Alcova

Why haven't note takers changed the industry?! We had a great time sharing what's wrong with AI strategy for Financial Advisers today and what you can do to better prepare for the future to 3x your capacity for clients. Link below.

An hour before each client meeting, Alcova sends the briefing: recent conversations, portfolio moves, open tasks. Read it on your phone on the way in.

Ever sent a client email to the wrong person? Alcova catches it before it leaves the outbox. Real time, inside Outlook, no change to how advisers work.

Your team already uses Claude. This is the upgrade: it answers with your firm's own knowledge, your meetings, your CRM, your procedures, ready for any client conversation. Watch how it works.

Statements of Advice still take hours per client. Alcova models the strategy and drafts the SoA on your own cases, in minutes. See it run on a real advice scenario.

Your CRM should fill itself in. Alcova listens to the work advisers already do, the meetings, the emails, the documents, and keeps the client record current without anyone typing a note. Hours of data entry a week, gone. See it running on a real client file.