Smart Advisor is the AI wealth command center for advisors who run their own practice — meeting notes, follow-ups, compliance, and client intelligence, handled automatically.
Independent advisors spend too many hours on note-taking, follow-ups, and compliance busywork — time that should go to clients. The large firms solve this with armies of staff and seven-figure software budgets. Solo and small practices get left behind.
We started Smart Advisor to close that gap. One platform that captures every meeting, drafts the follow-ups, tracks the family relationships that protect assets across generations, and keeps the compliance record clean — at a price a real practice can afford.
The values that shape every decision we make about the product.
Recordkeeping and supervision aren't afterthoughts. We build with the advisor's regulatory reality in mind from day one.
If software can do it, the advisor shouldn't have to. We turn meetings into notes, tasks, and follow-ups automatically.
The full platform, no tiering games. Flat for small firms, per-seat for larger ones. The price is on the page.
Designed and operated in the United States, with data hosted on U.S. infrastructure for the firms we serve.
We're the tool in the background. The client relationship — and the data behind it — belongs to the advisor.
Encryption, access controls, and monitoring built in — not sold as a premium upgrade.
Smart Advisor was built alongside working advisors — the solo CFP managing $60M, the three-person RIA juggling growth and supervision, the practice that nearly lost a major account because an heir was never engaged.
Those conversations shaped the product: the AI notetaker, the family tree that surfaces at-risk relationships, the supervisory queue, the WORM archive. Every feature earns its place by saving an advisor real time or real risk.
We're a focused team, based in the United States, building one thing well: the command center independent advisors deserve.
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