Any client. Any device. Anytime.

Strategic Advice Manager® (SAM) is an AI expert system that surfaces personalized, compliant strategies for every client in seconds, allowing your advisors to serve more of their book, not just the wealthiest few.

• Weighs goals, priorities and risk tolerance to find the right path forward
• Every recommendation traceable from input to output
• Deterministic, auditable and built on best practices

Give clients room to explore personalized strategies any time, on any device.

• Contextual planning available whenever, wherever clients need it
• A broader addressable market across the entire wealth continuum
• Advisor time spent on more complex scenarios

We connect to your firm’s existing technology through a two-way, open API. Data flows in automatically and recommendations flow out without manual entry or workflow disruption. We built our planning engine headless from day one, so it drops into your stack and your brand, not the other way around.

• Generate a plan with all available data on the client
• Automate plan fulfillment and client communication workflows
• Export data to fuel business intelligence and deeper client service