Transform
Relationship Managers
into Advisory Force
Relationship Managers
into Advisory Force
Wealth Beacon unites client insights, market data, and automation to help relationship managers deliver personalized, compliant, and scalable client engagement.
Inside the Advisor Bottleneck
Relationship managers today face fragmented data, admin burdens, and less client time.
Data Fragmentation
CRM, portfolio, and product tools operate in silos, wasting hours.
Slow Client Prep
Preparing client proposals takes more time than meeting clients.
Low Client Engagement
Managers respond instead of anticipate.
Compliance Gaps
Manual work risks inconsistent advice & communication.
Behind the Seamless Experience
Specialized Al agents working in harmony to transform your advisory workflow
Beacon (Orchestrator)
Coordinates AI agents to handle complex RM requests and deliver ready-to-use outputs.
Client Profile Agent
Creates a dynamic client profile from CRM, transactions, and call notes.
Market & Product Agent
Provides instant market data, product insights, and fund comparisons.
Portfolio Intelligence Agent
Generates optimized, compliant portfolio recommendations.
Proposal Generation Agent
Transforms analysis into polished proposals, reports, and emails in minutes.
Beacon (Orchestrator)
Coordinates AI agents to handle complex RM requests and deliver ready-to-use outputs.
Client Profile Agent
Creates a dynamic client profile from CRM, transactions, and call notes.
Market & Product Agent
Provides instant market data, product insights, and fund comparisons.
Portfolio Intelligence Agent
Generates optimized, compliant portfolio recommendations.
Proposal Generation Agent
Transforms analysis into polished proposals, reports, and emails in minutes.
Beacon (Orchestrator)
Coordinates AI agents to handle complex RM requests and deliver ready-to-use outputs.
Client Profile Agent
Creates a dynamic client profile from CRM, transactions, and call notes.
Market & Product Agent
Provides instant market data, product insights, and fund comparisons.
Portfolio Intelligence Agent
Generates optimized, compliant portfolio recommendations.
Proposal Generation Agent
Transforms analysis into polished proposals, reports, and emails in minutes.
Business Impact
Measurable outcomes that transform your wealth management operations
Radically Enhance Productivity
Reduce proposal time from 3 hours to 30 minutes so managers can focus on clients.
Elevate Quality of Advice
Deliver personalized recommendations from each client's goals and history to boost trust and conversion.
Drive Business Growth
Enable proactive outreach with smart alerts for rebalancing, maturities, and cross-sell opportunities—driving daily growth.
Ensure Compliance & Consistency
Embed compliant content and audit trails in all documents to standardize communication and reduce risk.
Practical Wins
Real-world scenarios where Wealth Beacon delivers immediate value
Prioritization
Challenges:
Relationship managers often miss urgent client opportunities
Solutions:
Identifies high-value triggers and recommends next-best actions.
Product Compare
Challenges:
Searching and comparing products is slow and reduces client confidence.
Solutions:
Provides instant, compliant product comparisons.
Portfolio Optimization
Challenges:
Balancing client goals with compliance is complex and time-consuming.
Solutions:
AI simulates scenarios to align new interests with long-term goals.
Automated Proposals
Challenges:
Preparing compliant, client-ready proposals is time-consuming.
Solutions:
AI generates polished, brand-aligned proposals from relationship managers notes, freeing up time for clients.
For Every Scenario
Wealth Beacon supports RMs through every stage — from prep to follow-up.
Pre-Meeting Preparation
Comprehensive client intelligence and proposal drafts ready before you walk in.
Mid-Conversation Co-Piloting
Real-time product comparisons and portfolio insights at your fingertips.
Post-Meeting Follow-Up
Automated summary emails and action items sent within minutes.