Wealth Management – Fee-Only RIA, $850M AUM | Meeting Notes & Follow-Up
A fee-only RIA with eleven advisors automated the work that follows every client meeting. The system captures the conversation, summarizes it, sends the recap to the client, records the notes in Redtail, and creates the follow-up tasks, whether the meeting took place in person, by phone, or on Zoom or Teams.
Wealth Management RIA – Unified Client Intelligence Platform
A $2.2B RIA with 20 advisors and a dedicated planning team replaced the daily hunt across custodian portals, Orion, eMoney, Redtail, email, and file shares with a single AI platform. The system understands each client, knows the firm’s processes, knows what should happen next, and coordinates or executes that work across the technology the firm already owns.
Revolutionizing Tax Recovery with AI
Teammate AI automated receipt review and financial-data analysis for J.P. Mohler. The solution enables faster, more accurate tax-recovery work for businesses, governments and nonprofit organizations while reducing the burden of manual document review.