Part of our Founders & Executives agents
AI agents for financial advisor firm founders
Actionist is an AI automation tool whose agents operate the apps firm founders use. Move from chasing advisers for numbers and rebuilding the partner pack to a scorecard and evidence waiting for review.
Partners get back the hours lost to scorecard building, evidence gathering, and inbox sorting.
AI Employees for Financial Advisors Founders & Executives 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
In an advisory firm the partners are also the advisers, the compliance owners and the people who sign every cheque. Running the practice gets squeezed into the margins of a client-facing week, so the numbers are chased late and the oversight evidence is gathered in a rush.
Actionist agents prepare the scorecard, the file samples, the renewal dates and the partner pack, and put each one in front of a partner. Nothing is decided by an agent: complaints, compliance, strategy and succession stay with the people who answer for them.
- A scorecard that is already built on MondayAUM, recurring fees and new business pulled together before anyone asks an adviser for a figure.
- Oversight evidence ready on requestFile samples, closed actions and the complaints register current, not reconstructed under pressure.
- No renewal date missedProfessional indemnity, licences and contract dates surfaced weeks before the notice arrives.
- Adviser capacity seen earlyA full diary or an overloaded client bank noticed before it becomes a service problem.
- A succession plan that stays currentThe valuation and continuity pack refreshed on a schedule, not only when a buyer calls.
- Hours for the work only partners can doStrategy, hard client conversations and the people decisions stay with you.
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 Founders & Executives team's day.
Where the hours go
The partner pack is rebuilt every month by chasing each adviser for numbers, and by the time it is assembled the figures are already two weeks old.
An agent reads the CRM and platform reports on a schedule, lays out AUM, recurring fees and new business against target, and drafts the pack for partners to edit.
File-review evidence, the complaints register and adviser sign-offs live in different folders, and a regulator or auditor request turns into a scramble to find and index them.
An agent keeps an indexed evidence list current, flags files and actions that are overdue, and assembles the pack for your compliance owner to review.
The principal's inbox and diary are a daily sort of provider emails, clashes and open actions, which eats the first hour of every client-facing day.
An agent prepares a morning briefing, lists what needs a partner's decision, drafts routine replies for approval, and chases open actions from the last meeting.
Renewal dates, succession planning and valuation figures are only touched when an insurer, a regulator or a buyer asks, and then there are days rather than weeks to respond.
An agent watches the renewal calendar, refreshes the continuity and valuation packs on a schedule, and puts each one in front of a partner well before it is needed.
Actionist Will Automate
What one automation looks like
A week with your Financial Advisors Founders & Executives agents
Some of the apps for your Financial Advisors Founders & Executives team
Some of the apps your agents operate for a financial advisor executive office. 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.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Executive Office60 min / weekBuilding the monthly partner pack
A partner chases each adviser for figures, pastes them into a document the evening before the meeting, and discovers a gap too late to fill it.
Executive Office Agent0 minAgent drafts from live figuresAn agent reads the CRM and fee sheets, drafts the pack with its gaps noted, and a partner edits the narrative before the meeting.
- Executive Office45 min / weekFinding oversight evidence
File reviews, sign-offs and the complaints register are searched across folders when a regulator or auditor asks, under a deadline.
Executive Office Agent0 minAgent keeps an indexed listAn agent keeps an indexed evidence list current, flags overdue actions, and assembles the pack for your compliance owner to review.
- Executive Office210 min / weekClearing the principal's desk
The first hour of every client-facing day goes on provider emails, diary clashes and asking who owns which open action.
Executive Office Agent0 minAgent briefs and draftsAn agent posts a morning briefing, drafts routine provider replies for approval, and lists open actions by owner.
- Executive Office30 min / weekRemembering renewals
Professional indemnity, licence and contract dates sit in a spreadsheet read only when a reminder arrives from the insurer.
Executive Office Agent0 minAgent watches the calendarAn agent lists everything due in ninety days with notice periods and prepares each renewal pack for a partner to complete.
- Executive Office25 min / weekKeeping succession and valuation current
The continuity plan and valuation figures are dusted off only when a partner retires or a buyer rings.
Executive Office Agent0 minAgent refreshes on a scheduleAn agent refreshes the continuity plan and valuation data quarterly, marks what changed, and leaves every choice to the partners.
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: ~4 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
The executive office handles the firm's most sensitive information, so Actionist keeps you in charge of what an agent may read, draft and send, and of every decision it supports.
Strategy, complaints outcomes, compliance judgements and succession choices stay with your partners. The agent assembles evidence and drafts; it never concludes.
Client notices, replies to providers and firm updates are drafts that wait for a partner. You can widen autonomy later, and destructive actions always ask first.
Every pack, check and flag is logged with what was read and when, so you can show how a figure or a list was produced.
Client and firm data is encrypted, never used to train models, and can be self-hosted on your own infrastructure if your firm requires it.
More Financial Advisors & Wealth Mgmt teams
Frequently asked questions
Does a partner need to be technical to use Actionist?
How do I get started with an executive office agent for my firm?
How do I make a customised AI agent for how our partners run the firm?
How quickly can I set up an agent for our executive office?
Where does firm and client data live, and is it used to train AI?
How does an agent read provider portals and regulator sites that have no API?
Will the agent send a notice to clients or reply to the regulator without us seeing it?
Does this replace our compliance officer or the partners' judgement?
Could an agent miss something that matters in a file review or a complaint?
See an agent build your partner pack
Book a free demo and watch an Actionist agent pull a scorecard from your CRM and draft the monthly partner pack for review.