Advisor · Client
Meeting preparation
Assemble relationship, planning, portfolio, activity, and open-task context into an advisor-ready brief.
Explore this workflow →Connected wealth workflows
Turn firm context into governed, repeatable work.
Build workflows that combine specialized intelligence, deterministic steps, human review, and action across advisor, client, operations, and enterprise teams.
Workflow library
Explore practical starting points.
Filter by the teams and moments you want to improve. Each workflow can be configured around the firm’s systems, policies, roles, and review model.
Advisor · Operations
Meeting follow-through
Prepare structured notes, CRM updates, tasks, client communication, and the next approved workflow.
Explore this workflow →Advisor · Client
Client communication
Create context-grounded drafts with configurable language guidance and a clear human-review step.
Explore this workflow →Advisor · Enterprise
Planning comparison
Coordinate deterministic calculations, assumptions, explanations, and review for scenario-based client planning.
Explore this workflow →Operations · Enterprise
Supervised exception routing
Identify incomplete or exceptional work and route it to the correct reviewer with the relevant context attached.
Explore this workflow →Advisor · Operations
CRM opportunity view
Surface relationship signals, business context, open commitments, and workflow state in a role-specific view.
Explore this workflow →Operations · Enterprise
Onboarding coordination
Connect intake, required information, ownership, review gates, client communication, and status monitoring.
Explore this workflow →Enterprise
Firm knowledge assistant
Bring approved internal guidance into a bounded experience with source context, permissions, and escalation paths.
Explore this workflow →Advisor · Enterprise
Custom firm application
Combine reusable data, tools, skills, controls, and workflow state in a purpose-built software experience.
Explore this workflow →Workflow design principle
Not every step needs tokens.
Use AI where interpretation and reasoning help. Use deterministic software where repeatability matters.
1. Gather the right context
Select only the information relevant to the role, client, workflow state, and task.
2. Apply intelligence selectively
Use specialized AI for interpretation, organization, drafting, and supported judgment.
3. Enforce deterministic controls
Use required fields, calculations, permissions, rules, and review gates when consistency is required.
4. Keep people accountable
Place human decision-makers at the appropriate points for review, approval, exceptions, and consequential action.
Start with real work
Bring us the workflow your firm is tired of working around.
We’ll map the context, decisions, rules, review points, and systems involved.