Review Meeting Agent
Quantifies the value your advice created and packages it for the review the client remembers.
- Wealth Advisory
- Wealth ROI — Wealth ROI Engine
- Wealth STAR
- 12 AI Agents
- Assembles recurring review packages and post-meeting action lists.
- 01
Assembles the recurring review package on your cadence.
- 02
Quantifies the financial impact of advice delivered since the last review.
- 03
Produces the post-meeting action list with owners and dates.
- Household plan and activity since last review
- Implemented recommendations
- Your review template
- A review-ready package
- A quantified Wealth ROI summary
- A post-meeting action list
Part of Wealth STAR.
Wealth ROI Engine
Quantify the financial impact of advice: tax savings, improved returns, and business value enhancement.
A wealth advisory operating system with AI-powered advisory intelligence and a Wealth ROI Engine.
Explore The SystemHousehold Onboarding Agent
Organizes statements, entities, and goals into one planning file.
Agent DetailClient Portfolio Agent
Monitors plan drift and flags planning opportunities across households.
Agent DetailPlan Drafting Agent
Builds first-draft financial plans in your firm's presentation format.
Agent DetailBusiness Owner Value Agent
Estimates enterprise value and readiness for owner clients.
Agent DetailSuccession Roadmap Agent
Drafts the transition sequence and tracks progress between reviews.
Agent DetailInvestments Agent
Investment Strategy & Portfolio Optimization.
Agent DetailTax Agent
Tax-Efficient Wealth Management.
Agent DetailEstate Agent
Estate, Trust & Wealth Transfer.
Agent DetailBusiness Owner Agent
Business Owner Wealth Planning.
Agent DetailRisk Agent
Risk Management & Asset Protection.
Agent DetailPhilanthropy Agent
Charitable & Philanthropic Planning.
Agent DetailFamily Advisory Agent
Executive Coaching & Family Advisory.
Agent DetailAI Intelligence Agent
AI-Powered Advisory Intelligence.
Agent DetailAI Value Agent
AI Value Driver Assessment.
Agent DetailScenarios Agent
Value-Uplift Scenario Modeling.
Agent DetailRevaluation Agent
Quarterly Revaluation & Timeline.
Agent DetailRoadmap Agent
Advisory Roadmap & Accountability.
Agent DetailBuyers Agent
Buyer Persona Value Architecture.
Agent DetailLiquidity Agent
Liquidity, Tax & Post-Exit Wealth.
Agent DetailFounder Agent
Founder Succession & Readiness.
Agent DetailGovernance Agent
Family Governance & Legacy.
Agent DetailNext Gen Agent
Next-Generation Readiness.
Agent DetailContinuity Agent
Crisis Response & Continuity.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.