Meet advisors in the workflow
Make approved strategy intelligence available when an advisor is reviewing a client, portfolio, plan, meeting, or opportunity.
AI for asset managers
Accelerate allocation. Govern the message.
Embed approved asset-manager intelligence directly inside advisor workflows so answers arrive faster, positioning stays consistent, and distribution becomes measurable.
The virtual wholesaler
Scale distribution without scaling every manual touchpoint.
A governed, strategy-aware agent trained on approved content and disclosures can answer advisor questions inside the workflow, support the field team, and keep the message aligned.
Support the field team
Give wholesalers consistent answers, relevant context, and prepared talking points before and after advisor conversations.
Keep positioning current
Update source content, disclosures, and guidance centrally so governed experiences reflect the current message.
Allocation intelligence
Find opportunity across the advisor book.
Overlay approved strategies against real portfolio and household context so advisors and distribution teams can identify where a strategy may fit, why it may fit, and what to do next.
Connected contextPermissioned data
ReviewableTraceable
Fit
Use real context
Move beyond generic segmentation by evaluating relevant exposures, concentration, cash, drift, goals, and tax considerations.
Rationale
Explain the match
Prepare a reviewable reason for fit using approved positioning, supporting content, and required disclosures.
Action
Focus the conversation
Help advisors and wholesalers prioritize the households and conversations most relevant to the strategy.
Compliance-embedded content
Accelerate thought leadership with compliance built in.
Bring regulatory-aware generation and review into the content workflow for commentary, white papers, blogs, social posts, advisor emails, and campaign materials.
Identify risky language, missing disclosures, unsupported claims, and firm-specific policy concerns before distribution.
Help teams draft and revise content using approved positioning, source material, and the applicable review framework.
Keep marketing, compliance, and business owners in control of what is edited, approved, and released.
Preserve relevant source material, generated language, edits, decisions, approvals, and distributed output.
Governed distribution
Make the message consistent and the influence measurable.
Connect distribution, marketing, and compliance around one approved intelligence layer, then learn which strategies and messages advisors use.
Govern the message
- Centralized asset-manager positioning across advisors and wholesalers
- Disclosure-aware language embedded directly in each response
- Permissioned updates to positioning across the network
Measure allocation influence
- See which strategies advisors reference and share
- Identify messaging themes that support engagement
- Close the feedback loop across distribution, marketing, and compliance
The business objective: expand advisor coverage, shorten the path from question to allocation decision, focus wholesalers on the best opportunities, and increase strategy penetration without sacrificing governance.
Explore the business impactComing soon
A daily dossier for distribution teams.
An asset-manager intelligence layer designed to surface advisor signals, positioning shifts, exposure changes, and market sensitivities aligned with your strategies.
From intelligence to allocation
Bring your strategies into the advisor’s point of action.
Deploy a Virtual Wholesaler, identify potential allocation opportunities, govern content, and measure how strategy intelligence moves through the advisor network.