Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Time Machine for Wealth Management. Client timeline software for financial advisors

AI Time Machine is client timeline software for financial advisors, built into the AI Team Assistant: ask about a client and every dated moment of the relationship lines up, from the first inquiry to the last review. Each moment opens as it lives, with a recap built from the record, never read from a model's memory.

TRY AI TIME MACHINE FREENo credit card · Ready in 2 minutes

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Time Machine · Timeline

Timeline

From the first inquiry on the web to the latest e-mail, each moment of a relationship is laid at its date and time.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Go back to March and show what happened with this client.”

Lisa“The cursor is on March; I'm reading each moment of that month with its recap, starting from the first.”

You talk. Lisa sets it up. Applied only on your yes.

How Wealth Management use it

Before a family's annual review, the advisor steps through the year's mail, calls and meetings on one timeline.

A client asks when the firm sent her the fee letter; the answer cites the mail and opens it at its moment.

Before a partner takes over a relationship, the household's story is printed on the firm's letterhead for the file.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

The TIME MACHINE button: the count of dated moments an answer gathered
Lanes: mail, mailboxes, documents, calls and bookings, records, calendar, pictures
The jog knob: first, previous, play, next, last, by moment, day, week or month
The pane: the moment as it lives, the passage lit
A recap per moment: built from the record itself
Dates in the file: a document at the date written in it
Refresh from the records: what came after, marked new
Print the story: the chronology on your letterhead

Add it to AI Team Assistant or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Time Machine does, for every business ›

Works withAI File Cabinet AI Chat for your team AI E-mail AI Calls Transcripts

In order

A client history timeline for advisory firms, moment by moment

One lane per kind

Mail, documents, calls and bookings, records and the calendar each sit in their own lane, every moment a marker at its date.

The moment as it lives

Open a moment and read the client's e-mail, the lit passage of a signed agreement or the transcript of a review call, right where it is kept.

New moments marked new

New mail and documents that arrive after the answer are laid on the same timeline marked new, so the client relationship history for RIAs keeps growing.

Who said what, and when

Ask which advisor told the client about a fee change, and when; the reply cites that e-mail or call and opens it at its moment.

Set-up

Household chronology for wealth management in 2 minutes

Nothing to build

The Time Machine reads what the Team Assistant already reads, so the firm's mail, files and calendar are on it from the first day.

Ask about a client

Ask the Team Assistant where things stand with a household, and the button beside the box shows how many dated moments it found.

Open the timeline

Open it from that button and step through the moments, or ask Lisa to jump to a month and read what happened there.

A week of client stories

Try it for 7 days with no credit card on the firm's own records and print the first client chronology.

Questions & answers

AI Time Machine for Wealth Management: questions & answers

Where does the client timeline come from?

From what the AI Team Assistant already reads: your mail, your files, your calendar and your records. Ask about a client, and the moments of the answer are laid out in lanes, one per kind.

Does a scanned document land on the day it was filed?

No. Each document is placed at the date it carries, so a trust document signed years ago and scanned today stands at its own date in the client's story.

Can the timeline be printed for the client file?

Yes. The whole chronology prints on your letterhead as a dated client story for advisors, ready for a review meeting, a hand-over between colleagues or the client's file.

Does the AI invent dates or deadlines?

No. Each moment carries a recap built from the client's own record. A date with no rule behind it stays a date in the client's file; the AI never turns it into a deadline of its own.

How do advisors move through the timeline?

Step by a moment, a day, a week or a month, play it, zoom with the range bar or drag the red cursor. Or ask Lisa to go back to March and read what happened there.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.