Surface the growth hiding in your conversations
Ask WealthAmp anything about your book. It surfaces referral openings, held-away assets, planning opportunities, and major life events across every client interaction, including the introductions that were offered and never followed up.
What client queries does for you
- ✓ Natural-language questions across your whole book
- ✓ Clients who offered an introduction, ready to follow up
- ✓ Life-event triggers for proactive outreach
Explore the rest of WealthAmp
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 Profile Management
Keep one unified, always-current client record synced across your whole wealth stack.
See Client Queries in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.