Product Roadmap
Transparent about where we're going.
Every advisor tech company promises AI. Here's exactly what we've built, what we're building next, and where we're headed. No vaporware. No timelines we can't keep.
Available Now
What you can use today.
68 Templates
Across 8 workflow categories. Meeting prep, follow-ups, client emails, prospecting, content creation, and more.
AI Coach
Your personal AI assistant, powered by Claude. Ask questions about your practice, get instant guidance.
Document Builder
20 document templates for proposals, onboarding packets, and client deliverables.
Action Plans
20 scenario-based action plans for common advisor situations. Step-by-step guidance.
How-To Guides
18 tutorials covering AI implementation, template usage, and practice optimization.
Zero Data Risk
Client data never enters our platform. Copy, paste into your firm's AI tool, done.
The Evolution
Templates today. Connected AI tomorrow.
The advisory industry is moving toward AI connected to CRMs, email, and books of business. We're building toward that future — and your templates come with you.
Copy-paste templates
- •68 templates across 8 workflow categories
- •Copy from us, paste into Copilot with your context
- •Works with any AI tool, any firm, any custodian
- •Zero data risk — client data never touches our platform
- •Immediate value in under 2 minutes
Context-enriched templates
- •Optional CRM connection (Wealthbox, Redtail, Salesforce)
- •Templates auto-fill with client history and meeting dates
- •Portfolio summaries pulled from your systems
- •You still review and approve everything
- •Same zero-data-risk architecture — connections are read-only
Connected AI workflows
- •Meeting prep generated before you ask
- •Follow-up drafts from meeting transcripts
- •Proactive communication based on client life events
- •Multi-channel content scheduling
- •Your communication layer, fully connected
The Insight
Connected AI makes templates more powerful, not less.
Connected AI platforms answer questions about your data. We create the communication your clients actually receive. The more context your systems provide, the better your templates perform.
Template without CRM context
You provide context manually
Template with CRM context
Your CRM provides context automatically
Same template. Richer context. Better output. That's the connected AI advantage.
Our Philosophy
What we're not building.
We believe in doing one thing exceptionally well. Here's what will always stay outside our scope.
Portfolio management
Financial planning
Tax analysis
Risk assessment
Compliance monitoring
Your eMoney builds the plan. Your Holistiplan analyzes the return. Your Riskalyze assesses the risk. We handle the 15 hours a week of communication and documentation that none of those systems cover. That doesn't change with connected AI — it gets better.
Industry Context
The advisor AI market is accelerating.
$363M+
Recent VC funding in AI-for-advisors tools
63%
Of RIAs now using AI tools (Schwab 2026)
46%
Of advisors experimenting with AI (FSI 2026)
Morgan Stanley has 16,000+ advisors on internal AI. Altruist raised $152M for Hazel. Jump raised $80M. The question isn't whether AI will connect to your systems. It's who builds the communication layer on top of those connections.