Cut meeting admin work by 90% (literally).

Wealthflow Advisor is made exclusively for advisors and connects seamlessly with your other tools.

Works with your tech stack, not against it

Wealthflow Advisor integrates seamlessly with the tools you already use. From your CRM to compliance systems, we fit into your existing workflow - not the other way around. Connect with Salesforce, Microsoft Teams, and leading portfolio management platforms to ensure data flows exactly where it needs to go

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Solution

So much more than an "AI solution" 

Wealthflow Advisor is better tother AI advisory tools. We're advisor-centric from the ground up.

Meeting notes in exactly your style

Our meeting notes are totally customisable. They'll exactly mimic the best notes you've ever taken.

Extract the right data, every time

Pre-select what questions you want checked ahead for each call taking place

Intelligent routing

Push different call types through different workflows to ask relevant questions at the right time in the client life-cycle

Draft letters in one click

Share precisely the relevant information after each call

Compliance at every step

Instead of manual spot-checks, ensure full compliance from every call across the whole firm

Wealthflow Advisor balances flexibility and simplicity, providing a powerful solution without requiring endless engineering.
Gilad AmirDigital Operating Partner, Mattioli Woods Wealth Advisory

Secure, private AI tools that don’t compromise

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Everything changes when
you use Wealthflow Advisor

It’s not just time savings. It's peace of mind, client-experience, and future-proofing.

Dramatically elevate client service
Stay 100% present in client meetings
Never let anything slip through the cracks

Spend time on clients, not admin tasks
Spend 4 minutes, not 40, on post-meeting work
Accurately draft letters

Stay compliant
Audit-friendly meeting notes for every meeting
You control client data and record retention

AI future-proof your firm
Wealth Advisor is the leading edge of advisor-centric AI
We release new features monthly

FAQs

What is WorkflowGPT?

WorkflowGPT is a platform that enables legal professionals to harness the power of the latest Generative AI technology to automate workflows and improve efficiency.

Who can use WorkflowGPT?

WorkflowGPT is designed for law firms, legal departments, and other professionals within the legal industry.

What type of use cases does WorkflowGPT support?

WorkflowGPT supports use cases such as researching case law, contract analysis, data categorisation, searching large databases, and individual document queries.

How is my data handled?

WorkflowGPT is built on Microsoft Azure and follows enhanced data security practices. We use an enterprise version of the GPT API that does not store data in ChatGPT and does not use it for model training.

Who is the Exploratory Programme suited to?

This programme is designed for companies evaluating the potential of Generative AI, its capabilities, and how to implement it within their organisation in a controlled environment. This program is not intended for companies seeking to deploy the solution for business-as-usual use.

Can Wealthflow Advisor take notes like I would?

Will my compliance officer sign off on this?

Is my data secure with Wealthflow Advisor?

What support can I expect from the Wealthflow Advisor team?

Secure, private AI tools that don’t compromise

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