Turn Website Visitors Into Booked Financial Consultations
High-net-worth prospects research advisors before reaching out. Your AI chatbot answers their questions, demonstrates your expertise, and books discovery calls — even when markets are closed.
82%
of HNW prospects research advisors online before first contact
3x
more discovery calls booked with immediate chatbot engagement
65%
of advisor website visitors leave without ever contacting them
Live Demo — Try it now
WealthBot
AI Assistant · Online now
Prospective financial planning clients rarely call on impulse — they research, compare, and evaluate before reaching out. During that research phase, your website is your primary pitch. An AI chatbot that answers intelligent questions about your investment philosophy, fee structure, and service minimums converts that research moment into a booked discovery call.
For RIAs, wealth managers, and financial planners, the chatbot handles the initial education phase: explaining AUM fees versus flat fees, describing your client onboarding process, and clarifying what financial planning actually includes. This builds confidence and filters for clients who are genuinely ready to engage.
The compliance angle matters too — your chatbot is configured to provide general information only, never specific investment advice. It's your practice's knowledgeable front door: welcoming, informative, and compliant.
See How It Works for Financial Advisors
Watch a walkthrough of the AI chatbot in action for your industry.
What the AI Chatbot Does for Financial Advisors
Fee Structure Explanation
Explain AUM fees, flat fees, and hourly rates in plain language so prospects understand your compensation model before the first call.
Client Minimum Qualification
Politely communicate your investment minimums and ideal client profile, saving both you and unqualified prospects valuable time.
Discovery Call Booking
Convert warm prospects into booked discovery calls with direct calendar scheduling while their interest is at its peak.
Service Area Clarification
Explain the difference between financial planning, investment management, and retirement planning so clients arrive knowing what they need.
Talk to Your Financial Advisors AI Chatbot
Ask it anything a real financial advisor customer would ask.
WealthBot
AI Assistant · Online now
Built Specifically for Financial Advisors
SEC/FINRA Compliant Messaging
Configured to provide general information only with appropriate disclosures — never specific investment recommendations.
Credentials & Philosophy Showcase
Highlight your CFP, CFA, or other credentials and your investment philosophy in the chat flow, building trust before the first meeting.
Ideal Client Profiling
Gently qualify prospects by asking about their financial situation, goals, and timeline — ensuring discovery calls are with the right people.
Existing Client Support
Help existing clients with questions about their portal, statement access, document requests, and meeting scheduling.
Market Commentary Delivery
Share links to your latest market updates, blog posts, or newsletters to demonstrate thought leadership in the chat.
Common Questions from Financial Advisors
Will the chatbot comply with SEC and FINRA requirements?
Yes. The chatbot is configured to provide general educational information only, with appropriate disclosures. It never makes specific investment recommendations or provides personalized financial advice — those conversations happen with you.
Can I use it to filter out clients below my minimum?
Absolutely. You can configure the chatbot to ask about investable assets and politely communicate your minimum during the conversation — saving everyone time and keeping your discovery calls focused.
How does it handle prospects asking about specific investments?
When prospects ask about specific stocks, funds, or strategies, the chatbot responds with general education and directs them to book a consultation where personalized advice can be given compliantly.
Can it work for both RIAs and broker-dealers?
Yes, though the specific compliance language differs. You configure the chatbot with your firm's specific disclosures and compliance requirements. We recommend reviewing the chatbot content with your compliance officer.
What types of clients does this work best for?
Financial advisors serving pre-retirees, business owners, executives, and high-net-worth individuals see the strongest results — prospects who research thoroughly before committing.
How do we handle existing client questions through the chatbot?
You can configure a separate path for existing clients — directing them to your client portal, providing your office contact, or helping them schedule review meetings. All without your team picking up the phone.
Convert Prospective Clients While You Manage Portfolios
One new client relationship pays for years of subscription. Your AI front office works while you focus on managing wealth.
Live in 15 minutes · No technical knowledge required