AI for Wealth Management Consultants
Stop Managing Spreadsheets. Start Managing Wealth.
Sentia+ is the AI-powered personal operator built specifically for wealth management consultants. Sentia+ replaces the CRM, the spreadsheets, and the manual follow-ups. It knows every household, tracks every review cycle, records 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 wealth management consultants 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 Financial Services Cloud). It replaces Spreadsheets (Excel AUM trackers, Google Sheets review schedules). 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 Navigator, SmartAsset).
Wealth management consultants are drowning in relationship management overhead.
Between tracking portfolio review cycles across 100+ HNW households, logging every client interaction for compliance, prepping for quarterly reviews, and nurturing referral pipelines — you're spending more time on admin than advising clients on their financial futures.
Key Challenges for Wealth Management Consultants
- Review Cycles Fall Through the Cracks: Quarterly, semi-annual, and annual reviews for each household — multiply that by 120 clients and you're managing hundreds of review dates across spreadsheets and calendar reminders.
- Client Prep Takes Hours, Not Minutes: Before every client meeting, you're pulling account summaries from your custodian, checking email history, reviewing notes from the last meeting, and building an agenda. Across four different systems.
- Referral Pipelines Go Cold: Your best clients introduced you to their business partners last month. You meant to follow up with a personalised note and schedule an introductory meeting. Three weeks later, the moment has passed.
- Compliance Documentation is Scattered: Every recommendation, every interaction, every suitability conversation needs a record. When your compliance officer asks, you're digging through emails, CRM notes, and meeting recordings.
- No Unified View of Your Book: Total AUM, revenue per household, client tenure, review status — these metrics live in separate systems. Building a practice management dashboard means exporting to Excel every month.
- Team Handoffs Are Messy: When your associate meets with a client, they need context fast. But client history is scattered across your inbox, CRM, and personal notes — nothing is consolidated.
One AI. Every client. Every review. Handled.
Sentia+ replaces the CRM, the spreadsheets, and the manual follow-ups. It knows every household, tracks every review cycle, records every meeting, and tells you exactly who needs your attention — every single day.
Sentia+ is the AI-powered personal operator built for wealth management consultants. Manage HNW client relationships, track portfolio review cycles, automate follow-ups, and grow your book of business — all in one workspace. No CRM. No spreadsheets. No missed reviews.
Sentia+ Features for Wealth Management Consultants
- AI Client Briefings: Before any client meeting, ask Sentia to brief you. Get the household's full history — last review date, communication timeline, engagement score, AUM tier, and personalised talking points — in seconds.
- Client Review Pipeline: Kanban board tracks every household by stage: Prospect, Onboarding, Active, Review Due, Review Scheduled, Review Complete. See your entire book of business at a glance with AUM-weighted prioritisation.
- Automated Review Scheduling: Set review intervals — quarterly, semi-annual, annual — on every household. Sentia auto-creates the next review when you complete one. Infinite review chains that never let a client slip.
- Meeting Recording & Compliance Notes: Record client reviews and planning sessions. AI transcribes, summarises, extracts action items, and logs a complete interaction record. Audit-ready documentation without manual note-taking.
- Unified Inbox — Every Channel: Email, LinkedIn, WhatsApp, phone notes — every client conversation in one view. Auto-linked to household records so you always have the full communication trail.
- AI-Powered Referral Prospecting: Define your ideal HNW profile — executives, business owners, professionals with liquidity events — and let Sentia surface qualified referral prospects with contact details and background research.
- AI Proposals & Review Summaries: Generate polished client review summaries, investment policy statement drafts, and meeting follow-up emails. AI uses your client context to produce personalised, professional documents.
- Market & Company Research: Research any company, economic trend, or market development with AI-powered web search. Get cited, real-time data for client conversations, due diligence, and market commentary.
- AUM & Practice Analytics: Track total AUM, revenue per household, client retention rates, review completion rates, and referral conversion. Visual dashboards for practice management — no spreadsheets required.
How Wealth Management Consultants Use Sentia+
- Morning: Your Daily Pulse: Open Sentia+ and see today's client reviews, follow-up calls, referral outreach, and overdue tasks. Prioritised by AUM tier and urgency. No logging into multiple systems.
- Before a quarterly review: AI briefing: Ask Sentia to brief you on the household. Get their full relationship history, last review summary, communication timeline, and personalised agenda items — in 10 seconds.
- During the review: Everything recorded: Record the meeting. AI transcribes, summarises key decisions, extracts action items, and creates a compliance-ready interaction record. Your hands stay free for the conversation.
- After the meeting: Automatic next steps: Action items become tasks. The next quarterly review is auto-scheduled. A follow-up email draft is ready for your review. Notes attached to the household record.
- Growing your practice: AI finds prospects: Define your ideal HNW client profile and Sentia surfaces qualified prospects from referral networks, professional directories, and LinkedIn — with full background context.
Software Sentia+ Replaces for Wealth Management Consultants
- CRM (Redtail, Wealthbox, Salesforce Financial Services Cloud)
- Spreadsheets (Excel AUM trackers, Google Sheets review schedules)
- Task Managers (Asana, Monday, ClickUp)
- Calendar Apps (Calendly, Cal.com)
- Meeting Notes (Otter, Fireflies, Fathom)
- Lead Gen Tools (LinkedIn Sales Navigator, SmartAsset)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Wealth Management Consultants
Is Sentia+ a portfolio management tool?
No. Sentia+ handles your client relationships, review cycles, communications, meetings, and follow-ups — the practice management side of wealth management. Use it alongside your custodian platform, financial planning software, and portfolio management tools.
Can I track different review cycles for different clients?
Yes. Set review intervals on every household — quarterly for top-tier clients, semi-annual for mid-tier, annual for others, or any custom interval. Sentia auto-creates the next review when you complete one.
Is it compliant for record-keeping?
Sentia+ records meetings with full transcripts, logs all communications, and maintains a complete interaction history for every household. This provides a robust audit trail. Compliance requirements vary by jurisdiction and registration type — consult your compliance officer.
Can my team use it together?
Yes. Teams tier at $100/user/month adds team management, shared client visibility, role-based access, and firm-wide analytics. Associate advisers can see client context before meetings without digging through your inbox.
Can I import my existing client list?
Yes. CSV import with smart field mapping handles contacts, households, and pipeline records. Export from Redtail, Wealthbox, or Salesforce 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 Wealth Management Consultants
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 Wealth Management Consultants Say About Sentia+
I manage 140 HNW households. Before Sentia, tracking quarterly reviews was a full-time job for my assistant. Now every review is auto-scheduled and I walk into meetings fully briefed. My clients notice the difference.
— Wealth Management Consultant, $350M AUM
The compliance trail alone is worth the price. Every meeting recorded, transcribed, and attached to the client record. When our compliance team audits, everything is right there.
— Senior Wealth Adviser, RIA Firm
I replaced Wealthbox, Calendly, and my Excel tracking system with Sentia. One tool, $75/month. The AI briefings before client meetings make me look like I remember every detail of every conversation.
— Independent Wealth Consultant