Part of our Admin & Front Office agents
AI agents for financial advisor admin and office teams
Actionist is an AI automation tool whose agents operate the diaries, portal, and files your advisory admin team already uses, from chasing review bookings by hand to a clean daily queue.
Admin teams in advisory firms get back the hours lost to review chasing, portal requests, and filing.
AI Employees for Financial Advisors Admin & Office in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
The front office is where a client decides whether the firm has its act together. A missed review invite or a statement request left a week sounds small, and it is the kind of thing clients remember.
Actionist agents keep the review cycle moving, clear routine requests, and file what arrives, drafting every client-facing message for your approval first.
- No client drifts past their review dateReviews due in the next quarter are listed by adviser, with invites drafted and non-replies chased.
- Advisers walk in with the pack readyHoldings summary, last notes, and open actions are in one place before every review meeting.
- The portal queue is empty by closeRoutine requests like statement copies and address changes are prepared for approval within about a minute.
- Post goes to the right file the same dayProvider letters and signed forms are read, matched to a client, and filed, not left in a tray.
- Client records stay accurateContact changes, consents, and retention dates are kept current so mailings never bounce.
- Built around your front officeThese are examples of what an admin agent can do. Build a custom agent for any job you repeat.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Financial Advisors Admin & Office team's day.
Where the hours go
Annual reviews slip because the due list lives in someone's head and a client only notices when the invite arrives late, and then the adviser's diary is already full for the month.
An agent reads review dates in the CRM, lists clients due in the next quarter, and drafts invites with two real diary slots for approval, chasing any non-reply after a week.
The adviser opens the client file ten minutes before the meeting and rebuilds the picture from three systems: holdings, last notes, and whatever was promised last time.
An agent assembles a one-file review pack from the platform view, last notes, and open actions before every meeting, so the adviser walks in with the whole picture.
The portal queue builds into a pile of statement copies, address changes, and login resets, and one message that was really a complaint sits unseen among them.
An agent reads every portal request, prepares the routine replies for approval, and passes anything about advice or a complaint to a person untouched.
Provider letters and signed forms land in a tray, get scanned late, and are filed under the wrong client or not at all, which shows up only when an adviser needs one.
An agent reads each scanned letter, matches it to a client, files it under the convention, and lists anything it could not place for a person to sort.
Actionist Will Automate
What one automation looks like
A week with your Financial Advisors Admin & Office agents
Some of the apps for your Financial Advisors Admin & Office team
Some of the front-office apps your agent works in for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a client's review date comes within 90 days, the agent finds two open slots in the adviser's calendar within about a minute and drafts the booking invite. The office manager approves or edits it before it goes, and a seven-day chase date is diaried.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Review cycle120 min / weekReview dates tracked in a spreadsheet
Someone scans a spreadsheet each month to see who is due, writes each invite by hand, and forgets to chase the quiet ones.
Review cycle Agent0 minAgent lists and drafts on a scheduleAn agent lists reviews due, drafts invites with real diary slots for approval, and chases non-replies after a week.
- Review prep150 min / weekRebuilding the picture before each meeting
The adviser or an assistant copies holdings from the platform, finds last notes, and checks open actions across three systems.
Review prep Agent0 minAgent assembles the packAn agent builds a one-file pack from the platform view, last notes, and open actions before every review.
- Client portal110 min / weekWorking the portal queue by hand
Requests are opened one at a time, statements are hunted for, and the occasional complaint hides in the pile.
Client portal Agent0 minAgent sorts and prepares repliesAn agent sorts each request, prepares routine replies for approval, and passes advice questions and complaints to a person untouched.
- Post and filing100 min / weekLetters waiting in a tray
Post is scanned late, filed under the wrong client, and found only when an adviser asks.
Post and filing Agent0 minAgent matches and filesAn agent reads each scan, matches it to a client, and files it under the naming convention.
- Client records70 min / weekContact changes applied when someone remembers
Address changes sit in an inbox, consent dates are unknown, and duplicate records build up.
Client records Agent0 minAgent keeps records currentAn agent prepares each change for approval, tracks consent age, and lists duplicates for a person to merge.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent working the client portal, the diaries, and the post only earns trust if you stay in control. Actionist lets you see everything it touched, approve anything a client will read, and keep every record it creates.
Review invites, portal replies, and reminders are drafted and queued for sign-off. Nothing reaches a client unless you widen that autonomy yourself.
A message about advice, performance, or a complaint is passed to the right person untouched. The agent never replies to it and never guesses.
Each request read, file moved, and draft created is logged with a timestamp, so you can show what happened and who approved it.
Client data is encrypted and never used to train any model. Self-host on your own VPS if everything must stay on your infrastructure.
More Financial Advisors & Wealth Mgmt teams
Frequently asked questions
Does my admin team need to be technical to use Actionist?
How do I get started with an agent for our front office?
How do I build a customised agent for how our firm handles clients?
How quickly can I set up an admin agent?
Where does our client data live, and is it used to train AI models?
Our portal and back-office system have no automation API. Can an agent still work in them?
Will an agent write to a client without my seeing it first?
What happens when a client asks the portal for advice or raises a complaint?
Does this replace our client service administrators?
See an agent fill next month's review diary and clear the portal queue
Book a free demo and watch an Actionist agent list who is due a review, draft the invites, and sort the portal requests, ready for your approval.