Advisor IntelligenceYour personal AI coach
for your advisory practice.
60+ ready-to-use templates, step-by-step guides, and workflows you copy into your own AI tool alongside your client emails, portfolios, and meeting notes. We walk you through everything.
Free during early access · No credit card required
Designed for advisors at every firm type
The platform
Four tools. One platform.
Everything you need to use AI in your practice, without the learning curve.
AI Templates
60+ professional templates you copy into your own AI tool alongside your client data. Emails, portfolio holdings, meeting notes. The template tells the AI what to do. Your context makes it specific.
Document Builder
NEWGenerate polished, client-ready documents you used to spend hours formatting by hand. Plan summaries, review packages, welcome packets. Organized, clear, and jargon-free.
How-To Guides
Go from “I’ve heard about AI” to actually using it. 18 guides plus 20 step-by-step workflows covering prompt engineering, model selection, and real advisor tasks. Written for advisors, not engineers.
Deep Analysis
POWERWhen a client walks in with a complex tax situation or multi-generational estate, these templates push the AI to its full capacity. Multi-step analysis frameworks for real advisory work.
Proof, not promises
See it in action
A real workflow from the Deep Analysis toolkit. The kind of heavy lifting that separates good advisors from great ones.
Multi-Generational Wealth Transfer Planner
Without AI
Pull up the estate docs. Cross-reference current exemption limits. Research trust structures that fit their family. Build a spreadsheet comparing gifting strategies. Draft talking points for the attorney meeting. Double-check SECURE Act rules for the inherited IRAs.
Time: 2 to 3 hours across multiple sessions, plus a follow-up call with the estate attorney.
With Advisor Intelligence
Select the template. Enter net worth range, family structure, asset types, and transfer priorities. Copy the personalized template. Paste into your AI tool.
Get a complete analysis: estate tax exposure, trust comparisons, gifting strategies, SECURE Act implications, and a phased implementation plan.
Time: 3 minutes to generate. Walk into the attorney meeting fully prepared.
Sample AI output (excerpt)
ESTATE TAX EXPOSURE ASSESSMENT
Combined estate: ~$6.8M
2026 federal exemption: $13.99M (per individual)
Current federal exposure: Below threshold
⚠ Note: If the exemption sunsets to ~$7M in 2026 as scheduled, the Andersons would be at or above the limit. Planning now is critical.
RECOMMENDED TRUST STRUCTURES
1. Spousal Lifetime Access Trust (SLAT)
Purpose: Move assets out of the estate while retaining indirect access
Benefit: Uses exemption now before potential sunset
Consideration: Both spouses cannot create reciprocal SLATs
2. Grantor Retained Annuity Trust (GRAT)
Purpose: Transfer appreciated assets at near-zero gift tax cost
Ideal for: The concentrated stock position ($1.2M in employer shares)
GIFTING STRATEGY
Annual exclusion gifts: $19,000/recipient (2025)
With 2 children + 3 grandchildren: $190,000/year as a couple
529 superfunding: Up to $95,000 per grandchild (5-year election)
IMPLEMENTATION PRIORITY
Phase 1 (30 days): Update beneficiary designations, begin SLAT discussion with estate attorney
Phase 2 (90 days): Establish GRAT for concentrated position, initiate annual gifting program
Phase 3 (6 months): Review life insurance for estate tax liquidity, coordinate with CPA on income tax implications
Analysis prepared for the Anderson family by Sarah Chen, CFP® at Clarity Wealth Advisors
Note: This is an educational analysis framework. Coordinate with estate attorney and CPA before implementation.
This analysis was generated in under 3 minutes. Sarah’s name, firm, credentials, and communication style were auto-injected from her profile.
How it works
Template + your data = done.
Find the right template
Browse 60+ templates across 11 categories. Each one is personalized with your name, firm, credentials, and communication style automatically.
Add your context
Paste the template into your AI tool alongside your own data. The client email you’re responding to, their portfolio summary, meeting notes, or account details. The more context you add, the better the output.
Get polished, specific output
Your AI tool combines our template with your real client data to produce personalized, compliance-aware content you can actually use. Minutes instead of hours.
Not sure where to start? We’ll coach you through it.
You don’t need to be a tech person. Guides, workflows, and best practices built for financial advisors who want to use AI but don’t know where to begin.
Guides: Learn AI Fundamentals
18 guides covering prompt engineering, model selection, and compliance. Written for advisors, not engineers. Start from zero and build real skills.
Workflows: Step-by-Step Playbooks
20 real-world workflows that show exactly what to do. Which template to use, what context to paste in, and how to review the output before sending.
Context Is Everything
The more context you give your AI tool, the better the output. Paste in the client email, portfolio summary, or meeting notes alongside the template for specific, actionable results.
Template categories
Every part of your practice. Covered.
Your data stays yours. Templates copy to your clipboard and get pasted into your own AI tool. We never see your client information.Learn how it works →
Document Builder
The documents your clients actually read.
No jargon. No walls of text. Generate clear, organized client documents that look like you spent hours on them. Under three minutes.
Financial Plan Summaries
Clear, branded overview documents that summarize the entire financial plan for clients.
Portfolio Review Reports
Quarterly and annual review packages with performance context and talking points.
Client Welcome Packets
Professional onboarding materials that set expectations and build confidence.
Educational Handouts
Topic-specific explainers for estate planning, tax strategy, retirement, and more.
60+
Ready-to-use templates
11
Practice areas covered
20+
Client document templates
38
Guides and workflows
< 2 min
Copy to finished output
Pricing
Free during early access.
We’re building a complete AI toolkit for advisors. Right now, everything is free. No credit card, no catch.
Early access users will be notified before any pricing changes.
Frequently asked questions
Does my client data touch your servers?
No. Templates are copied to your clipboard and pasted into your own AI tool. We never see your client data. You can include client details like portfolio holdings and account information. Just make sure your firm has approved the AI tool you’re pasting into.
Why not just use ChatGPT directly?
You can. But writing a good prompt from scratch takes 10 to 15 minutes, gives you generic output with no compliance awareness, and doesn’t carry over to your next task. Our templates handle the prompt engineering for you. Your name, firm, regulatory context, and communication style are built in every time.
Will this sound like me?
Yes. During setup, you share your firm type, client base, and preferences. Your name, voice, and firm context are woven into every template.
What if my firm restricts AI tools?
We built this as a drafting tool. You review everything before it goes to clients. Most firms are fine with that. If you’re unsure, check with your compliance team.
Will this always be free?
We plan to introduce paid plans at $50/month in the future. Early access users will be the first to know before any changes.