Every household, whole
Not just the last meeting. The whole arc. Goals, life events, held-away assets, worries raised, promises made. Any advisor can pick up the relationship and sound like they've been there the entire time.
New WealthAmp MCP: connect Claude & ChatGPT to client data
Turn client relationships into organic growth
Referrals are the highest-return growth channel your firm has, and the most inconsistently worked. WealthAmp helps every advisor become an expert at asking: it captures the whole client relationship, clears the admin, and surfaces the moments when an introduction is worth asking for.
See WealthAmp on your own workflow · 30 minutes, no slideware
JM
Advisor: Let's revisit your retirement timeline and the 529 for your daughter.
RC
Client: We're hoping to retire at 62. And yes, we just had a second child in March.
JM
Advisor: Congratulations! I'll update the plan and open a second 529.
RC
Client: We also rolled over an old 401(k), about $180k in held-away assets.
RC
Client: Honestly, this is the calmest we've felt about money in years. My brother keeps asking who we work with.
WealthAmp is capturing
Retire at 62New child · MarchOpen 2nd 529$180k held-awayBrother wants an intro
Auto-generated follow-ups
✓ Update financial plan & retirement model
✓ Draft account-opening form for 529
✓ Sync life event + assets to CRM
✓ Draft the intro request to Robert's brother
Why firms switch
Your best growth channel is the book you already have
10+ hrs
Given back to every advisor, every week. Hours that go straight back into client and prospect conversations.
5,000+
Firms run on WealthAmp, from independent RIAs to enterprise broker-dealers.
4.8 / 5
Average rating on G2 for ease of use, integrations, and ROI.
The problem
Referrals slip because the moment passes, not because advisors can't ask
The moment a client says they're happy is the moment to ask for an introduction. But advisors are heads-down in notes, intake forms, CRM updates, and follow-ups. By the time the admin is cleared, the opening has closed and the detail that created it is gone.
WealthAmp takes that work off their plate and keeps the whole relationship in view, so your advisors stay present in the room, catch the opening when it comes, and follow through while it still matters.
How it works
It starts with a memory of every relationship
Catching the right moment means knowing the whole story. So WealthAmp keeps one: a living picture of every client relationship that stays current on its own.
Most firms don't have a memory, just a thousand meeting notes
Every conversation gets written up, filed, and effectively forgotten. Before the next meeting someone digs back through notes, emails, and CRM fields to rebuild what the firm already knew. Meanwhile the small details that actually carry a relationship, the ones that create referral openings, quietly disappear.
WealthAmp holds it all in one place instead, updating the moment something happens: a meeting, a document, a change on the account. What your firm knows is never out of date and never has to be reassembled by hand.
- ✓ Always current, without anyone maintaining it
- ✓ Every detail traceable to the conversation it came from
- ✓ Shared across the firm, not stranded in one advisor's head
Chen household · what we know
Where they're headedRetire at 62
What changed recently2nd child · 529 opening
What they worry aboutVolatility · tuition
Offered an introductionBrother · Mar 14
Last updatedContinuously
Three kinds of memory
What your firm knows, finally in one place
Every advisor, sharper
WealthAmp learns how each advisor works: the conversations they run well, the ones that stall, the asks they leave on the table. The guidance gets more useful with every meeting instead of resetting each quarter.
Your firm, retained
When an advisor moves on, the relationship doesn't leave with them. Years of context stay with the firm, so the next conversation starts where the last one ended, not from a blank page.
Memory at work
Knowing everything is only useful if it does something
What your firm remembers shows up where the work actually happens: in the meeting, on the form, in the follow-up.
Stay in the conversation while WealthAmp takes the notes
Capture every meeting with unmatched accuracy, speaker attribution, and configurable templates, whether in person, on Zoom, or over the phone. Nothing said in the room stops at the note: it becomes part of what the firm knows about that household, the moment the meeting ends.
- ✓ Structured notes mapped to your firm's format
- ✓ Accurate speaker attribution and key-detail extraction
- ✓ Held-away assets, life events, and referral openings surfaced automatically
Meeting summary · auto-generated
Goals discussedRetire at 62
Life eventNew child (Mar)
Held-away assets$180,000
Action items4 created
Instantly fill out forms like intake and account openings
Because the details are already known, the forms fill themselves. WealthAmp completes intake and account-opening paperwork from what the household has told you over the years. No re-keying, no asking a client something they already answered. A warm introduction becomes a funded account without the friction that stalls it.
- ✓ Pre-filled intake, risk, and account-opening forms
- ✓ Data enriched from notes, emails, and documents
- ✓ Review, confirm, and send in seconds
Client intake form · 92% complete
Full nameRobert & Carol Chen
Dependents2
Target retirementAge 62
Risk toleranceModerate
Follow through while the moment is still warm
Recaps, replies, and introduction requests drafted from the full history of the relationship, not a summary of the last hour. It reads like someone who has known this family for years, because that's exactly what's behind it.
- ✓ AI-generated draft replies grounded in client history
- ✓ Post-meeting recaps with next steps, ready to send
- ✓ Your voice, your firm's tone, every time
Draft · recap + intro to Robert Chen
Hi Robert, great catching up today. To recap: we'll target retirement at 62, open a second 529 for your newest addition (congratulations!), and roll your $180k held-away 401(k) into the plan. You mentioned your brother has been asking who you work with, happy to make time for him whenever suits…
Drafted in3 seconds
The platform
One AI assistant behind every growth conversation
From the first meeting to the introduction that follows, WealthAmp handles the busywork end to end.
Note-Taking
Capture notes with unmatched accuracy, speaker attribution, and configurability.
Meeting Preparation
Get organized key details, agendas, action items, and client email drafts before meetings.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Client Queries
Surface referral openings, held-away assets, and major life events instantly.
Client Profile Management
Keep one unified, always-current client record synced across your whole wealth stack.
Integrations
WealthAmp integrates with your tech stack
Connect the tools your firm already runs on. Data flows both ways, automatically.
Zoom
Google Meet
Wealthbox
Salesforce
HubSpot
Orion
Redtail
eMoney
Practifi
Dynamics 365
Get started
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