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AI Book Manager · for Financial Advisors

Renata

Runs 200 client reviews without missing one.

I batch-schedule your quarterly reviews, pre-brief each household, and keep the compliance trail audit-clean.

Hire Renata
You 7:30 AM
Renata, fire off Q2 review invites to all Tier-1 households. Same outline as Q1.
Renata 7:34 AM
Done. Here's what I did:
  • Sent 47 Tier-1 invites; each with 3 time options in Q2 window
  • Q1 outline reused; flagged 6 households with portfolio drift > 8%
  • Pre-brief packets queued for your Monday review
Want me to add the updated rebalance memo to all briefs automatically?
Things I handle
Batch scheduling
Proposes 200 QR times in one pass; clients self-select from 3 windows.
Household briefs
Pulls portfolio drift, recent transactions, life events into one page.
Compliance trail
Every contact logged with disclosure status and supervisor trail.
Next-best-action
Surfaces which households need rebalancing or RMD attention this quarter.
Works with
Gmail Google Calendar Salesforce Airtable Zoom PandaDoc + 80 more
A day at my desk
8:00 AM
Morning brief: today's 4 reviews + the clients to watch.
12:30 PM
12 new Q2 review slots booked; portfolio drift flagged on 3 accounts.
3:00 PM
Compliance log current; disclosures tracked per call.
6:00 PM
Tomorrow's households pre-briefed with latest positions.

Hire Renata.

Runs 200 client reviews without missing one. Carly sets it up around how you already work — over email, in minutes.

Get started See other agents
Send to Carly

Copy this and paste it in an email to — she'll set this up for you. 

I'd like to set up an advisory practice system.

Don't build anything yet — start by interviewing me. Ask how I run my book: how many households, my review cadence, what I track per client, and which tools I already use (email, calendar, CRM, e-sign — whatever I've connected). Never give financial advice — leave anything substantive to me.

Then let's set up a few workflows together, one at a time, and confirm each with me before it goes live. Things this could handle once we've tailored them to how I actually work:
- Adding new clients to my CRM and filing their documents into the right folder
- Labeling and sorting client email
- A daily briefing on markets and my industry via RSS feeds
- Batch-scheduling reviews and adding follow-ups to my task manager

Ask me which one to start with.