WEALTH MANAGERS & rIAs
Focus on clients while AI handles the backend work
Streamline onboarding, automate data extraction, and surface insights from all your sources—manager docs, notes, research, CRM, and more
WEALTH MANAGERS & rIAs
Focus on clients while AI handles the backend work
Streamline onboarding, automate data extraction, and surface insights from all your sources—manager docs, notes, research, CRM, and more
WEALTH MANAGERS & rIAs
Focus on clients while AI handles the backend work
Streamline onboarding, automate data extraction, and surface insights from all your sources—manager docs, notes, research, CRM, and more
Reclaim your team's
most valuable asset - Time
Reclaim your team's
most valuable asset - Time
Let AI handle the operational work while your team focuses on advisory and client relationships
Let AI do the heavy lifting while your team focuses on what really matters - managers and investing decisions
Let AI handle the operational work while your team focuses on
advisory and client relationships
Automate client onboarding & processing
Automate client onboarding
& processing
Automate client
onboarding & processing
Cut onboarding time from days to hours with AI-powered extraction and data processing
Deliver exceptional
client service at scale
Create customized client updates with deep portfolio analysis to answer any question
Scale operations
without scaling costs
Handle larger client bases and portfolios with existing resources through intelligent automation
AI that understands
your funds and clients
Give your investment and client services teams instant access to all knowledge
Platform every wealth manager
needs to scale client service
Platform every wealth manager needs to scale client service
From automated onboarding to instant portfolio insights - all your essential
workflows
in one AI-powered platform connected to your data
From automated onboarding to instant portfolio insights - all your essential
workflows
in one AI-powered platform connected to your data
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals - all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-Effort Research Management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-Effort Research Management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
AI you can trust: 100% accurate
and fully transparent
Outputs with zero hallucinations - every response is fully auditable and includes
precise citations linking to the exact location in source documents.
AI you can trust: 100% accurate and fully transparent
Outputs with zero hallucinations - every response is fully auditable and includes precise citations linking to the exact location
in source documents.
AI you can trust: 100% accurate
and fully transparent
Outputs with zero hallucinations - every response is fully auditable and includes precise citations linking to the exact location in source documents.
Seamless integration with
your existing ecosystem
Seamless integration with your existing ecosystem
Ready to transform your wealth management teams?
See how Finpilot supercharges your team with AI and automations, so they can focus on what matters most - clients
Ready to transform your wealth management teams?
See how Finpilot supercharges your team with AI and automations, so they can focus on what matters most - clients
Ready to transform your wealth management teams?
See how Finpilot supercharges your team with AI and automations, so they can focus on what matters most - clients
© 2024 Finpilot. All rights reserved.
© 2024 Finpilot. All rights reserved.
© 2024 Finpilot. All rights reserved.