NEWAI FOR WEALTH MANAGERS & RIAs

Manage portfolios. Not your inbox.

A trained team of digital employees and custom AI apps that handles prospect onboarding, runs quarterly review prep, sends compliant communications, and brings legacy clients into next-gen relationships.

Build my team free →Talk to foundersNO CREDIT CARD · 60s SETUP

ReynaProspect Onboarder

HugoQuarterly Review Prep

MiraClient Communications

TheoNext-Gen Engagement

/HOW TO USE AI IN YOUR WEALTH MANAGERS BUSINESS

Digital employees. Plus custom AI apps. Built for your wealth management business.

Not a chatbot. Trained digital employees plus custom AI apps, shaped to how your wealth management business actually works.

01 · YOUR DIGITAL EMPLOYEES

Digital employees that do the work.

Not chatbots. Named digital employees with photos, titles, and jobs they own, trained for wealth managers. They draft, send, book, follow up, and learn your business in your voice, 24/7.

4trained digital employees
ready for wealth managers

02 · CUSTOM AI APPS

AI apps built for your business.

Software used to be for tech companies. Not anymore. Describe what your wealth managers business needs (a quiz, calculator, intake, portal) and BuildAI builds it. With database, payments, and users included. Your digital employees run it for you.

3AI apps shipped for
wealth managers this week

1 Describe

2 Build

3 Launch

/THE WORK YOU'RE DOING MANUALLY

Every week, the firm grows but the inbox grows faster.

Prospect intake. Quarterly review prep. ADV updates. Client referrals never asked for.

01Onboarding new prospects (paperwork, KYC)~6 hrs / week

02Quarterly review prep (statements, agendas)~10 hrs / week

03Compliant client communications~5 hrs / week

04Asking for referrals from happy clients~2 hrs / week

05Engaging legacy clients' adult children~3 hrs / week

/MEET YOUR DIGITAL EMPLOYEES

Your firm's digital employees. White-glove at scale.

Four trained digital employees who handle the operational work so advisors do advisory.

Reyna

Prospect Onboarder

Sends welcome email + intake
Captures KYC, goals, current assets
Schedules discovery meeting
Logs to Salesforce / Wealthbox / Redtail

Hugo

Quarterly Review Prep

Generates personalized statements
Drafts review agendas with talking points
Flags drift / rebalance opportunities
Pre-fills compliance disclosures

Mira

Client Communications

Drafts compliant client emails
Sends quarterly market commentary
Routes regulatory updates
All within ADV-approved language

Theo

Next-Gen Engagement

Pings legacy clients' adult children
Sends financial-literacy content
Books 'next generation' intro calls
Drives multigenerational AUM

/CUSTOM APPS · BUILT FOR YOU

Apps that scale your white-glove service.

Describe what your firm needs. We build it. Your team runs it.

INTAKE

Prospect Onboarding

Wizard captures KYC, goals, current assets, and risk tolerance.

yourfirm.com/onboard

Welcome — let's get started

GoalsRetire at 62 · fund grandkids' college

Current assets$2.4M · 401k + brokerage

Risk toleranceModerate · 60/40

PORTAL

Quarterly Review Hub

Clients see personalized review packets and book calls.

yourfirm.com/review

Q2 2026 review · Smith Family

✓Performance summaryDone

●Rebalance recommendations

🔒Tax-planning checklistUp next

MEMBER

Family Wealth Hub

Legacy clients invite adult children; firm earns next-gen relationships.

yourfirm.com/family

Smith Family Office

PlanMulti-generational plan

Next family meetingMay 10 · 4pm

/HOW THEY WORK TOGETHER

From referral to multi-generational AUM. Without your CSA drowning.

Your team onboards prospects, preps reviews, communicates compliantly, and grows family relationships.

01 · ONBOARD

Reyna

Reyna onboards prospects and captures KYC

02 · REVIEW

Hugo

Hugo preps quarterly review packets

03 · COMMS

Mira

Mira sends compliant client comms

04 · NEXTGEN

Theo

Theo engages adult children of legacy clients

05 · GROW

Theo

Family relationships compound AUM

/HIRE A TEAM. OR HIRE THIS ONE.

The team you'd hire to be a real family office.

Wealthbox, Redtail, your custodian — all keep working. You'd still need humans on onboarding, reviews, comms, and family outreach.

Hire the team yourself

Real salaries. Real recruiting. Real onboarding time.

Client Service Associate~$60k/yr
Operations / Review Prep~$65k/yr
Marketing / Compliance Liaison~$70k/yr
Family Office Coordinator~$70k/yr

Plus recruiting + onboarding$265k/year+

Hire your BuildAI team

WORKS WITH YOUR STACK

Plugs into the tools you already pay for.

Reyna · Prospect Onboarderincluded
Hugo · Quarterly Review Prepincluded
Mira · Client Communicationsincluded
Theo · Next-Gen Engagementincluded

All four, live in 60sFrom $39/mo

/ WORKS WITH WHAT YOU ALREADY USE

Keeps the tools you already use.

Connect what you want, when you want. Nothing to rebuild, nothing to move over, and you stay in control of what goes out.

Gmail

Outlook

Wealthbox

Redtail

Salesforce

Schwab

...and many more. If you use it, chances are we connect to it.

Logos via Logo.dev

/WHAT YOU'LL SHIP

From referral to multi-generational AUM, year over year.

DAY 1

Prospects onboarded the same day.

Reyna captures KYC and goals so first meetings feel deeply prepared.

WEEK 1

Quarterly reviews ready early.

Hugo drafts the packet so advisors walk in with talking points, not blank slides.

MONTH 1

Next-gen relationships activated.

Theo brings adult children into the firm before competitors do.

/ROI MATH

1 family relationship pays for the decade.

Avg. AUM per family$2.6M

BuildAI (1 year)$468

Hours saved / month~32 hrs

Break-even≤ 1 family

Your firm is 60 seconds away.

No credit card. No contracts. Hire Reyna today, onboard your next prospect by Friday.

Build my team free →Talk to founders

NO CREDIT CARD · 60-SECOND SETUP · MADE BY HUMANS

NEWAI FOR WEALTH MANAGERS & RIAs

Manage portfolios. Not your inbox.

Build my team free →Talk to foundersNO CREDIT CARD · 60s SETUP

ReynaProspect Onboarder

HugoQuarterly Review Prep

MiraClient Communications

TheoNext-Gen Engagement

/HOW TO USE AI IN YOUR WEALTH MANAGERS BUSINESS