Can I use this in a compliance-sensitive environment?

The assistant is a research and drafting tool. You bring your own API key, keeping data under your own terms with Anthropic or OpenAI. All output should be reviewed for compliance before sharing with clients. Treat it like any other research tool in your practice.

Does it provide investment advice?

No. The assistant researches market data, summarizes economic indicators, and drafts communications. All investment advice, recommendations, and financial planning guidance remain your professional responsibility.

Can it help with financial planning calculations?

The assistant can research relevant data points, tax rules, and planning strategies. For actual calculations, use your financial planning software. The assistant complements your tools by gathering the inputs and context you need.

Advise Smarter, Grow Faster

Your Clients Deserve Prepared Meetings, Not Rushed Ones.

Financial advisors juggle client meetings, market research, compliance requirements, and practice development. RunTheAgents gives you an AI assistant that handles research, drafts, and data gathering so every client interaction is well-prepared and every hour counts.

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The Advisor's Time Crunch

41%

of advisor time spent on non-client-facing activities

2hrs

average prep time per client review meeting

150+

client households managed by the typical advisor

20%

annual client attrition when communication is inconsistent

How Financial Advisors Use the Assistant

Market Research and Commentary

Before client meetings, ask your assistant to summarize recent market developments, sector performance, and economic indicators relevant to your client's portfolio. Walk in with current talking points.

Client Meeting Preparation

Provide your meeting agenda and client context. The assistant researches relevant topics, compiles performance context, and drafts talking points tailored to each client's situation and goals.

Client Communication

Draft quarterly newsletters, market commentary emails, birthday messages, and life event acknowledgments. Maintain consistent client touches without the writing burden.

Regulatory and Compliance Research

Stay current on SEC guidance, FINRA updates, and state regulations. Your assistant monitors regulatory sites and summarizes changes that affect your practice.

Prospect Research

Before meeting a prospective client, the assistant researches their professional background, business interests, and potential financial planning needs. First impressions improve with preparation.

Advisory Practice Scenarios

Quarterly Review Season

You have 20 client reviews this month. For each, the assistant researches recent market context relevant to the client's allocation, drafts personalized meeting agendas, and prepares talking points. You spend 20 minutes per client instead of 2 hours.

Market Volatility Response

Markets drop sharply. You need to contact all clients within 24 hours. The assistant drafts a base market commentary, then personalizes it for different client segments based on their risk profiles and portfolio compositions.

Retirement Planning Research

A client asks about Roth conversion strategies. Your assistant researches current tax brackets, income thresholds, and modeling approaches. It compiles a summary you can reference during the conversation and share as a follow-up resource.

RunTheAgents vs. Hiring a Paraplanner

Part-Time Paraplanner

$30,000-50,000/year salary
Training and licensing costs
Limited availability
One person handling all research tasks
Turnover risk requires re-training

RunTheAgents AI Assistant

$49.95/month plus your own API costs
Ready immediately, no training period
Available 24/7 for urgent research
Handles unlimited research tasks in parallel
Consistently available, no turnover risk

Frequently Asked Questions

Web Research Email Assistant For Accountants Finance Industry

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Deploy your own OpenClaw instance in under 60 seconds. No VPS, no Docker, no SSH. Just your personal AI assistant, ready to work.

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Starting at $39.95/month. Everything included. 3-day money-back guarantee.