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Clients AI The Participant-Level Retirement Advice Platform for Financial Advisors

Find Prospects
Manage Communication
Automate Billing

We've always wanted to create a large-scale retirement plan advice business, but we've never had a system to manage it. For the first time we can do this for a lot of people, and keep it cost effective for all.

Ted Rich
Rivertree Advisers, LLC

I can now walk into a company and ask if they'd like to help their employees get more out of their 401(k). It's easier than convincing them to change 401(k) platforms, and when I help people use their retirement funds properly, I have a real impact.

Andy Barkate
California Retirement Plans

Grow your client base faster.

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Adding clients one at a time is a long slow process. What if there was a simple way to do it much faster?

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An easier way to prospect

Once you research the mutual funds in a company’s retirement plan, every employee of that company can be a prospect. As an investment niche with great demand and low competition, it's one of the simplest ways to build an investment advice business. Clients AI simplifies the process.

Build company-specific landing pages

Within Client’s AI, you’ll be able to direct interested employees to sign up for free or paid retirement fund recommendations and news.

Automate client onboarding

The signup flow automatically adds clients to the Client’s AI CRM and collects subscription fees for you without account custody.

Send example research emails

You can create email templates directed at prospects with examples of the research and mutual fund recommendations for their default company retirement plan.

Manage client communication

Send personalized mutual fund recommendations

It's easy to send weekly, monthly, or quarterly mutual fund recommendations to your clients. Clients AI integrates with The Sherman Sheet to provide up-to-date personalized mutual fund recommendations based on the client's risk tolerance and current market conditions.

Send company-specific newsletters

You can attach and send pages from the Sherman Sheet Custom Portfolio Report or other market research to all of your clients that work at a company.

Send bulk emails

When market conditions change you can quickly send bulk emails to large groups of clients.

Automate Billing

Collect advisory fees automatically

Collect advisory fees automatically without account custody. Clients AI ensures that all subscription changes are confirmed by the client and maintains a paper trail for audits.

See payment status of subscribers

You'll be able to see at a glance which subscriptions are paid and which are not.

Filter by payment status

You can filter clients by payment status, allowing you to send advice emails only to those clients who have up-to-date subscriptions.

Since 1999, my investment advice niche has been individual retirement plan participants. I began asking my best clients for their retirement fund menu. Since then, my business has grown by treating every employee at the same company as a prospect.

Clients AI simplifies every aspect of the client support and prospect campaign process.

Ric Lager
Lager & Company, Inc.

A full-featured platform

Everything you need to manage your retirement advice business

Prospecting

Retirement advice is a proven way to find new clients. Clients AI makes the whole process managable.

Communication

Create and send personalized emails to prospects and clients. Clients AI even automates mutual fund recommendations with research from The Sherman Sheet.

Billing

A hassle-free way to collect advisory fees without account custody.

Price

$117/month month by month plus 2.9% of subscription fees

or

$93/month annual prepaid plus 2.9% of subscription fees

  • 1 advisor license
  • 30 day free trial
  • unlimited contacts
  • send unlimited emails
Start your free trial
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