The AI employee for financial advisors.
It runs the onboarding paperwork, the compliance documentation, and the review scheduling, so you spend your hours with clients, not in the back office. Built around your CRM and your compliance process.
Admin and compliance are taking your client time
For an independent advisor, the back office competes directly with billable client work and business development. Onboarding documents clients drag their feet on, compliance logging, review meetings that slip, it adds up to a second job that pays nothing. An AI employee takes the repetitive back office so your time goes back to advice and relationships.
of a typical 53.3-hour advisor week (about 22 hours) goes to administrative and back-office tasks
Kitces Researcha week on compliance administration for a typical independent book of 75-150 households
Independent advisor compliance reportingFigures cited are from third-party sources, linked above. They describe the industry, not Automatask results.
What it handles in an advisory practice
Repetitive, rules-based back office an AI employee can own, while you keep the advice:
Client onboarding documents
Sends, collects, and follows up on the onboarding paperwork clients delay, so new relationships start without the drag.
Compliance documentation
Logs and files the routine records your process requires, consistently and on time, ready for review.
Review-meeting scheduling
Books and confirms annual and quarterly reviews, and reschedules the ones that slip, so reviews actually happen.
Meeting prep & follow-up
Assembles the prep pack before a meeting and drafts the follow-up summary and action items after.
Proactive reminders
Tracks RMD deadlines, review dates, and key client milestones, and surfaces them before they become a problem.
CRM hygiene
Keeps client records, notes, and statuses updated so your CRM reflects reality without manual data entry.
How advisors automate without crossing a compliance line
Automation in a regulated practice works when you are deliberate about what it touches. The line is simple and safe.
Automate the process, never the advice
An AI employee handles collection, scheduling, documentation, and reminders, the rules-based work. Investment advice, suitability decisions, and anything requiring your judgment or licensure stay with you. Clients get faster service; your fiduciary role is untouched.
Start with onboarding, the most painful drag
New-client onboarding is document-heavy and predictable, which makes it the ideal first workflow. Automating the document collection and follow-up alone removes a recurring source of delay and frees your week.
Built around your CRM and custodian workflow
It connects to the CRM (Redtail, Wealthbox, and the like) and the tools you already run, automating the busywork between them rather than replacing your stack.
How you get one
From first call to a working employee.
Free diagnostic
A short call. We map where your hours actually go and find what an AI employee should take over first.
Built around your process
We build your employee around your tools and the way you already work, not a template, your employee.
It works, we improve
It starts taking over the agreed tasks. You supervise, we make it better every month.
Frequently asked questions
Only if you automate judgment, which we never do. The AI employee handles documentation, scheduling, and reminders. Anything requiring advice, suitability, or licensure is escalated to you. It supports your compliance process, it does not make compliance decisions.
Leave Your Number. We'll Call You Today.
Tell us what eats your time — we'll show you exactly what an AI employee could take over in your business. Free, no commitment.