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A branded proposal deck for every prospect

AI automation for wealth management firms. A prospect’s brokerage statements become a proposal deck in your firm’s own template, ready for an advisor to check before the meeting. Nobody types holdings into a spreadsheet first.

Book a free Claude 101

Free one-hour training for your team on Claude, the AI assistant made by Anthropic. A real training, not a pitch. ChatGPT and Copilot users are welcome.

Set up for Strategic Wealth Partners. An advisor checks every deck before it goes out.

Step one
A free Claude 101
One hour of training for your team, on their own work.
Step two
A workflow review
$300 to $500. A written list of the routines worth changing. The fee comes off the setup.
Step three
One recurring task set up
From $5,000. Fitted to your templates, your tools and your own documents.
Step four
Used on real work
Your team uses it on live work, and one round of changes follows.
Step five
Paid once it fits
Your firm keeps everything, and your team is trained to change it.

Set up for Strategic Wealth Partners

Statements go in. Holdings come out sorted by the firm's own asset categories, the current allocation is computed against the proposed one, and both land on the right slides of the firm's branded proposal deck. The advisor reviews a proposal rather than a spreadsheet.

Totals have to reconcile to the figure printed on the statement. When they do not, the run stops rather than producing a tidy but wrong allocation.

The same setup, for your firm

Portfolio analysis from account statements

Any custodian, any layout, scanned or digital.

Prospect proposal decks

Your template, your slide order, filled.

Client reporting and review packets

Assembled before the meeting rather than the night before.

Meeting notes filed to the client record, so your client database stays current without anyone retyping.

A knowledge base over your own files

Policies, models and past recommendations.

Works with the tools you already use

Black Diamond, Salesforce, Redtail, eMoney, PowerPoint, Google Slides, Excel, SharePoint and Dropbox. Where your wealth management software has an interface, Atlantic Labs connects to it.

Questions

  1. Which custodians?

    Any. Each statement's layout is read on the way in.

  2. Who checks the allocation?

    The advisor, before the meeting.

  3. Does client data leave the firm’s systems?

    No. The work runs in the firm’s own Claude account, reading statements where they are already stored.

  4. What about compliance?

    Nothing reaches a client without a person approving it, and every figure traces back to the statement it came from.

Book a free Claude 101