PATENTED TECHNOLOGY | BUILT BY ADVISORS, FOR ADVISORS

Info & Announcements

June 27, 2025

As a financial advisor, I realized the job was getting buried under paperwork. So, I built a solution. Learn why I created AI Secretary to give advisors their time back and how it’s transforming pract…

July 8, 2025

Discover how AI Secretary is evolving in Phase II with enhanced note-taking accuracy and seamless integration into advisor workflows via RedTail and Orion. Learn about the successful outcomes from Bet…

June 13, 2025

As a financial advisor, I realized the job was getting buried under paperwork. So, I built a solution. Learn why I created AI Secretary to give advisors their time back and how it’s transforming pract….

July 20, 2025

Discover how AI Secretary is evolving in Phase II with enhanced note-taking accuracy and seamless integration into advisor workflows via RedTail and Orion. Learn about the successful outcomes from Bet…

Take the Shortcut way to Production

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.