The AI Companion for Financial Advisors & Estate Planners
Ambient AI for client meetings, documentation, and compliance
AI-Powered Documentation and Workflow Solution for Advisors
Advisors and planners face mounting paperwork, growing compliance requirements, and rising administrative costs — all while trying to spend more time with clients and less time behind a desk.
- Advisors spend 30-40% of their time on documentation and reporting instead of client engagement.
- Cerulli Associates
- Client review meetings generate hours of follow-up notes, forms, and compliance logs .
- FINRA
- Estate plans often require weeks of document collection, drafting, and versioning.
- WealthManagement.com
- Compliance tasks (KYC, disclosures, fiduciary records) are increasingly burdensome for solo advisors and small firms.
- InvestmentNews
- Forward-looking firms are piloting AI to automate documentation, reduce errors, and free more time for client relationships.
- Barron's
It doesn't have to be this way.
Built with input from financial advisors and estate planning professionals, Prompted helps streamline client documentation, reduce compliance risk, and free up hours for meaningful client interaction.
- Reduction in meeting documentation time
- Up to 0%
- Reclaimed advisor time per week
- 5-10 hours
- Increase in client-facing capacity
- ~0%
These results come from automating repetitive paperwork, enforcing templates, and delivering searchable, validated records that integrate with CRM and compliance systems.
Task automation is critical for success in the future.
Why Advisors & Estate Planners Choose Prompted
- Auto-generate meeting notes & summaries.
- Turn recordings or notes into polished, compliance-ready client files.
- Estate planning support.
- Draft wills, trusts, and beneficiary updates with firm-approved templates.
- Compliance & audit logs.
- Automatically track disclosures, KYC, and fiduciary documentation.
- Template enforcement.
- Ensure consistent client review reports, financial plans, and risk profiles.
- Data extraction & tagging.
- Summarize portfolios, tax documents, and insurance policies.
- Client communication.
- Generate clear updates, follow-up letters, and onboarding packets.
- Automate routine tasks.
- Beneficiary changes, account transfer forms, quarterly review reports, and compliance certifications.
- Integrations.
- Connect with CRMs, portfolio management tools, and custodial platforms.
- Customize.
- Customize workflows across advisory, estate planning, and compliance teams, each with its own dedicated prompt library.
What Advisors Say
"Prompted turned hours of meeting notes into polished reports in minutes — clients are impressed, and I'm no longer buried in paperwork."
"Estate plans that used to take weeks are now ready in days. Prompted enforces our templates and keeps everything compliant."
"The follow-up letters and compliance logs practically write themselves — it's like having a full-time assistant."
Ready to See Prompted in Action?
Free your team from paperwork. Reclaim hours every day.
Focus on what matters most — with AI you can trust.