For RIAs & wealth managers
Finpilot connects investment research, household context, portfolio data and operating records—preparing the work behind each meeting so your teams can focus on judgment, advice and the client relationship.
Behind the client experience
Investment, advisory and operations teams each hold a different part of the client picture. Before every meeting, someone must find, reconcile and assemble it.
The client review
Household context, portfolio data, prior conversations, approved investment views, documents and open questions come together in one brief—ready for the advisor’s review and judgment.
Today: Advisors search multiple systems and request context the investment team has already produced.
With Finpilot: Approved investment research connects directly to the relevant household and portfolio.
Today: Prior conversations, documents and open questions are reconstructed from notes and inboxes.
With Finpilot: Conversation history, source material and open questions arrive in one brief.
Today: Investment commentary is copied or rewritten for each meeting.
With Finpilot: The brief uses approved language, with key statements linked to source evidence.
Today: Preparation depends on available time and who remembers the history.
With Finpilot: The advisor reviews the brief, applies judgment and walks in prepared.
Across the firm
Finpilot connects the investment knowledge, client context and operating records behind the firm—then puts the right work in the hands of each team.
More coverage.Less repeated research.
Monitor more managers, maintain the firm’s approved investment view and answer advisor questions without recreating research.
Every conversation startsprepared.
Walk in with household context, portfolio changes, prior decisions and the firm’s approved investment view in one brief.
Recurring work moveswithout manual handoffs.
Keep documents, client records, reporting and exceptions moving across systems and teams.
The work
Explore the recurring work Finpilot prepares across investment, advisory and operations—configured around your firm.
Explore Finpilot agentsManager letters, updates and source materials remain connected to the firm’s research record, with changes surfaced for review.
New evidence is incorporated into the firm’s existing view without recreating the research for every request.
Approved portfolio and manager context is prepared for use across client conversations and materials.
Finpilot agents adapt to your firm’s systems, formats and approval points—including work that crosses investment, advisory and operations.
Holdings, managers and exposures can be evaluated against the connected investment record.
Current evidence, prior decisions and open questions are assembled into a review-ready draft.
Household context, portfolio changes, prior conversations and approved investment views arrive in one brief.
Advisors can access relevant investment context using the firm’s established views and supporting sources.
Changes are connected to the investment rationale and household context needed for the conversation.
Earlier discussions, decisions and open questions remain available when the relationship team needs them.
Items requiring discussion or judgment are carried forward instead of being lost across notes and inboxes.
Connected data, documents and approved commentary flow into the firm’s established reporting process.
Incoming materials are connected to the relevant manager, household, account or workflow.
Relevant information moves into the firm’s client records without relying on repeated manual handoffs.
Information from connected systems is checked, with inconsistencies surfaced for review.
Missing, conflicting or consequential items are directed to the appropriate team member for judgment.
Your systems
Finpilot works across the investment research, portfolio, client-record and communication systems your firm already uses.
Explore connected data
Custodian statements, manager letters, client records, investment-policy and planning documents, meeting notes, correspondence and approved templates.
Trust the work
“Finpilot has transformed how we work. By automating tasks that once required significant manual effort, it allows our investment team to focus on high value activities vs labor intensive ones. Its ability to instantly surface insights from our research database—tailored to the tone and context our advisors need—has been a game-changer for both investment and client service teams. The productivity gains are real, with hours saved per person each day. What sets Finpilot apart is its deep understanding of our organizational knowledge—our documents, workflows, and processes—making its response to our queries not just fast, but contextually relevant and actionable.”
Bring an upcoming client review and the materials your teams use today. We’ll show how Finpilot assembles the relevant investment research, household context, portfolio changes and open questions into a brief ready for review and judgment.