AI-powered Advisor Companion

Run Every Advisor Day Smarter with AI

Financial advisors are overwhelmed by time-consuming preparation, fragmented systems, and heavy compliance work that limits client engagement efficiency and growth. The AI-powered Advisor Companion acts as a co-pilot, preparing mission-critical insights, automating workflows, and seamlessly kicking off downstream activities for frictionless client onboarding and seamless account servicing. It works with you even while you are offline and helps boost productivity, enables more proactive, personalized advice, and ensures compliance in every step.

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Key Features of Advisor Universal Desktop

Intuitive dashboards

Get a unified, at-a-glance view of the book of business and key financial metrics.

Always-On Advisor Desktop Support

Get client and market insights from various systems and tools; ask questions in natural language and take action instantly.

Service requests

Automate and track service requests in real-time for faster resolution and improved client experience.

Client 360-degree view

Gain a holistic perspective of client interactions, transactions, and financial health.

Balances and holdings

Track account balances, investment holdings, and financial positions in one place.

Positions listing

Access real-time portfolio data to track investment positions, performance, and growth.

Activity tracking

Monitor client interactions and manage service requests efficiently.

Multi-custodian support

Simplify processes across multiple custodians with seamless data synchronization.

15+
hours/week

reclaimed for client engagement

30–50%
productivity boost

for advisors

Up to 40%
Reduction

in time spent on admin

> 30%
increase

in capacity to service clients

Check out our Advisor Companion Brochure to learn more

Download Brochure

Engagement AI Solutions for Wealth Management

Unified Onboarding
Unified Onboarding
Data Warehouse and Aggregation
Data Warehouse and Aggregation
Account Servicing
Account Servicing
Advisor Universal Desktop
Advisor Universal Desktop