Your Daily Workflows, Reimagined
Your Daily Workflows, Reimagined
ACULIS IN ACTION
ACULIS IN ACTION
From preparing for a client meeting to drafting follow-up emails and generating reports, Aculis is designed to automate your most time-consuming tasks. Explore real-world examples of how our AI-native OS helps advisors save time, operate more efficiently, and deliver superior client service.
From preparing for a client meeting to drafting follow-up emails and generating reports, Aculis is designed to automate your most time-consuming tasks. Explore real-world examples of how our AI-native OS helps advisors save time, operate more efficiently, and deliver superior client service.
Client Management
The 5-Minute Meeting Prep
Outcome
Generate a comprehensive, data-driven client briefing in minutes, not hours.
Stack
Your CRM + Custodian Platform + Calendar
Workflow
Aculis connects to your tools to pull all relevant client data.
It analyzes AUM, past engagements, and open action items.
Delivers a complete briefing with key insights and talking points.
Client Management
The 5-Minute Meeting Prep
Outcome
Generate a comprehensive, data-driven client briefing in minutes, not hours.
Stack
Your CRM + Custodian Platform + Calendar
Workflow
Aculis connects to your tools to pull all relevant client data.
It analyzes AUM, past engagements, and open action items.
Delivers a complete briefing with key insights and talking points.
Strategic Research
Connecting Research to Revenue
Outcome
Transform generic market research and economic news into personalized, revenue-generating opportunities for specific clients.
Stack
Market Data Feeds + Research Subscriptions + Internal Knowledge Base
Workflow
Aculis ingests market news, economic data, and your firm's internal research papers.
It cross-references this new information against your entire client database to find impacted accounts.
It flags specific clients and suggests personalized talking points or trade ideas for the advisor.
Strategic Research
Connecting Research to Revenue
Outcome
Transform generic market research and economic news into personalized, revenue-generating opportunities for specific clients.
Stack
Market Data Feeds + Research Subscriptions + Internal Knowledge Base
Workflow
Aculis ingests market news, economic data, and your firm's internal research papers.
It cross-references this new information against your entire client database to find impacted accounts.
It flags specific clients and suggests personalized talking points or trade ideas for the advisor.
Practice Growth
Proactive Opportunity Finding
Outcome
Turn your client data into your next big opportunity for AUM growth or new services.
Stack
Your CRM + Portfolio Management System
Workflow
Aculis continuously monitors your client database for key events.
It surfaces insights, like a large cash position, an upcoming RSU vest, or a concentrated stock position, or life events.
It proactively suggests talking points for you to engage the client with a new idea.
Practice Growth
Proactive Opportunity Finding
Outcome
Turn your client data into your next big opportunity for AUM growth or new services.
Stack
Your CRM + Portfolio Management System
Workflow
Aculis continuously monitors your client database for key events.
It surfaces insights, like a large cash position, an upcoming RSU vest, or a concentrated stock position, or life events.
It proactively suggests talking points for you to engage the client with a new idea.
Client Communication
Automated Client Follow-Up
Outcome
Save hours each week by automating post-meeting emails and action item summaries.
Stack
Your Email + CRM + Meeting Notes
Workflow
Aculis identifies the key decisions and action items from your meeting.
It drafts a personalized follow-up email to the client summarizing the discussion.
It automatically syncs the new action items back to your CRM or to-do list.
Client Communication
Automated Client Follow-Up
Outcome
Save hours each week by automating post-meeting emails and action item summaries.
Stack
Your Email + CRM + Meeting Notes
Workflow
Aculis identifies the key decisions and action items from your meeting.
It drafts a personalized follow-up email to the client summarizing the discussion.
It automatically syncs the new action items back to your CRM or to-do list.
YOUR AI ADVANTAGE
Manual Doesn't Scale. Your Practice Can
Manual Doesn't Scale. Your Practice Can
Manual Doesn't Scale. Your Practice Can
Manual Process
Hunting through 5 different tools for meeting prep
Hunting through 5 different tools for meeting prep
Hunting through 5 different tools for meeting prep
Manually writing client follow-up emails
Manually writing client follow-up emails
Manually writing client follow-up emails
Manually matching research to clients
Manually matching research to clients
Manually matching research to clients
Manual data entry to and from your CRM
Manual data entry to and from your CRM
Manual data entry to and from your CRM
Missed follow-ups or overdue tasks
Missed follow-ups or overdue tasks
Missed follow-ups or overdue tasks
With Aculis
A 5-minute, comprehensive client briefing
A 5-minute, comprehensive client briefing
A 5-minute, comprehensive client briefing
AI-drafted summaries and action items, ready to send
AI-drafted summaries and action items, ready to send
AI-drafted summaries and action items, ready to send
Proactive, client-specific insights
Proactive, client-specific insights
Proactive, client-specific insights
Automated workflows that sync all your tools
Automated workflows that sync all your tools
Automated workflows that sync all your tools
Proactive, built-in compliance checks and audit trails
Proactive, built-in compliance checks and audit trails
Proactive, built-in compliance checks and audit trails
THE NUMBERS
Data That Proves the Value.
Of an Advisor's Day. Is spent on manual, non-revenue generating tasks. Aculis gives you that time back.
Potential revenue increase
Research shows a 10% drop in admin workload can lead to a 2x increase in advisor income.
Of Firms Agree
80% of RIA firms state that AI is the most important technology for their future success.
FAQ
Frequently asked questions
What makes Aculis different from other AI tools?
Most AI tools are generic platforms that aren't built for the complexities of wealth management. Aculis is different. We are a wealth management-specific OS with a Compliance & Auditability Core. This means our platform is designed from the ground up to understand your specific workflows and operate within your regulatory reality
Is my client data secure?
What tools can Aculis integrate with?
Do I need to be a tech expert to use Aculis?
How exactly does Aculis help with compliance?
What makes Aculis different from other AI tools?
Most AI tools are generic platforms that aren't built for the complexities of wealth management. Aculis is different. We are a wealth management-specific OS with a Compliance & Auditability Core. This means our platform is designed from the ground up to understand your specific workflows and operate within your regulatory reality