FRONT OFFICE AI FOR WEALTH MANAGEMENT — WHAT IT RECOVERS

What is a missed client call worth? Do the math.

Type YOUR numbers — how many client and prospect inquiries reach your firm each week, how many ring out on a market-drop morning or arrive after hours, what a new household is worth, and how many associate hours go to routine answering, scheduling and paperwork chasing. The calculator adds up what a Front Office recovers. Your arithmetic, not our promise — and prices live on one page only.

REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.

Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet

Your week today

Client and prospect inquiries per week (calls, emails, web forms) 60 Share unanswered, in voicemail or after hours 30% Of recovered inquiries, how many become new client households 8% Value of ONE new household (first-year fees) $7,500 Associate hours/week on answering, scheduling, chasing paperwork 25 h Loaded hourly cost of that time "5/h

Six numbers, all yours. Think a slider is optimistic? Pull it down — the math updates live.

Client and prospect contacts recovered, monthly 130

The prospect’s Sunday-night form, the CPA’s referral email, the anxious client who reached voicemail at 9:32 AM — answered in seconds instead of lost to another firm.

Recovered revenue, monthly $6,240

130 recovered × 8% who become new client households × $600 each. Your sliders, your assumptions.

Recovered value, yearly $107,000

Plus 78 routine hours returned to your client-service desk every month (worth $2,730 at your loaded cost) — before counting faster answers on hot leads: minutes instead of hours. Now weigh this against the plan you would choose: see pricing →

How this math works: every input is YOURS, typed by you. The one fixed assumption: the AI absorbs 60% of the routine hours (the rest stays with your team, and anything sensitive waits for a person, per your rules). No software-bill comparisons, no prices on this page — prices live here.

Questions, answered

Why is there no software-bill comparison?

Because the money does not move in the bill. The referral that waited two days, the prospect who never heard back, the hours an associate spends chasing a signature on page four happen in your firm whatever CRM or custodian platform you run. When you are ready to compare plans, they are published in one place — the pricing page.

Is this a promise of results?

No — it is your own arithmetic. Every number is a slider you set; the output is exactly your inputs multiplied. Nothing here forecasts assets, fees or markets. The demo is how you judge the AI with real client questions and your own compliance wording; this page only sizes what is at stake.

What about the time to set it up in a firm?

The launch is done FOR you — who you serve, how you work, published fee schedule, first-meeting and onboarding steps, disclosures and after-hours rules configured by us with your compliance officer, live in days. Anything about advice, accounts or money is routed to a licensed person from day one; there is no implementation project to budget.

Try it free on your own firm. 7 days. No credit card.

Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.

Start free

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