Spend Less Time on Paperwork. More Time with Clients.
Financial advisors use AI to summarize client meetings, review agreements, analyze market news, and process expense data — so they can focus on growing their practice.
The problem with manual document work
Financial advisors spend a significant portion of their week on non-billable administrative tasks: writing meeting summaries, reviewing client agreements, staying current on market news, and managing practice expenses. That's time not spent advising clients.
How Software Multitool helps Independent RIAs, Wealth Managers & Financial Planning Teams
Meeting Summarizer
Summarize client review meetings and discovery calls with structured action items, account updates, and follow-up tasks.
Learn more →Contract Analyzer
Review advisory agreements, investment management contracts, and service agreements to identify key terms and obligations.
Learn more →News Analyzer
Analyze financial news, Fed announcements, and market commentary to extract key insights for client briefings.
Learn more →Expense Categorizer
Categorize practice expenses for compliance reporting, tax preparation, and overhead analysis.
Learn more →What you gain
- Generate detailed client meeting summaries in seconds instead of 30 minutes
- Review advisory agreements and client contracts without outside counsel
- Stay ahead of market movements with AI-extracted news insights
- Reduce non-billable administrative hours by automating document processing
- Scale your practice without adding admin staff
“I summarize every client meeting and run through any new agreements before signing. It's changed how efficiently I run my practice — I have time for two more clients a week.”
Sandra Okonkwo
Independent RIA & CFP
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Grow Your Practice Without the Admin Grind