Your intelligent associate for wealth management
Operator works alongside you—anticipating needs, surfacing context, and handling the work that used to consume your evenings.
Advice velocity
Move faster with readily available client information and automated procedures.
Uncover client context
Securely bring together all of your client interactions to discover helpful context.
Work augmentation
Connected applications intelligently reduce workloads so you can move faster.
Never miss a detail
Operator intelligently captures and processes every detail from client conversations, protecting sensitive information while integrating seamlessly with your existing workflow.
Capture every detail from client conversations automatically
Robust security and access controls for client data
Seamless integration from notes to CRM systems
Track investment recommendations with precision"Sarah mentioned concerns about market volatility affecting her retirement timeline..."
Hours saved, every day
From auto-populating documents to speeding up advice creation, Operator continuously evolves and adapts based on your client interactions to simplify record keeping.
Auto-populate documents using stored informationSpeed up advice creation with intelligent assistance
Simplify record keeping through smart automation
Continuously evolve based on client interactionsBuilt for compliance
Advanced safeguards protect sensitive client data with intelligent email monitoring to prevent accidental information disclosure. Smart verification ensures data accuracy at every step.
Intelligent email monitoring prevents accidental disclosure
Smart verification ensures data accuracy at every step
Enterprise-grade security protocols
SOC 2 certified with full audit trails