Households + accounts
Households with members, relationships, beneficiaries, and AUM rollups. Accounts and policies hang off the household, not the contact.
← All verticals
RIAs, advisors, planners
Wealth & Finance one platform replaces five vendors.
A wealth-practice operating system: households, accounts, performance, planning, AI meeting notes, document workflows, and a path to displace the platform fees, CRM fees, planning fees, and aggregator fees you're paying today.
- Households
- First-class entity
- AI
- Meeting notes + tasks
- Playbooks
- Repeatable workflows
- Custodian
- Reconciliation built in
What's included
Built for wealth & finance, not a re-skin.
Playbooks
Multi-step checklists for free withdrawal, new account, ACAT in/out, death claim, RMD, Roth conversion, beneficiary updates, trust funding, RMD year-end push, tax-doc prep, charitable gift / DAF, and more — seeded from real advisor walk-throughs.
AI meeting notes
In-browser meeting recorder + transcript. AI surfaces tasks, suggested follow-ups, and household-level changes. Bulk-assign tasks to the right team member in one click.
Performance + reporting
Quarterly performance reports per account, household rollups, since-inception returns, and a portal-delivered packet your clients actually open.
Planning
Net worth, goals, and Monte Carlo projections (1,000 iterations across market scenarios). Levers for retirement age, save-more, spend-less, and one-time income events.
Model portfolios + trading
Define models, assign accounts, allocation %, rebalance push, and lineup-change notifications. Trading via human-in-the-loop AI screen-fill at the custodian (we don't bypass SEC trading rules).
Basis-point billing
Per-account or per-household billing engine, scheduled fee runs, and reconciliation against custodian cash balances. Replaces the 15bps you're paying your platform.
Account aggregation
Pull held-away accounts, 401(k)s, and outside positions for a complete net-worth view. Re-auth UI when client passwords change so connections don't silently break.
Document vault + e-sign
Per-household vault for trust docs, beneficiary forms, custodian statements, and tax docs. E-signature built in. SharePoint or OneDrive sync for firms that need it.
Who it's for
If you run an advisory practice, this is your operating system.
- RIAs and hybrid practices that want one tool instead of five
- Solo + small advisory teams who don't want to pay 15bps to a platform forever
- Wealth + tax practices that need household-centric workflows + tax-doc prep in the same system
- Practices considering breakaway from a wirehouse or larger affiliation that want to own their stack
Day-to-day workflows
The repetitive work, finally automated.
- 01
AI listens to the meeting
Browser-based recorder captures the call. The AI generates structured tasks (open Roth, update beneficiary, schedule follow-up) — bulk-assign to admin in one click.
- 02
Run a playbook end-to-end
Pick 'free withdrawal from annuity', attach to household, work the 5-step checklist. Auto-completes when every step is closed; reopen any step if needed.
- 03
Quarterly performance, hands-off
End-of-quarter reconciliation runs, performance reports generate, QC sample flagged, and packets push to the client portal with email notification.
- 04
Bill the book — without the platform fee
Calculate fees per account, debit cash at custodian, reconcile to ledger, generate statements. The 15bps you're paying your custodian's platform stays in the firm.
FAQ
Common questions.
+Are you a custodian?
No. We integrate with your custodian — Schwab, Fidelity, Pershing, etc. — and replace the CRM, planning, performance reporting, and platform-fee layers above them.
+Can the AI execute trades?
We don't bypass SEC trading rules. Our model-portfolio module supports human-in-the-loop AI screen-fill at the custodian — the human is always in the loop on execution.
+How does the basis-point billing engine work?
Per-account or per-household, scheduled fee runs, reconciled against custodian cash balance. You set the schedule and the rate; we generate the statements and the audit trail.
+What about compliance / ADV / Form CRS delivery?
Form CRS annual delivery + tracking is built in. Doc retention rules, immutable audit log, and per-client compliance state are first-class.
+Can I keep my existing email + storage?
Yes — we integrate with Microsoft 365 + SharePoint + OneDrive (and Google Workspace) rather than forcing migration. Embed Outlook in a tab if you want a single pane of glass.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.