Personalized client emails, recaps, and intro requests in seconds
Draft replies, post-meeting recaps, and introduction requests grounded in the client's real history: accurate, on-brand, and ready to send, so the follow-up and the ask never slip.
Hi Robert, great catching up today. To recap: we'll target retirement at 62, open a second 529, and roll your $180k held-away 401(k) into the plan. Forms to follow…
What email does for you
- ✓ AI-generated draft replies backed by client data
- ✓ Post-meeting recap emails with clear next steps
- ✓ Introduction requests drafted while the moment is warm
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.
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.
See Email in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.