AI-Powered Relationship Managementfor Wealth Advisors
Earn Trust Before You Earn Assets
WealthFlow helps you understand the people you can help most, manage relationships more intentionally, and engage with timely, personalized communications that build trust long before assets are transferred.
- 2–3x faster relationship preparation
- 60–70% less time spent on low-value opportunities
- Personalized communications that build trust at scale
Most Advisors Don't Need More Prospects.They Need More Signal and Less Noise.
Common gaps
- Too little insight into what matters most to each relationship
- Generic communications that don't build credibility
- Spending valuable time on opportunities unlikely to move forward
WealthFlow answers three questions every advisor faces:
- Who deserves my attention?
- Why might they need my help?
- How do I begin a meaningful relationship?
Relationship Intelligence for Modern Wealth Advisors
WealthFlow uses AI to understand the person behind the profile, identify where you can create value, and guide thoughtful communications that help build trusted relationships.
Understand the Person
Discover the person behind the profile—their journey, priorities, and what may matter most right now.
Understand their Priorities
Identify the transitions, decisions, and planning themes that may deserve a conversation.
Create Value
Identify where you can create meaningful value before discussing financial strategies.
Build Trust
Turn insight into thoughtful conversations and next steps that naturally build trust.
Your AI Relationship Team—Built In
Three dedicated AI Agents, one coordinated workflow.
Professional Profiler
Builds a deep understanding of the person behind the profile.
Lead Scout
Identifies where your expertise can create the greatest value.
Next Steps Coach
Helps you educate, guide, and build trust through every interaction.
WealthFlow's AI Agents are like having your firm's most trusted mentor helping you prepare for every client conversation.
WealthFlow Is Not a CRM
Traditional CRM
- CRM remembers the past
- CRM stores relationships
- CRM organizes information
WealthFlow
- WealthFlow AI helps you prepare for the next conversation
- WealthFlow helps you build relationships
- WealthFlow helps you earn trust
CRM tells you what happened. WealthFlow helps you prepare for the next conversation.
Continue Using the Channels You Already Use
Connect WealthFlow to the communication channels you already use and let AI help you prepare for more meaningful conversations and stronger relationships.
Calendar
SMS Text
Outbound Calling
WealthFlow guides the conversation while you stay at the center of the relationship.
From Contacts to Personalized Relationship Plans—in Minutes
- Step 1
Bring Your Prospect List
Import prospects from spreadsheets, CRM exports, or existing contact lists.
- Step 2
Discover Relationship Priorities and Planning Opportunities
WealthFlow analyzes each prospect to uncover priorities, readiness, and relationship potential.
- Step 3
Build Relationships Intentionally
Know who deserves your attention and how to earn trust from the very first interaction.
Plans That Scale With Your Practice
Every plan includes the complete WealthFlow platform.
Choose the AI capacity that's right for your practice.
Essential
Build stronger prospect relationships.
$295
per month
This Includes:
- 50,000 AI Agent Units
- 100+ AI-Guided Prospect Relationships per Month
- Perfect for independent advisors growing their practice.
Growth
Most PopularTurn meaningful relationships into lifelong clients.
$495
per month
This Includes:
- 125,000 AI Agent Units
- 250+ AI-Guided Prospect Relationships per Month
- Designed for advisors consistently building new client relationships.
Elite
Accelerate your highest-value relationships.
$695
per month
This Includes:
- 250,000 AI Agent Units
- 500+ AI-Guided Prospect Relationships per Month
- Built for top-producing advisors maximizing growth and efficiency.
Enterprise
Scale WealthFlow across your entire advisory firm.
Custom
This Includes:
- Unlimited AI Agent Units
- Custom AI-Guided Relationship Capacity
- Shared AI knowledge across advisor teams
- Delegate relationship preparation across your team
- Built for advisory firms scaling AI across multiple advisors.
Every new account includes 10,000 complimentary AI Agent Units.
No Credit Card Required
Every plan includes