WealthBoat

Robo-Advisors & Wealth Management

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This platform automates and streamlines the day-to-day workflow of wealth management and financial advisory practices by integrating client data, meeting capture, compliance, and follow-up tasks into a seamless, hands-free system. Its main features include real-time AI-driven meeting notes and summaries, compliance-grade recordkeeping with WORM archiving, client relationship mapping, pipeline management, and automated documentation to reduce administrative burden and ensure regulatory adherence, making it ideal for registered investment advisors, wealth managers, and small financial firms seeking operational efficiency and compliance assurance. It addresses common challenges such as time-consuming manual recordkeeping, fragmented data systems, compliance risks, and client retention issues, empowering advisors to focus more on client relationships and growth rather than administrative tasks.

WealthBoat can be found in Robo-Advisors & Wealth Management categories.

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Details

WealthBoat Main Features

• Quick Setup
  Connect your tools in about 15 minutes without needing IT help or complicated setup.
• Time Savings
  Saves up to 8 hours weekly per advisor by automating practice management tasks.
• Client Portal
  Shares summaries, documents, and forms with clients via a branded portal to keep them better.
• Daily Briefing
  Provides a 90-second morning review of your day, upcoming meetings, tasks, and priorities.
• Workflow Focus
  The system is built around the advisor's daily workflow, automating busy tasks like notes, follow-ups, and compliance.
• Onboarding Forms
  Builds digital questionnaires that clients fill out in the portal, removing paperwork hassles.
• Built-in Playbook
  Provides 8 step-by-step plays to help you run your practice efficiently from setup to exams.
• Role-Based Access
  Controls access for advisors, supervisors, and admins to keep data secure and compliant.
• Follow-up Tracking
  Automatically extracts follow-up items during meetings and flags overdue tasks.
• Built-in Compliance
  Ensures all records are supervised, attested, and stored securely to meet SEC and FINRA rules.
• Meeting Preparation
  Prepares you with all client history and talking points before meetings, so you're ready.
• Secure Recordkeeping
  Stores all AI outputs securely in a WORM archive for compliance and easy audits.
• Automatic RMD Tracking
  Includes multi-year RMD projections and automates compliance records for reviews.
• Generational Retention
  Tracks heirs, assesses risks, and helps you plan to keep assets in the family through generations.
• Plain-Language Insights
  Offers easy, understandable answers grounded in all your meeting data and records.
• Audit-Ready Documentation
  Automatically generates policy packs and records needed for exams in seconds.
• Automatic Meeting Capture
  Records meetings hands-free, capturing facts, tasks, and client info automatically without notes.
• Seamless Data Integration
  Includes a lightweight CRM and connects with other tools like Redtail, Salesforce FSC, and Wealthbox.
• Family and Heir Management
  Maps families, tracks heir engagement, and warns you of transfer risks to keep assets in the family.
• Opportunity Identification
  Finds hidden opportunities like assets, rollover options, and estate planning from past meetings.

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