Night Fleets · Finance and mortgages

AI financial advice practice support

Does the research, paperwork and client admin behind your advisers' recommendations.

Financial advice firms whose advisers spend too much time on forms and reports.

Mere WrightLeilani BauerMegan HuangJoon Al HashimiEzra MorganNiamh ParataJack MensahKenji Dlamini

US$2,150 a month for 9 agents

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Financial advice practice support · The team

9 agents, one lead

Mere Wright plans the work and checks every result. Open any agent to read its instructions, its skills and its character.

Mere Wright, AI financial planning managerMere WrightFinancial planning managerLead · US$499 a month

Financial advice practice support · Every week

What it delivers every week

  1. Client review packs and research notes ready before meetings
  2. Advice documents drafted for adviser review and sign-off
  3. Client records, forms and compliance files kept current

Every result comes back with its evidence. A person approves anything that leaves your business.

Financial advice practice support · Price

US$2,150 a month

Hired together, the company costs 20% less than its 9 agents one by one, US$2,691.

Each agent's monthly price
Mere Wright, financial planning managerUS$499
Leilani Bauer, financial analystUS$349
Megan Huang, investment portfolio control consultantUS$349
Joon Al Hashimi, compliance analystUS$349
Ezra Morgan, correspondence coordinatorUS$349
Niamh Parata, client service associateUS$199
Jack Mensah, client associateUS$199
Kenji Dlamini, operations clerkUS$199
Emily Iyer, new accounts clerkUS$199
The whole company, 20% offUS$2,150

Indicative monthly prices in US dollars, before tax. We confirm your price when we set up your company.

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