How we help advisors

Turning prospects into clients in half of the time.

Your best asset in a prospect meeting is you: listening, explaining, earning confidence. We remove the hours of transcription and drafting that keep you out of those moments, so prospects meet the advisor they came to hire.

Book a Demo

From statement to analysis

AI portfolio review software for independent advisors

AI Statement Reading

Bring custodian statements in through advisor upload or a secure client link. Confirm positions before AI-powered analysis depends on them.

AI-powered analysis

AI structures risk, diversification, and scenario context into drafts you review, so the meeting starts from a consistent narrative. Your judgment stays in control.

Document & follow up

Package meeting materials and correspondence for review, then release through the channels you already use.

Client review operations

Scale reviews with AI, not headcount.

AdvisorPilot^™ is purpose-built workflow software for independent advisors, small collaborative offices, and institutional firms. It connects AI Statement Reading, AI-powered analysis, and client-ready materials in one sequence, so your firm spends less time on reading and analysis, and more time on advice, supervision, and relationships.

While initial meetings are a critical investment of Advisor time, it is the handoffs that consume the clock: PDFs in email or paper statements delivered by the client, positions in analysis tools, and narratives drafted in haste. AdvisorPilot^™ makes that preparatory work explicit, repeatable, and reviewable in minutes, without replacing your fiduciary judgment or regulatory obligations.

Request access See the workflow

Book of record - Harold Smith (example)

Confirm holdings

Harold Smith (example)

5 accounts

AI tags qualified (tax-deferred), Roth IRA, or taxable wrappers from statement headers. Tune each holding. Roth worksheets only sweep qualified balances ($1,404,840 detected so far).

Qualified

$1,404,840

Non-qualified taxable

$1,556,143

Roth IRA

Unknown wrapper

BRK-****-5502
Individual Taxable
8/8 verified - Non-qualified (taxable)
$1,284,905
IRA-****-1945
Traditional IRA
7/7 verified - Qualified
$684,251
401K-****-7710
401(k)
5/5 verified - Qualified
$428,746

Inside the workflow

Statement in. Materials out. Nothing lost in between.

AdvisorPilot is AI portfolio review software for independent financial advisors and small RIAs that turns client statements into confirmed holdings, AI-drafted portfolio analysis, and review-ready client materials. Upload statements yourself, send your client a secure upload link, or invite your client to the client portal, where they sign in with an email verification code, upload statements, and see an allocation view. AI reads the statements and you confirm every holding. AdvisorPilot drafts the analysis and the meeting materials. You edit, add your disclosures, and approve each report before you share it. Allocation shown is based on the statements uploaded, as of their dates. It is not a recommendation.

AI Statement Reading

Statement capture

Harold Smith (example)

Statement Capture

Queue one or many statement files, note which pages hold positions, then extract.

Client

Harold Smith

Age 60

Risk profile

Moderate

Used for calibration

Retirement age

Timeline input

Option A: have the client upload

Client upload link

Your client opens this on their phone and uploads their statement. The file is extracted and saved as a Draft in your CRM only, not another advisor's.

Create link

Option B: upload directly

Add one or more PDFs or images. Each picker adds to the queue so you can upload statements in batches. Remove any row uploaded by mistake before extracting.

+ Add statement files+ Take a photo

AI reads the statement. You confirm every holding.

From custodian PDFs to a confirmed book of record

Upload PDFs or photos of statements, or send your client a secure upload link tied to your firm. AdvisorPilot pulls the positions into one list and flags anything that needs a second look, such as a missing balance or an unusual concentration. Nothing moves to analysis until you confirm it.

Uploaded files are saved as a draft in your CRM only.
You send your client an invite to the client portal. Your client signs in with an email verification code, uploads statements, and sees an allocation view.
Allocation shown is based on the statements uploaded, as of their dates. It is not a recommendation.

AI-powered analysis

Portfolio review

Harold Smith (example)

$2,960,983

Current allocation

Based on confirmed holdings

100%

Allocated

Equity57%
Fixed24%
Cash17%
Unclassified2%

Draft allocation (illustrative)

Illustrative draft starting point the advisor edits. Example client, fictional data. Hypothetical, not a recommendation.

100%

Allocated

Equity40%
Fixed55%
Cash5%

AI-drafted analysis you review and edit.

Analysis and language that matches how you advise clients

AdvisorPilot drafts a plain-English portfolio summary for advisor use: current allocation, diversification and concentration, portfolio scores as supporting context, and talking points in your firm's voice. Compare against your own model portfolios. Every line is a draft you edit.

Move from positions to conversations clients can restate in their own words: risk tolerance, income reliability, diversification, and concentration.
Produce AI-powered analysis, guidelines, and talking points consistent with your firm's voice, allowing for full consultation before anything is shared with the client.
Portfolio scores are illustrative supporting context for the conversation, based on the holdings entered. Not a verdict or a recommendation.

Deliverables

Build a Flight Deck

Harold Smith (example)

Send Client Snapshot

The address below is the client's inbox (To:). You send from your connected Google or Microsoft account, not from this field.

Client email: snapshot recipient

Send snapshot

Client-ready materials and follow-up, from the same facts.

Flight Decks, snapshots, reports, and follow-up

Turn the review into a Flight Deck (your meeting-ready review packet), a Client Snapshot, an Advisor Deep Dive Snapshot, and performance reports. Draft the follow-up email from the same facts. Client emails that AI drafts are reviewed by the advisor before they go out. Some emails send automatically on a schedule the advisor turns on: event follow-up sequences the advisor reviews once at setup.

Export meeting-ready summaries and client-facing layouts suitable for print or archive from a single workflow.
Draft follow-up communications that reflect the same facts and conversations as the meeting, then apply your disclosures and send through your existing channels.
You add your disclosures and approve each report before you share it.

Fits your stack

Works alongside the tools you already use.

Start from the statements you already have. AdvisorPilot is not a replacement for your custodian, portfolio management, or planning software. It works before them: it turns messy, held-away prospect statements into clean, confirmed holdings, then a client-ready review. Your custodian shows the accounts you already manage; AdvisorPilot handles the ones a prospect brings in. Connects with Google and Outlook calendars. Imports holdings from spreadsheets.

Why AdvisorPilot

AI methodology for the next generation of advisors

A single workflow replaces fragmented PDF, spreadsheet, and email drafts for recurring reviews.

Traceability from AI Statement Reading to outbound materials supports supervision when review prep happens live in the meeting with the client.

Separation of AI-powered analysis from fiduciary judgment: AI is not a substitute for advice or suitability.

Built by advisors for independent advisors and firms that need wirehouse-grade discipline without wirehouse infrastructure.

Data and trust

Your data, your decisions.

Client portal sign-in uses an email verification code.

Hosted on Google Cloud (SOC 2 Type II certified); AdvisorPilot is pursuing its own SOC 2 certification.

AdvisorPilot prepares and drafts. You make every recommendation and review what it drafts before you use it. Not investment, tax, or legal advice.

Who it serves

Built for independent advisors who run their own meetings.

If you are the principal of a solo or small independent RIA, you meet every new prospect yourself, you prepare the reviews, and you do not have an ops team to hand the statements to. AdvisorPilot is built for you. Teams of up to 5 can share clients on Fleet.

Request access

Bring one auditable workflow to every client review.

We are onboarding early independent advisors now. Bring a redacted or sample statement, and we will show you where AdvisorPilot fits.

Questions? See the FAQ

Request access Watch the product tour