Branded conversational onboarding + doc vault + audit log for RIAs and insurance brokerages. Client walks through every form, KYC, custodian paperwork with an AI concierge. Advisor gets a signed packet. 14-day build.
Onboarding is 4-8 hours of paperwork that scares off new clients
Your Redtail / Wealthbox stores contacts but doesn't do the work
Compliance requires audit trail — you assemble it manually every quarter
Your senior advisors are 55+ and won't touch a new tool
Illustrative math based on the buyer profile above. Every engagement starts with a real-numbers audit so the projection is your numbers.
"Compliance dread is the moat. Our audit log is already SOC-2 grade — you'd pay $50k+ to build that from scratch."
Documented review of your onboarding, disclosure, and record-retention posture.
Reserve wedgeOur productized flagship for financial advisors & insurance brokers. Same four-agent core — intake, onboarding, scheduling, triage — engineered for your industry, branded to your firm.
Open a channelWe productize the same four-agent core — intake, onboarding, scheduling, triage — and re-brand it per industry. Fixed price. 14-day delivery. Your logo on it.