Grow AUM without growing your admin burden

AI-powered prospect engagement, client service, and referral automation that helps you grow your book of business without sacrificing service quality.

71%

of high-net-worth prospects choose their advisor based on responsiveness, not returns

Source: Kitces Financial Planning Survey 2025

Sound Familiar?

The problems keeping you up at night

❌ Prospective clients expect immediate follow-up — but you're in back-to-back client meetings all day
❌ Annual reviews, rebalancing alerts, and tax-loss harvesting reminders fall through the cracks
❌ Client referrals are your #1 growth channel but you never ask systematically

Financial Advisor Automation

Here's how we fix it

Prospect Speed-to-Lead

AI responds to website and referral inquiries immediately — qualifying and booking consultations

Client Milestone Alerts

Automated birthday greetings, life event check-ins, and review scheduling that deepens relationships

Tax Season Outreach

Automated year-end planning reminders, tax document collection, and contribution deadline alerts

Referral Cultivation

Systematic referral request campaigns triggered after positive client interactions

The Math

What this looks like for your bottom line

Without Automation

$20,000/mo in lost AUM growth from slow prospect follow-up

→

With Robot Friends

$7,500/mo in additional fee revenue from faster conversion

Within 60 days

Ready to stop leaving money on the table?

Book a free 15-minute discovery call and see exactly how automation can work for your Financial Advisors business.

Grow Your Book

No commitment. No pressure. Just a clear plan.

A business owner just inherited $500K and needs guidance...