AI Secretary automates routine tasks like note-taking and data entry, allowing financial advisors to focus on growth and client relationships.
What is AI Secretary?
AI Secretary integrates seamlessly with your existing tools, automating the busywork and connecting your financial software for a smoother workflow.
Seamless Integration
Connect effortlessly with financial advising platforms that you use day-to-day.
Streamline Operations
Automate repetitive tasks and reduce administrative burdens.
Boost Efficiency
Focus on high-value activities while AI handles the details.
Elevate Your Financial Advisory
Streamline Your
Workflow Effortlessly
AI Secretary was conceived out of frustration with the tedious day-to-day of Financial Advising. Writing down notes, data entry, and client follow-up all take time away from revenue generating activity for Financial Advisors and are all things that can be automated by AI.
AI Secretary aims to eliminate the time advisors and/or their staff spend completing back-of-office tasks so they can spend time on the things that are important
Invest in the Future of Financial Advisory
Join us at AI Secretary as we transform the landscape of financial advising through cutting-edge AI technology. Our platform streamlines time-consuming tasks, empowering advisors to focus on what they do best—serving their clients. By investing in AI Secretary, you're not just funding a product; you're pioneering a movement towards more efficient, tech-driven financial services. Discover how your contribution can drive innovation and profit.
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Stay updated with our latest software progress, new features, and what's coming next for AI Secretary
Why I Created AI Secretary: The Problem Advisors Didn’t Know They Could Solve
Why I Created AI Secretary: The Problem Advisors Didn’t Know They Could Solve
Being a financial advisor is supposed to be about helping people secure their futures, not spending hours on data entry, note-taking, and administrative work. But as my own practice grew, I saw firsthand how much time and energy was lost to these tasks—time that could have been spent deepening client relationships or growing the business.
I wasn’t alone. Every advisor I spoke to faced the same challenge. The job we signed up for was getting buried under paperwork, and hiring more staff wasn’t always a viable solution. That’s when I realized: AI could do this better, faster, and cheaper.
The Birth of AI Secretary
I created AI Secretary with a simple mission: to give financial advisors their time back. Instead of spending hours after client meetings transcribing notes, updating CRMs, and inputting financial data, what if AI could handle it all? What if advisors could walk out of a meeting and have everything automatically recorded, summarized, and organized—without lifting a finger?
That’s exactly what AI Secretary does. It listens, captures key details, and integrates seamlessly with the software advisors already use. No more late nights catching up on paperwork. No more missed details. Just more time to focus on what really matters—serving clients and growing a practice.
More Than Just a Time-Saver
AI Secretary isn’t just about efficiency; it’s about elevating the role of the financial advisor. By eliminating tedious administrative work, it allows advisors to be more present, strategic, and proactive with their clients.
And let’s be real—technology isn’t the future of financial advising; it’s the present. Clients expect advisors to be tech-savvy, and firms that embrace AI will have a competitive edge.
Looking Ahead
This is just the beginning. AI Secretary is evolving to do even more—like reading documents, handling follow-ups, and even assisting with financial planning. The goal is to create a smarter, more intuitive assistant that makes financial advising seamless and scalable.
If you’re an advisor drowning in paperwork, AI Secretary was built for you. Because your time is too valuable to be spent on anything less than your highest-impact work.
Ready to see how AI Secretary can transform your practice? Join our Beta program today and start experiencing the future of financial advising.
What our Advisors are Saying
Hear from fellow advisors about how AI Secretary is transforming their work
AI Secretary has been a game changer for my practice. It takes care of all the tedious admin work like notes and follow-ups, so I can focus on what matters—my clients.
— Mike T., Financial Advisor
I love how AI Secretary handles tasks I used to spend hours on. It’s reliable, accurate, and has freed up so much of my time to focus on growing my business.
— Lisa K., RIA Owner
Having AI Secretary is like having the perfect assistant. It keeps me organized, saves me time, and helps me deliver a better experience for my clients.
— James H., Wealth Manager
Be the First to Experience AI Secretary
We’re looking for forward-thinking advisors to join our exclusive beta testing group. Be among the first to explore the features of AI Secretary and provide feedback that will shape the future of financial advising. Connect directly with our founders and help us refine our revolutionary platform.
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Frequently Asked Questions
What is AI Secretary?
AI Secretary is an AI-driven platform that automates administrative tasks for financial advisors, such as note-taking and client follow-ups, allowing advisors to focus on client interactions and business growth.
How does AI Secretary integrate with my existing software?
AI Secretary seamlessly integrates with popular financial planning software, ensuring a smooth workflow without disrupting your current tools.
What tasks can AI Secretary automate?
Our platform automates tasks like data entry, note-taking, and client follow-up reminders, saving you time and reducing administrative burdens.
Who can benefit from AI Secretary?
Financial advisors and firms looking to improve efficiency and productivity can greatly benefit from AI Secretary's automation capabilities.
How does AI Secretary ensure data security?
AI Secretary prioritizes data protection by employing advanced encryption and security protocols to safeguard client information, ensuring compliance with industry standards and regulations.
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