Productivity & AI Assistants
AI analyzes client data, auto-generates planning recommendations & tax strategies.
AI planning analysisTax strategy generationInsurance gap analysisClient-friendly reports+2 more
Contact for pricing
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Productivity & AI Assistants
5 Tools
AI writing assistants, meeting notes, workflow automation, and research tools
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5 toolsProductivity & AI Assistants
AI meeting assistant: transcripts, summaries, CRM auto-population.
Meeting recording & transcriptionAI summariesAction item extractionCRM auto-population+2 more
From $49/mo per advisor
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AI in Office: emails, docs, Excel analysis, PowerPoint, Outlook.
Email drafting in OutlookDocument summary in WordData analysis in ExcelPresentation creation in PowerPoint+2 more
$30/user/mo (add-on to M365)
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Secure team ChatGPT: custom GPTs, admin controls, data privacy, shared workspace.
Data privacy (no training)Admin consoleShared custom GPTsHigher message limits+2 more
$25-30/user/mo
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AI for CFPs: curriculum-aligned analysis, gap detection, plan generation.
CFP curriculum alignmentPlanning gap detectionAuto-generate recommendationsClient-ready plan output+2 more
From $199/mo per planner
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