Prospects research your firm at night and on weekends. An Ageontic AI agent answers their questions about how you work, asks the questions you'd ask in a first call, and books a meeting with the right advisor, without ever giving investment advice, and with every conversation kept for review.
A prospect finds your firm, has questions about how you charge and who you work with, and fills in a contact form. Days later an advisor spends half an hour finding out they're not a fit. The ones who are a fit may have booked with a firm that answered faster.
An AI agent for your wealth management firm answers right away from material you approve: your services, process, fee structure as you describe it, and the clients you serve. It asks your first-call questions, scores the fit, and books the discovery meeting with the prospect's answers attached.
It stays in its lane. It doesn't recommend products, comment on markets or tell anyone what to do with their money; those questions go to an advisor.
Our sales assistant demo is a fictional business, but it runs the same qualification engine your agent would: it asks about your needs, scores the answers and recommends a next step. Imagine your own first-call questions in its place.
You can set up the website agent yourself with a free trial and write its questions and scoring with the Setup Copilot. See AI lead qualification and AI appointment booking for how each part works.
Independent advisors and RIAs use it so prospects get a real answer the evening they find the website, and a meeting on the calendar instead of a form in the inbox. Multi-advisor wealth management firms use it to route prospects to the right advisor by specialty or client type.
Planning, retirement and tax practices use it to handle seasonal surges of questions about services and booking without adding staff.
Your compliance team stays in control: they approve what the agent answers from, set the topics it must decline, and can review every conversation. How it fits your recordkeeping and supervision obligations in the US or Canada is for your compliance team to confirm; we'll give them what they need to decide.
Start a free website agent today, or book a consultation with your compliance questions and we'll walk through them.