The person who builds it is the person who runs it.
Advisor Intelligence is a one-person shop that builds custom AI for small firms, then keeps it running. No account managers, no handoffs.
What we do.
We work with small firms that handle sensitive client information and can't afford a leak. We build software that does the repetitive work their teams do by hand, and we run it for them once it's live.
Every engagement starts with a 20-minute call. You describe what's eating your team's time. We write a plain-English plan: what the system will see, what it will do, and where its output goes. You read it before any code is written.
The first working pieces go live within thirty days. We add new work each month and keep everything we built running. The records are yours. The system is yours.
How we work.
Every piece is written down before any code: what the system is allowed to see, what it is allowed to do, and where its output lands. That plan is the first thing you get, not the last. It is why the work holds up when someone audits it.
About Chris.
Chris started Advisor Intelligence around one problem he kept running into: small firms sit on sensitive client information they can't safely hand to an outside AI tool, so the work that would save them the most time is the work they can't risk automating.
The answer is a private, locked-down setup for each firm, plus a written record of everything the system does. The work is custom to your firm; the way it's protected is the same every time.
Every project is scoped by Chris, built by Chris, and run by Chris. When something needs attention, you get Chris. The work doesn't get handed off.