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Introducing AI That Scales Your Planning Capabilities

Now you can decouple firm growth from headcount growth with an AI-driven planning assistant powered by Wavvest. This advanced tool generates comprehensive financial plans, tax planning outputs, estate planning, transition plans, and more in minutes — helping you deliver personalized advice to more clients at a lower cost than manual calculations.

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Why Are Firms Considering AI-Powered Planning?

The obvious answer is to save time and money, which are excellent business reasons to leverage an AI financial planning assistant. But there are bigger-picture reasons, too:

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First-Mover Advantage

Get in early to help build expertise — and client trust — before your competitors catch up

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Use Integrated AI

Unlike standalone tools that require keying in client details, our AI tool is integrated directly into your custodial data

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Differentiate Your Business

Offer personalized planning at scale to help attract and retain investors

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Serve Clients Your Competitors Can't Reach

Use AI-powered efficiency to help serve smaller accounts and younger investors — who could be tomorrow’s high-net-worth clients

Learn More About This AI Planning Solution

Complete and submit this form to receive more information and be among the first to access this new tool.