Relationship intelligence for the wealth that’s about to move.
Agents read the calls, notes, and emails your firm already holds, remember every household, and carry the operational work — in Slack, over text, on your calendar. You stay the decision-maker.
THE AGENT DRAFTS. YOU DECIDE. EVERY LINE CITES ITS SOURCE.
Unstructured in. Agents out. You approve.
Ingest
A meeting books. A transfer lands. A life event is mentioned in passing.
Recall
The household’s full context — history, commitments, family — every fact cited.
Reason
What matters now: what to raise, what’s overdue, who has gone quiet.
Act
The brief assembles. The follow-up drafts. The CRM updates. The next-gen touchpoint queues.
Approve
Nothing client-facing sends without you. Every step logged, reviewable, archivable for exam.
THE ADVISOR DECIDES. THE AGENT CARRIES THE ASSEMBLY, THE RECALL, AND THE FOLLOW-THROUGH.
Updates the heir actually opens.
Client updates drafted from the file, in the formats the next generation reads — including short video. Advisor-approved before anything sends.
The full artifact tour — briefs, stories, the askable file — is on inside the file.
in U.S. wealth transferring through 2048 — the largest client acquisition and retention event this industry will see.
CERULLI ASSOCIATES · 2024of heirs say they are likely to fire or change their parents’ advisor after inheriting. Firms that engage the next generation early keep the assets.
CERULLI ASSOCIATES · 2021One client. One Thursday. Three columns.
Hover or tap a row to see where each line comes from — then flip the switch and watch what the third column becomes.
The next generation inherits the money.
They do not inherit
you.
Unless what you know is in the file — and an agent is already working it — when the transfer comes.
See what the file holds