Knowing everything is only useful if it does something.
Capture
Every meeting, in person, on Zoom, or over the phone, plus documents and account changes.
Understand
Key details extracted with speaker attribution: goals, life events, held-away assets, referral openings.
Remember
Everything becomes part of the firm's memory of that household, the moment the meeting ends.
Act
Prep, notes, forms, recaps, follow-ups, and introduction requests, drafted from the full memory.
Walk in already knowing what matters.
Organized key details, agendas, action items, and client email drafts, ready before every meeting.
Stay in the conversation. WealthAmp takes the notes.
"Let's revisit your retirement timeline and the 529 for your daughter."
"We're hoping to retire at 62, and we just had a second child in March."
"We also rolled over an old 401(k), about $180k. It's held away right now."
"Honestly my brother keeps asking who we work with."
Consider discussing education planning and updating beneficiaries.
Explore opportunityAsk whether they'd like to review consolidation options.
Ask this nextA natural moment to ask for a warm introduction.
Suggested response
Follow through while the moment is still warm.
Instantly fill out forms like intake and account openings.
Because the details are already known, the forms fill themselves, no re-keying, no asking a client something they've already answered.
- Pre-filled intake, risk, and account-opening forms
- Data enriched from notes, emails, and documents
- Review, confirm, and send in seconds
Ask a question, get context straight from the relationship.
WealthAmp integrates with your tech stack.
Connect the tools your firm already runs on. Data flows both ways, automatically.
Privacy-first, enterprise-grade.
Built for regulated firms, with SEC and FINRA compliance expertise behind the product. Meeting records, communications, and client data are captured and retained to support your books-and-records obligations: complete, retrievable, and review-ready.