For financial advisors and wealth managers
Clients trust you with their savings. Their data deserves the same care.
Most AI tools route what your team types through servers you do not control. Paige is a private AI employee W&S configures around your firm. She drafts replies, summarizes long threads, and preps follow ups around the clock. Client data flows, disclosed in writing before you sign, and a person on your team approves every send.
Why this matters
The data question is real. So is the pile of routine work.
Portfolio details do not belong in someone else's cloud
Account balances, holdings, and personal financials are exactly the information your clients expect you to guard. Consumer AI tools may use what your team types to train their models, and you cannot un-send data to the cloud.
When a reviewer asks where client data went
A precise, written answer ends that conversation. 'A vendor's cloud, we think' does not. At install we document exactly where client content flows, and the written audit runbook shows your IT or compliance reviewer how to re-verify it any time.
The routine work piles up between meetings
Meeting prep, thread summaries, scheduling, data entry, follow ups. Paige clears that pile around the clock, with a person on your team approving anything that goes out.
How it works
Three steps. We set it up in person.
- 01
We map where your client data goes today.
A real person from our firm sits with your team in Atlanta and traces how the routine work moves through your day, and where your client data actually goes across email, storage, and the tools you already pay for.
- 02
We configure Paige around your firm.
We connect Paige to the email and calendar you already use. AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign.
- 03
Paige works the pile. A person approves everything.
Paige works your routine pile around the clock: drafts, summaries, document processing, intake, and follow ups. Nothing goes out without approval from a person on your team, enforced by the system. We manage it monthly, and you never learn new software.
What you get
What working looks like.
A person
approves every outbound action Paige prepares, around the clock.
Every send
is approved by a person on your team. Paige never sends on her own, enforced by the system.
0
new software for you or your team to learn. Paige connects to the tools you already use.
Questions we hear from financial advisors and wealth managers.
Will a warm referral still get answered while I am in back-to-back meetings?
Yes. A referral that fills out your form at two in the afternoon gets a thoughtful first reply drafted and ready for you to approve, not started at six when you finally surface. That speed is what keeps the prospect from booking the advisor who responded first.
Can it handle high-intent leads that come in after market hours?
It drafts a reply, day or night, ready for your approval. People think about retirement and their portfolio at night and on the weekend, when your office is closed. The draft is ready while the intent is fresh instead of the lead sitting untouched until Monday.
What if the AI drafts something wrong to a prospective client?
Every draft goes to a person on your team for approval before it sends, every time. The AI never sends on its own, so a wrong draft is caught before a prospect reads it. Sensitive or complex conversations get a closer human read by design, and routine drafts get a quick approving glance.
Where does my clients' financial information live?
AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign. Your data is never used to train anyone's model. Every credential is yours, the written audit runbook shows your IT or compliance reviewer how to verify it, and we review your specific data requirements before you sign anything.
How fast is setup and do I need to learn a new tool?
A few weeks from the first meeting to the first live workload, in person, with nothing for you to learn because Paige connects to the email and calendar you already use. A real person from our firm configures Paige at your office, builds her around how your practice actually works, then manages and tunes her monthly. Workloads go live one at a time, each passing our quality gate. Pricing is published: setup from $3,000, then a management retainer from $300 per month, month to month, no contract until you have seen it run.
The first workloads are where we start
We turn workloads on one at a time, starting with the back office work Paige handles best. Drafts, summaries, intake, data entry, follow ups. Each one passes our quality gate before it goes live.
See Paige work before you commit to anything.