Privacy-first & secure
Enterprise security, SOC 2 Type II, bank-grade encryption, and granular admin controls.
The platform
Everything an advisor needs, automated end to end
WealthAmp handles the admin work across your entire client workflow, from the first meeting to the introduction that follows, so your advisors spend their time on the conversations that grow the firm.
Given back to every advisor
Every week10+ hrs
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.
Built for firms of every size
Enterprise-grade from day one
Privacy-first AI with the security, controls, and reporting that compliance teams require.
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
Start growing from the book you already have
Walk through the WealthAmp platform with our team and see where the referral opportunities in your book are hiding.