AI for Financial Advisers
Stop Managing Software. Start Managing Wealth.
Sentia+ is the AI-powered personal operator built specifically for financial advisers. Sentia+ replaces the CRM, the spreadsheets, and the manual follow-ups. It knows your clients, tracks every review cycle, records and transcribes every meeting, and tells you exactly who needs your attention — every single day. At $75 per month, Sentia+ replaces crm, spreadsheets, task managers, and more — giving financial advisers a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces CRM (Redtail, Wealthbox, Salesforce). It replaces Spreadsheets (Excel, Google Sheets). It replaces Task Managers (Asana, Monday, ClickUp). It replaces Calendar Apps (Calendly, Cal.com). It replaces Meeting Notes (Otter, Fireflies, Fathom). It replaces Lead Gen Tools (LinkedIn Sales Nav, SmartAsset).
Financial advisers are buried in admin, not advising.
Between updating client records after every meeting, tracking annual reviews in spreadsheets, managing referral pipelines, and prepping for quarterly reviews — you're spending half your day on software instead of building client relationships.
Key Challenges for Financial Advisers
- Client Review Tracking is Manual: Annual and semi-annual review dates live in spreadsheets or your CRM. When a review slips, client trust erodes — and compliance risk grows.
- CRM Updates After Every Meeting: Every client meeting requires logging notes, updating the contact record, scheduling the next review. That's 15 minutes of admin per meeting, every single time.
- Meeting Prep is Time-Consuming: Before a client review, you're pulling up portfolio details, checking communication history, reviewing their goals — across Redtail, your email, and your custodian platform.
- Referral Follow-Ups Go Cold: A client referred their colleague three weeks ago. You meant to reach out. You planned to send that introduction email. Life happened.
- No Clear Pipeline Visibility: How many prospects are in your pipeline? What's your total AUM growth this quarter? Which clients haven't had a review in 6 months? Hard to answer without Excel.
- Compliance Documentation is a Headache: You need records of every client interaction, every recommendation, every follow-up. Scattered across email, notes, and CRM entries makes audits stressful.
One AI. Every client. Every review. Handled.
Sentia+ replaces the CRM, the spreadsheets, and the manual follow-ups. It knows your clients, tracks every review cycle, records and transcribes every meeting, and tells you exactly who needs your attention — every single day.
Sentia+ is the AI-powered personal operator built for financial advisers and wealth managers. Manage client relationships, track review schedules, automate follow-ups, and grow your book of business — all in one workspace. No CRM. No spreadsheets.
Sentia+ Features for Financial Advisers
- AI Client Briefings: Before any client meeting, ask Sentia to brief you. Get their relationship history, engagement score, review timeline, and personalised talking points — in seconds, not hours.
- Client Review Pipeline: Kanban board tracks every client relationship by stage: Prospect, Onboarding, Active, Review Due, Review Scheduled, Review Complete. See your entire book of business at a glance.
- Automated Review Scheduling: Set review intervals — annual, semi-annual, quarterly — on every client. Sentia auto-creates the next review task when you complete one. No client falls off the schedule.
- Meeting Recording & AI Notes: Record client reviews and planning sessions. AI transcribes, summarises, extracts action items, and creates follow-up tasks. A complete record of every interaction for compliance.
- Unified Inbox — Every Channel: Email, LinkedIn, WhatsApp, Teams — every client conversation in one view. Emails auto-linked to client records so you always have the full communication history.
- AI-Powered Referral Prospecting: Define your ideal client — executives, business owners, retirees — and let Sentia find qualified referral prospects. Get contact details and company info for warm introductions.
- AI Strategic Plans & Proposals: Generate tailored financial planning proposals and strategic reviews with one click. AI analyses client context and produces professional, presentation-ready documents.
- Company & Market Research: Research any company or market trend with AI-powered web search. Get cited, real-time data — perfect for client portfolio discussions, due diligence, and market commentary.
- AUM & Revenue Analytics: Track assets under management, revenue targets, new client acquisitions, and retention rates. Visual dashboards and trend analysis — no spreadsheets required.
How Financial Advisers Use Sentia+
- Morning: Your Daily Pulse: Open Sentia+ and see today's client reviews, follow-up calls, referral outreach, and priority tasks. No logging into multiple systems.
- Before a client review: AI briefing: Ask Sentia to brief you on the client. Get their relationship timeline, last interaction, review history, engagement score, and personalised talking points — in seconds.
- During the meeting: Everything recorded: Record the review meeting. AI transcribes, summarises key decisions, and extracts action items. Compliance documentation handled automatically.
- After the meeting: Auto-scheduled follow-ups: Action items become tasks. The next annual review is auto-scheduled. Notes are attached to the client record. You move on to your next appointment.
- Growing your book: AI finds prospects: Define your ideal client profile — business owners, executives, retirees in your area — and Sentia surfaces qualified leads with contact details and LinkedIn profiles.
Software Sentia+ Replaces for Financial Advisers
- CRM (Redtail, Wealthbox, Salesforce)
- Spreadsheets (Excel, Google Sheets)
- Task Managers (Asana, Monday, ClickUp)
- Calendar Apps (Calendly, Cal.com)
- Meeting Notes (Otter, Fireflies, Fathom)
- Lead Gen Tools (LinkedIn Sales Nav, SmartAsset)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Financial Advisers
Is Sentia+ a financial planning tool?
No. Sentia+ handles your client relationships, pipeline, communications, meetings, and follow-ups — the business management side of being a financial adviser. Use it alongside your financial planning software and custodian platform.
Can I track annual and semi-annual review cycles?
Yes. Set review intervals on every client — annual, semi-annual, quarterly, or any custom interval. When you complete a review, Sentia auto-creates the next one. Infinite review chains that never miss a client.
Is it compliant for record-keeping?
Sentia+ records meetings with full transcripts, logs all communications, and maintains a complete interaction history for every client. This provides a robust audit trail. However, compliance requirements vary by jurisdiction — consult your compliance officer for specific record-keeping obligations.
Does it work for a solo adviser or just firms?
Sentia+ was built for individuals first. One adviser can get massive value. If you grow into a firm, the Enterprise tier adds team management, role-based access, shared client visibility, and firm-wide analytics.
Can I import my existing client list?
Yes. CSV import with smart field mapping handles contacts, companies, and pipeline records. Download a template, paste your client data, and import with duplicate checking.
How much does it cost?
$75/month for Sentia+ Individual — introductory price, will increase. Includes everything: unlimited clients, AI assistant, email sync, calendar, meeting recording and transcription, pipeline, lead gen, analytics, and follow-up automation. Teams at $100/user/month with shared pipeline and team analytics. Enterprise at $200/user/month for firms.
Sentia+ Pricing for Financial Advisers
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Financial Advisers Say About Sentia+
I manage 180 client households. Before Sentia, tracking annual reviews was a nightmare. Now every review is auto-scheduled and I get a briefing before every meeting. No client slips through.
— Independent Financial Adviser
The meeting recording alone saves me 30 minutes per client. Full transcript, action items, and compliance notes — automatically. My paraplanner loves it.
— Wealth Manager, $200M AUM
I replaced Redtail, Calendly, and my Excel tracking sheet with Sentia. $75/month instead of $250. And the AI briefings make me sound like I remember everything about every client.
— Solo Financial Planner