Privacy-first & secure
Enterprise security, SOC 2 Type II, bank-grade encryption, and granular admin controls.
Underneath the plays
The working surfaces. Included, never the pitch.
The seven growth plays need conversations, profiles, documents and drafts, so WealthAmp ships all of them. These are components of the growth layer rather than products we sell — and never a reason to remove a capture tool that already works for you.
What we sell
The numberOrganic growth rate
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Meeting Preparation
The one thing to land, the questions to ask, and a minute-by-minute game plan for every meeting.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Client Queries
Ask questions across every client conversation your firm has ever had, and see the patterns.
Note-Taking
Capture every conversation accurately, with a citation for every extracted claim.
Client Profile Management
A profile that writes itself from conversations, every fact cited, no data entry.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
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.
Built for fiduciaries
We open with your CCO, not against them
The firm configures the language rules, every output traces to its source, and nothing here resembles a paid referral scheme.
Reporting & controls
Detailed reporting on your client conversations, plus ROI tracking leadership can see.
Team collaboration
Coaching, shared templates, and workflows so the whole team works a relationship like your best advisor does.
WealthAmp MCP
Securely connect Claude, ChatGPT, and other AI tools directly to your client data.
Customizable workflows
Tailor templates, fields, and automations to how your firm actually operates.
Full compliance
Complete documentation and an audit-ready trail for every client interaction.
Get started
One meeting. One number.
Your organic growth rate, and your plan to move it. We will show you the seven plays running against a book like yours.