Integration
AI Co-Pilot for Financial Advisors
Give advisors a private AI co-pilot that preps every client meeting, answers from the household’s full context, drafts follow-ups, and automates reporting — built on your data, kept secure.
An AI co-pilot for financial advisors automates the work around client meetings: it assembles meeting prep from the household’s portfolio, plan and CRM history, answers questions from that context, drafts the post-meeting follow-up and notes, and automates recurring reporting (e.g. Orion) — all from a private knowledge base inside your environment, so advisors spend their time advising.
The problem
The prep-and-admin tax on every advisor
For each client meeting an advisor (or their associate) assembles the picture by hand: current portfolio, the financial plan, what was discussed last time, open items. Afterwards comes the write-up — notes, follow-up tasks, and the reporting. It’s necessary, it’s repetitive, and it scales with the book, so the best advisors end up rationed by admin.
The co-pilot does that work. It pulls the household’s full context into meeting-ready prep, answers questions across the plan and history during prep, drafts the follow-up and notes afterwards, and automates the recurring reports — so the advisor’s time goes to the relationship.
The solution
Where automation removes the friction
Answers from the household’s full context
Built as a private RAG over your own data — portfolios, plans, CRM notes, prior meetings — the co-pilot answers an advisor’s questions from the actual household context, with the source attached, instead of a generic model guessing. It connects to your stack (CRM, planning, and reporting such as Orion) so prep and reporting reflect live data.
Private and secure by design
It runs inside your environment on your data, with role-based access and audit logging. Client financial data never leaves your boundary or trains a public model — non-negotiable for a fiduciary.
Example workflows we build
- Automated client meeting prep from full household context
- Private RAG Q&A over portfolios, plans & CRM history
- Post-meeting follow-up & note drafting
- Orion / advisor reporting automation
- Audit logging across co-pilot actions
The results
The commercial impact
Our approach
From manual to automated
- 01Map the advisor workflow
We document meeting prep, the data sources, and the follow-up and reporting steps that consume time.
- 02Build the private co-pilot
A RAG over your portfolios, plans and CRM history, connected to your stack (CRM, planning, Orion).
- 03Automate prep, follow-up & reporting
Meeting-ready prep, drafted follow-ups and notes, and recurring report generation — with advisor review.
- 04Deploy securely
Go live inside your environment with role-based access and audit logging.
Why a custom build beats off-the-shelf
- Answers from your households’ real context (private RAG), not a generic model.
- Connects your CRM, planning and reporting (e.g. Orion) for live prep and reports.
- Runs inside your environment; client data never leaves or trains a public model.
- Advisor reviews drafts — the co-pilot accelerates, it doesn’t decide.
Frequently asked questions
What does the co-pilot do before a client meeting?
It assembles meeting-ready prep from the household’s full context — current portfolio, the financial plan, prior meetings and open items — so the advisor walks in ready instead of spending an hour gathering it.
How is it different from ChatGPT?
It’s a private RAG built on your own data, so it answers from the actual household context with sources attached — and it runs inside your environment. A public chatbot has neither your data nor the security a fiduciary needs.
Can it automate our Orion reporting?
Yes — recurring report generation (e.g. Orion) is part of the build, alongside meeting prep and follow-ups, with advisor review before anything goes out.
Is client data safe?
It runs inside your environment with role-based access and audit logging; client financial data never leaves your boundary or trains a public model. We work under NDA.
How long does it take?
Most co-pilot builds go live in 8–12 weeks depending on the data sources we ingest and your security requirements.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.