AI Team Assistant for Wealth Management. Associates find the procedure without asking the operations lead.
AI Team Assistant answers your staff from internal documents clients never see: how to process a beneficiary change, which custodian form opens a trust account, who covers which household during vacations, the escalation path for a complaint. Each answer shows its source, so a new associate learns where the firm keeps its procedures.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load our operations manual and custodian procedures as staff-only knowledge.”
Lisa“Done: the operations manual and custodian procedures are loaded as internal-only knowledge, answered for staff and never shown to clients.”
Any setting, in any module · applied only on your yes
How Wealth Management use it
An associate asks which form the custodian needs for a transfer-on-death designation and gets the procedure page.
During tax season, staff ask the cutoff for corrected tax-document requests and get the operations memo it comes from.
A new advisor asks how the firm handles a client complaint and receives the internal escalation steps with their source.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Wealth Management: questions & answers
Can staff at an advisory firm ask an AI about internal procedures?
Yes. AI Team Assistant answers from the internal documents you load, such as your operations manual and custodian procedures, and cites the source. That material is never shown to clients.
Does the team assistant answer investment questions?
No. It answers procedure, form and policy questions from your internal documents; investment decisions stay with your advisors. It cites the page each answer comes from.
How is the team assistant kept current?
Replace a document and the answers follow the new version. Every answer cites its source, so staff can open the page behind it.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
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 ›
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