AI Quoting for Wealth Management. Fee quotes for financial planners, sent on your yes
AI Quoting prepares fee quotes for financial planners from your own fee list: a household asks for a financial plan or a retirement projection by phone, chat or form, and the quote is drafted from the services you publish. Nothing reaches the household before your yes, and they accept by name and pay the way your firm allows.
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7 days free · per company, never per seat · nothing to install
Your yes
Quotes the AI drafted during calls and chats, each priced from your list and waiting for an advisor to preview and approve.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Make our planning quotes valid for 30 days.”
Lisa“I'm making planning quotes valid for 30 days instead of fourteen, counted again from every yes. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Wealth Management use it
A couple asks on Saturday what a full financial plan costs; Monday the quote from your fee list waits for your yes.
A prospect asks for a lower planning fee; the AI says the published fee holds and offers a meeting with an advisor.
A business owner's planning quote leaves on Friday; the next day a short note asks whether it arrived, with her link to accept.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
- Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
- Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
- Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
- Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
- Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
Planning fees
Financial planning fee quotes from your own fee list
Priced from your list
Each planning service you offer, a full plan, a retirement projection or an hourly session, carries the fee your firm set, read by code and never invented.
Your yes first
Preview & authorize shows every line and the total before anything reaches the household; Revise makes a new version that waits for your yes again.
Accepted and paid online
For online acceptance of planning fees, the household opens their own page, accepts by name and pays by card through your own account, by bank wire or the other ways you offer.
Invoiced when it is paid
The moment the payments reach the total, the invoice leaves with a number from your own series, and your billing desk is told.
Set-up
Quote software for financial planners in 2 minutes
Your fee list
Add the planning services you publish, each with its fee, as articles of your inventory, so the AI quotes only what is on the list.
Your approval rule
Keep every quote waiting for an advisor's yes, which is the default, or set a ceiling under which new quotes from the list go out alone.
Your letterhead and terms
Choose Classic, Modern or Minimal, add your logo and the firm's color, and write the ways households may pay you.
A week of real requests
Try the Front Office free for 7 days with no credit card and send your first planning quote the same day.
Questions & answers
AI Quoting for Wealth Management: questions & answers
Does the AI work out a planning fee from what a household owns?
No. Every line is read from your own fee list by code, never calculated by the AI. A service that needs an advisor's price waits under Price the lines for that advisor, and a fee based on assets stays a conversation with a person.
Can a prospect ask for a fee quote by phone?
Yes. For planning engagement quotes for advisors, the AI answers the call or the chat, asks which service the household wants, such as a one-time plan or an hourly session, and drafts the quote from your list; it waits under Awaiting your yes.
How does a household accept the quote?
On their own page, with your letterhead: the services, the total, the ways to pay you offer and Accept. They type their name to accept, and the name and the time are the record.
What happens when a prospect asks for a discount?
The AI says politely that your published fees hold, in the prospect's language. A change to the money a person asks for never goes out alone; an advisor decides, and any revision waits for your yes.
Are fee quotes followed up after they are sent?
Yes. Day one asks whether the quote arrived, a later step reminds before the validity ends, and a call step stays off until you switch it on. The follow-up stops when the household pays or declines.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
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