AI for financial advisors, set up and run for you
There are AI tools for notes, for email, for prospecting. Astra AI puts them to work as one team that shares a memory of every client and runs every day, set up and managed for you.
$2,500 a month · AI running costs billed at cost · cancel any time
What the team covers
Lead response, prospect research, scheduling, meeting briefs, notes and follow-up, proposals and onboarding, client requests, document collection and fee billing prep.
Why tools alone stall
Each tool knows a slice of the client. Without one memory and someone running it, the work falls back on you.
Run for you
$2,500 a month, AI billed at cost, cancel any time.
The agents that do this work
- Lead Response AgentReplies to every website form, webinar signup and email inquiry the same day with an approved reply and a link to book a discovery call.You approve: The reply scripts, once. No investment advice or performance statements in any reply.
- Scheduling AgentBooks discovery and review meetings across calendars and sends reminders.You approve: You set your availability and meeting types.
- Notes & Follow-Up AgentTurns your meeting notes (or an approved recording or transcript) into a clean record, an action list and a draft follow-up email.You approve: You review and send. It records only with consent captured and logged. Notes are firm records.
- Proposal & Onboarding AgentAssembles the engagement paperwork, tracks delivery of required disclosures and checks the new-account packet for missing items.You approve: You and compliance sign off. It tracks that Form ADV Part 2A and the client relationship summary (Form CRS) were delivered when required. It never opens an account.
- Document Collection AgentAsks clients for tax returns, statements and beneficiary forms, tracks what is outstanding and nudges politely.You approve: Your staff handle the documents. Nothing sensitive is requested over unsecured channels.
See all 18 agents on the financial advisors and RIAs team →
Questions
What are the best AI tools for financial advisors?
The ones that work together, inside your CRM, with compliance review built in. Astra AI sets them up as one team and runs it.
Does it work with our CRM?
Yes, it works with what you already use; connection depth is scoped on the first call.
What does it cost?
$2,500 a month plus AI running costs at cost.
Get your AI team
Astra AI designs, installs and runs a done-for-you AI team for financial advisors and RIAs, on the AI you already use. It starts with a 30-minute call to map your office.