Financial advisors spend 8+ hours per week on email. Client check-ins, compliance reviews, market questions — while your AUM sits unmanaged. That time has a dollar value. And it is enormous.
Book a call with Cal →Volatile market week. 40 client emails asking "should I sell?" You can not answer them all in time. Half your book feels ignored. The ones who don't hear from you? They start shopping for a new advisor.
Compliance review on every outgoing email. One wrong phrase — a guaranteed return, a forward-looking statement, an unqualified recommendation — and you are looking at an SEC inquiry. So you agonize over every word. That is slow.
Every hour on email is an hour not spent on portfolio management or prospecting. At $250/hr, your inbox is the most expensive employee in your practice. And it produces zero revenue.
During the last market correction, I had 35 client emails in one morning. My AI drafted compliance-aware responses to each one in my voice. I reviewed them in 20 minutes instead of spending 3 hours writing. Not one compliance flag.— Independent RIA, Scottsdale
Five-minute setup. We connect to your inbox with read-only access. Your credentials stay encrypted and never leave our servers.
The AI reads incoming emails, understands context, and writes draft replies that sound like you. It knows compliance boundaries and stays inside them.
Nothing sends without your approval. You stay in full control. One tap to approve, one tap to edit. Your compliance officer can audit the entire workflow.
Adjust the numbers to match your practice.
Trained to avoid SEC/FINRA red flags. No performance guarantees, no forward-looking statements, no specific recommendations in email.
When markets drop, the AI drafts calm, reassuring replies to every panicked client. You review and send in minutes instead of hours.
Quarterly touchpoints, birthday messages, annual review scheduling. The AI drafts them. You approve them. Clients feel attended to.
Rebalancing notifications, performance summaries, allocation change explanations. Professional, compliant, in your voice.
Every draft sits in your approval queue. You have full control. Edit anything. Reject anything. This is a drafting tool, not an autopilot.
The AI learns how you write. Your tone, your phrasing, your sign-off. Clients cannot tell the difference because there is none.
See what it feels like to clear your inbox in 20 minutes instead of 3 hours. No credit card required.
Book a call with Cal → Questions? Call Cal: (308) 249-6894