AI Assistant for Financial Advisors
More client face time, less prep and scheduling grind
Carly schedules reviews across your whole book without booking links, briefs you before each meeting, and drafts the follow-up after. Advisors lose five to ten hours a week to prep, notes, and CRM admin, and Carly takes that off your plate.
Try Carly →Set up in 2 minutes.
The busywork financial advisors know too well
Reviews at scale, without cheapening the touch
Coordinating quarterly reviews across 100+ clients is a huge admin burden, and a booking link feels wrong for a high-net-worth relationship. Carly reaches out personally on your behalf and coordinates all of them like a dedicated assistant would.
Prepping for every meeting eats your day
Walking into a review cold means digging through the CRM, recent emails, and market news beforehand. Carly assembles a concise pre-meeting brief on each client and what's changed, so you're ready before you sit down.
Follow-ups and action items slip through the cracks
After back-to-back meetings, recap emails and next steps get delayed or forgotten. Carly drafts the follow-up with action items right after each meeting and keeps your inbox from burying them.
See Carly in action
An advisor wants to schedule a quarterly review and walk in prepared
Carly, set up a 45-min Q1 review with the Hendersons in the next two weeks, and prep me before it.
I emailed the Hendersons three slots over the next two weeks and will lock it once they confirm. The morning of the meeting I'll send you a brief covering their last review notes, recent portfolio changes, and any relevant market news. Want me to draft the follow-up email afterward too?
What Carly handles for financial advisors
- Quarterly portfolio reviews
- New client consultations
- Pre-meeting client briefs
- Post-meeting follow-up emails
- Prospect research
- Inbox triage
- Compliance-deadline reminders
Financial Advisors who use Carly save 6-10 hours per week on scheduling and admin.
Works with the tools you already use
Carly connects to Google Calendar and Outlook natively. It coordinates meetings with anyone, regardless of what calendar system they use.
Frequently asked questions
Can Carly schedule quarterly reviews at scale?
Yes. Give Carly your client list and it sends personalized scheduling outreach to all of them, spreading meetings across your available time to avoid back-to-back overload. Clients feel like you have a dedicated assistant, not a booking link.
Can Carly prep me before client meetings?
Yes. Carly researches the client and relevant context and sends you a concise brief before each review, so you walk in informed instead of spending an hour digging through the CRM and your inbox.
Can Carly draft follow-ups and help manage my inbox?
Yes. Carly drafts and sends follow-up emails with action items after meetings, and helps triage your inbox so client requests and time-sensitive items don't get buried. You can set up recurring workflows in plain English.
Is client data secure with Carly?
Carly works from calendar availability and the context you give it. It does not access account numbers, investment portfolios, or financial account data, so sensitive information stays in your custodial and planning systems.
Does Carly integrate with my CRM and planning software?
Carly coordinates across Google Calendar and Outlook, which sync with tools like Redtail, Wealthbox, and Salesforce. It integrates with 260+ apps natively, and you can connect any other platform by adding your own API key.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."