Turn client chaos into organized intelligence
Tools to align portfolios with client values
AdvisorCore is a suite of AI-powered assistants that will transform scattered documents, meeting notes, and portfolio data into a synchronized practice that catches what humans might miss.
Meeting Assistant
Automatically prepare, record, and summarize client meetings.
Document Assistant
Extract information, build a
Dossier, autofill PDF forms.
Portfolio Assistant
Streamline portfolio analytics and proposal generation.
Meeting Assistant
Our Meeting Assistant acts as a sophisticated digital partner in client relationships, providing intelligent note-taking and meeting preparation that integrates seamlessly with CRM systems like Wealthbox and Redtail.
By generating pre-meeting briefings that combine document insights with relationship history, advisors enter every conversation fully prepared.
The system creates detailed meeting summaries with actionable insights and automatically identifies key discussion points and follow-up items, ensuring no important detail slips through the cracks.
Pre-Meeting Briefing
Automatically receive a pre-meeting prep straight to your inbox for each client meeting on that day.
Sync Calendars
Automatically import calendar events from your CRM or your video platform.
Notetaker
Invite our Meeting Assistant bot into your meetings to record and analyse your client conversations.
Transcription
Our Bot automatically transcribes the conversation and extracts a list of speakers.
Meeting Summary
Receive a detailed summary and follow-up email draft, ensuring no important detail slips through the cracks.
Key Insights
Get a detailed table of all key information.
Automated Tasks
Instantly receive actionable items that are synced to your CRM.
Document Assistant
Automates extraction and analysis across document types while validation data accuracy and completeness.
By simplifying client onboarding and form-filling processes, the Document Assistant significantly reduces errors and NIGO rates.
W-2, W-4, 1040, 1098, 1099...
Driver's license, passport, state ID...
APEX, Charles Schwab, Fidelity...
Insurance policies, personal bills...
Dossier
By maintaining this comprehensive view, advisors can quickly access the full context of a client's financial picture and deliver more informed, personalized advice.
Autofill Forms
Use your pre-mapped templates with this integration
Portfolio Assistant
Upload client statements to automatically extract data, add personalized risk and values information, and compare portfolios with clear analytics on volatility and performance.
With one click, you can generate professional, branded proposals that compare options side-by-side—turning complex client conversations into straightforward, compelling presentations in minutes.
.png)
From any custodian
Pre-built portfolios firm-wide
From conservative to aggressive
Specific client metrics that connect to their world view
Portfolio Analysis
Additionally, build multi-year tax transition plans with specific budgets with with the ability to download the trade lists.
Proposal Generation
Full control over the file
To use anywhere you need
Toggle what analytics you want to highlight in the discusison
%20(1).png)
ValuesCore is the center of what we do. Values-based solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores.
Behavioral Values Questionnaire
Use our client questionnaire to start conversations, understand client investment preferences, and generate leads.
See Example QuestionnairesImpact Reporting & Metaphor Reports
Diagnose and showcase your client's values alignment against another portfolio or benchmark. Additionally, utilize metaphor reports to share tangible impact with client's.
.png)
View Example ReportFund Screening and Research Tools
Use our Fund Screener to find investments aligned with your client's values and financial goals. Also, create investment universes ties to their values with the Company Screener.
.png)
Discover our Tools"NoScore" Data
We don't use ratings or scores. Instead, we provide transparent, usable numbers for you to make the best decisions for your clients.
.png)
View Score Examples