AI-powered tools that answer your clients' most common questions — inside ChatGPT or Claude — before they ever book a meeting with you.
Works inside ChatGPT & Claude · No app for clients to download · Setup in under an hour
The Problem
Before a client ever contacts you, they want to know the basics. Right now, that time comes out of your schedule.
"I was spending 30–40 minutes on every first call just running through numbers that a tool could handle. AdvisorIQ gives clients context before we even speak — the calls that get booked are the ones that matter."
— Financial Advisor, wealth management practiceWhat Is AdvisorIQ
You don't need to build anything. Your clients don't need to download anything. AdvisorIQ connects to ChatGPT and Claude through a protocol called MCP — think of it as a plugin that gives AI assistants real financial calculation tools, configured specifically for your practice.
Your clients already use AI assistants. AdvisorIQ gives those assistants your numbers — your loan products, your services, your guidelines.
Clients activate it once in their AI assistant. After that it's always available. Nothing to install, nothing to remember to open.
Clients who can't qualify stop wasting your time. The ones who do reach you already understand their situation and are ready to act.
The Toolkit
Each tool is configured for your practice and works conversationally — clients ask in plain English and get a real answer.
Client describes their goals, risk tolerance, sector preferences, and income needs. The tool sweeps stocks, ETFs, and REITs that match — and explains why.
Income, expenses, current savings, retirement age → detailed projections showing exactly what they're on track for and what the gap looks like.
Client lists their holdings. Instantly see their risk score, sector concentration, diversification gaps, and a plain-English summary of what it means.
Financial goals — home purchase, college, retirement — get converted into a monthly savings target with a clear timeline and milestone breakdown.
Income, filing status, deductions → estimated federal tax liability with strategy callouts: Roth conversion, loss harvesting, max contribution impact.
Client type and situation → a personalized list of exactly what to gather before the first meeting. Eliminates back-and-forth and no-shows.
Current context for any sector, index, or asset class — so clients arrive for calls with informed questions instead of anxiety-driven ones.
Setup Process
We handle everything. You just tell us about your practice.
We walk you through a live tool configured for your loan products and client profile.
You tell us your focus areas. We set up the tools to reflect your practice, rates, and services.
One link. Clients add it to their ChatGPT or Claude account in under two minutes.
Clients arrive informed. You spend less time on basics and more time on actual planning.
Pricing
No per-client fees. No usage caps. Cancel anytime.
Starter
Solo advisors or small practices getting started with AI client tools.
Professional
Full toolkit for advisors who want to transform their client experience.
Enterprise
Multi-advisor firms and RIAs that need white-labeling or custom tools.
Try every tool live — no account, no login, nothing to install. Enter real numbers and see exactly what your clients would experience.
Try the Live Demo