Automate Your Financial Practice Fast

with AI-Powered "Digital Assistants"

Streamline Operations, Increase efficiency, and Grow AUM

Without Disrupting Your Practice Or Learning Any New Skills.

Wasting Time & Resources On Low-Value, Menial, Repetitive Tasks?

Do Important Tasks, Meetings, Communications Slip Through The Cracks?

Not Leveraging Technology & Systems To Simplify Your Practice & Cut Fixed Costs?

Advisor Automations are industry-specific, AI-powered workflows which automate tasks like scheduling meetings, sending insurance pay reminders, creating/managing tasks and requires NO TECH KNOWLEDGE.

Do more with less, ensure commitments are met, and results delivered

by keeping clients focused and accountable to next-steps for their success.

Go From "Whack-A-Mole"

Client Fulfillment ...

To Automated AI-Systems

That Drive Efficiency & Profits

STOP wasting time on tedious, mundane, repetitive tasks so you and your team can stay focused on high-priority, high-value activities because "basic" (but very important) routine tasks run on autopilot.

START powering your client communications and everyday tasks with

easy-to-use systems , tools and smart AI technology other CRM's lack.

Reclaim your time for family, friends and hobbies so you can

live a more affluent life, and add ideal clients to your book.

Automate Your Practice Fast!

Step 1

Schedule a live demo

and see how it works.

Step 2

Complete your account

customization form.

Step 3

Attend onboarding call.

Automate your practice!

Take Step 1 > Book a Demo

Proven Advisor Automation Systems

(Trusted By Leading Financial Advisors for Over 6 Years)

These AI Powered "Personal Digital Assistants"

Work Around the Clock... So You Don't Have To

Meeting Autopilot™

End Manual Follow-up to Get Meetings Booked and Keep Your Calendar Full.

This easy-to-use, AI Assistant sends email and/or text message(s) you write personally and follows up until the requested meeting is booked or the number of reminders you set is reached.

A robust online calendar is included which syncs with Google & Outlook 365 so you can ditch what you're using now.

A visual dashboard shows all your outstanding meeting requests so you always know what is in your "meeting request pipeline" for easy management and manual follow up if needed.

Client Task "Babysitter™"

Get Client/Prospect Tasks Completed Faster with Automated Reminders.

This "Digital Babysitter" sends emails and/or text messages you write personally with the task(s) you need completed.

Task(s) are indicated complete when a special link is clicked in the email/text which stops the reminders and notifies you/staff by email the task(s) are done!

A visual pipeline of all outstanding task requests empowers you and your team to either wait for more automated task reminders to be sent, or escalate the importance with a phone call.

Policy Protector™

Set Up Once. Runs Itself Forever!

Protect your recurring revenue and take a load off your team.

Simply add your Perm, Term, CI, and DI policies anniversary date and email pay reminders will go out for the life of each and every policy in your book!

For monthly paid policies, your clients will get one annual "touch point" email to keep you top of mind and create upsell opportunities.

The Policy Protector™ digital assistants can handle multiple policies of the same kind per client so keep selling!

Annual Review Concierge™

Put Your Annual Review Meeting Bookings on Autopilot.

Keep your clients on track and stay compliant with the Annual Review Concierge digital assistant.

If clients do not book after several requests, you'll now have digital proof you reached out several times should compliance/carriers ever question your level of client service - all without lifting a finger!

RRSP Season Sanity™

Systematize & Automate Your RRSP Season Campaign.

If you meet with RRSP clients during RRSP Season (for a review or top-up discussion) the "RRSP Review Meeting Sanity System" will make your next RRSP Season a breeze removing undue stress for you and your team.

A visual "RRSP Review Pipeline" shows the status of all your RRSP client meetings and tasks, for easy reference and actioning post meeting tasks.

More Automation Options...

Streamline Your Workflows Using These Smart Automation Options.

Happy Birthday email/text
Group Insurance Management
Client Approval to Pay Policies from Investments
Task creation for Accountant Year End Value Calculations
New Client Intake Forms
Address Update Forms
Online Review Requests & Follow Up Reminders
Marketing Campaigns
And More...

To See How These Smart Automations Work > Book a Demo Now!

Frequently Asked Questions

No question is too big or small. Read through some of the most common questions we get asked below.

If there’s something we haven’t covered, reach out to us so we can help you make an informed decision.

How Was Advisor Automations Designed Specifically for Financial Advisors?

Advisor Automations was designed, tested and refined over 5 years by leading advisors and their advisor teams to automate the key activities and workflows of running and growing a financial practice.

It does not matter if you are investment forward, insurance forward or have a balanced book of business. Advisor Automations has very specific, Smart AI systems to simplify your fulfillment and free up your time.

Do I Need to Be Good With Tech to Automate My Practice?

If you can write and send an email, you have ALL the skills need to leverage the power of Advisor Automations to streamline your practice. Seriously, you do NOT need any special tech knowledge and you do not need to learn a bunch of new stuff.

After your personalized, Quick Start Onboarding Session via Zoom, you and your team will easily be able to start using the automations you chose for your practice.

How Long Will It Take to Be Up & Running?

After your personalized 1-hour onboarding, you will be able to start using the automated systems right away.

What Training & Support Is Available?

A customized 1-hour onboarding session is provided for you and your team.

When you sign up, instant access to a comprehensive video training library of simple, short videos you can watch before your onboarding session if you choose.

The video trainings walk you step-by-step through how to use the different automation systems in your practice, which are all very intuitive and easy to use.

Our support team is also available to help you.

Is Advisor Automations A Full CRM?

Yes, Advisor Automations is a full, secure cloud based CRM which provides a central place for all your client and prospects to easily track interactions, create & manage tasks, book meetings and much more.

What makes Advisor Automations unique are the pre-built practice management automation systems. Each system is designed to systematize, simplify and automate the most common workflows used by financial advisor firms and their teams.

Book a personal live demo here to see all the CRM capabilities in action.

Does It Include An Online Calendar That Syncs To Outlook & Google Calendar?

Yes, Advisor Automations comes with a robust online calendar that syncs with both Google Calendar and Outlook 365 so you can cut the expense of your current online booking calendar.

Re Task Management - Can I Centrally Manage All Client & Team Tasks?

Yes! Advisor Automations lets you and your team easily create, set due date, assign and keep track of both client and team tasks and deadlines with the intuitive, Tasks Dashboard.

The centralized Tasks Dashboard is visible to the entire team so you can stay on-top-of all action items, big or small.

Being able to check on tasks assigned to others eliminates wasted time on unnecessary communications which increases team efficiencies, client service and profitability.

Are Emails Sent "From" My Business Email Address?

Yes. If you use Google/Gmail/Workspace or Outlook 365, your business email address will be used.

Will Emails I Send From Gmail or Outlook 365 Show In The CRM Contacts?

Yes if the Contact already exists in the CRM. If not you can use a special BCC email which will add the contact to the CRM and sync that email, and all following in the CRM.

Will Advisor Automations Work On My Phone/Tablet?

Yes. Apple & Android Apps make it easy to manage everything on the go.

How Do I Personalize The Email & Text Messages?

With the Meeting Autopilot™ and Client Task "Babysitter™ automation systems, you write one-off, personal email (just like you would in Outlook or Gmail) with the goal of having a meeting booked, or a task marked complete by your prospects and clients.

For the Policy Protector™ automated payment reminders, most advisors use the professionally written, time-tested message templates. That said, customizing the email and text message templates to suite your needs is quick and easy.

How Much Does It Cost?

Your investment for Advisor Automations is based on the number of automated systems you want to leverage in your practice, the number of CRM contacts and team members.

There is a one-time account customization fee based on your team size. The fee includes configuring and customizing all areas of your new account and the uploading of your client/prospect list and related client details to the CRM unless you chose to it on your own via CSV upload.

Payment options include month-to-month or annually with a discount.

Do I Have To Sign A Contract?

No. Advisor Automations is paid monthly with no lock in contracts, or save with an annual plan.

What If I Want to Cancell?

Advisor Automations is a month to month subscription you can cancel any time. If you are on the annual plan, your subscription will expire at the end of your year term.

Do You Offer Advisor Websites?

Yes, Advisor Automations offers templated Advisor websites you can to chose from which include the key content most financial advisors need on their website. The sites are designed to be easily self-managed, or if you prefer, edits and additions can be managed for you.

Do I Need To Install A Program Or Is Advisor Automations Cloud Based ?

Advisor Automations is a cloud based SAAS (Software As a Service) which runs on the secure Google Cloud Network. Simply log in via the internet with your User credentials or use the Apple or Android app on your phone or tablet to manage your practice on the go.

Will My Data Be Secure?

Advisor Automations runs on the Google Cloud Network which uses multiple layers of security measures including encryption, secure data centers, and advanced threat detection.

Google Cloud Network also offers compliance with industry standards and regulations. An in-depth explanation and a link to Google's Cloud security documentation is available here.

Only approved account Users can log in your account via their User credentials and must complete a "two factor authentication" which sends a one-time-code via email or text for validation.

What If I Have Other Questions Not Answered Here?

If you still have questions, click here to send us your questions. We want you to make the best, most informed decision for you and your business. Go ahead and ask away, so we can help you get the answers you need.

Or book a demo and get all your questions answered live.