Turn a retiring advisor's know-how into a living playbook
Upload the files, let the AI ask a few questions and read the data, and it captures how the advisor runs their book, their methodology, judgment, and client style, into one portable profile that drives the next advisor. Built for busy, non-technical teams: three clicks, plain English, no setup.
1 · Upload & connect
Drop in anything that shows how the advisor works: client lists, CRM exports, meeting notes, spreadsheets, PDFs, procedures. The AI will read them in the next step. Nothing is uploaded to a server, it stays in your browser.
Connect your systems coming soon
Live, one-click sync so you never export a file again. Tell us which you use and we will prioritize it.
Advanced: import a CSV with named columns
id,name,aum,tier,birthday_month,retirement_age,last_review,sensitivities,goalsactions.csv:
date,household_id,type,signal,detail
2 · AI Capture Simulated AI
This is where the AI does the work: it reads your data, asks a few sharp questions, and turns the answers into a documented methodology, the rules, the judgment, and the voice.
Advanced: connect the real Claude (optional)
By default this app uses a built-in simulation so it is safe to share and needs no setup. To run the live model, paste an Anthropic API key, it is stored only in this browser and used to call Claude directly. Best kept for a private, internal build.
3 · The Methodology Profile
One versioned, portable record of how this advisor runs their practice: segmentation, the rulebook, communication style, judgment notes, and what still needs capturing. Hand it to the successor or keep it as a continuity record.
4 · Activate: drive the successor
The same profile powers the handoff: a work queue on the predecessor's cadence, per-household playbooks, and a shadow-mode test that scores how closely the successor follows the method.