follow-up email for your OK.
RMD reminder rep
Reminds every client with this year's RMD still open, from your firm's email, and logs it in Redtail.
Firm newsletter writer
Writes your monthly firm newsletter: team news, client events and office dates, with no market views.
Prospect follow-up rep
Follows up with prospects after a first meeting and offers a second one, until they book or say no.
Client file chaser
Finds client files missing a signed form, an ID or an updated profile, and asks each client for it.
Service request logger
Logs client requests from your inbox as Wealthbox tasks for your team and tells each client it is in hand.
Hiring coordinator
Logs applicants for your client service and paraplanner roles and books calls with the ones you pick.
Don't see your job?
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Also in professional services:Accounting firmsLaw firmsAgenciesRecruiting and staffingInsurance agenciesIT services
Every kind of business
Every flow is a starting point
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
Beyond the job, text him like a colleague
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.