AI transition engine for wealth management that moves advisor books in days, not months
Stage
Established
Not given
Founded
2019
Not given
Based in
GB
US
Pricing model
Freemium
Contact for pricing
Pricing
Not given
Meeting Assistant: Per-seat, free tier to start. Document Intelligence: Per-seat, pay for what you use, free tier to start. Client Onboarding: Per-seat for advisors, custom for firms. Enterprise contracts available for broker-dealers, custodians, and large RIAs tied to advisor and household volume.
Key features
Live exchange rates for 166 currencies
JSON and XML response formats
Historical data back to year 2000
API Playground for testing requests
Analytics and monitoring dashboard
Team management and API key management
IP whitelisting and blacklisting
SDKs for multiple programming languages
Multiple API endpoints including convert and timeframe
Automated document extraction from brokerage statements, tax forms, and equity compensation documents
Pre-filled client forms reducing manual data entry
Integration with Gmail, Outlook, Zoom, Teams, and Google Meet
ROI modeling based on time-savings and retained AUM
SOC 2 Type II compliance
What makes it different
330 edge locations worldwide for ultra-low latency
Handles over 50 million monthly requests
99.9% uptime guarantee
Average response time of ~50 milliseconds
Free plan available for hobby projects and open-source
Move advisor books in days, not months
Purpose-built by consultants, operators, and RIA founders moving billions in client assets
Flexible pricing based on scope and usage, not per-seat licensing
Proven case studies: $100M repapered zero NIGO, 411 accounts moved before noon, $400M moved in 9 days