PRODUCT

Purpose-Built AI for Wealth Management

From solo advisors to enterprise firms, Able automates what matters most—while keeping it personal, compliant, and client-first.

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POWERFUL FEATURES

Works with your team and your campaigns

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Discovery Questions

Adjusts messaging and follow-up based on investor type

Lead Capture & Scoring

Automatically detects quality leads based on answers

Discovery Booking

Seamless meeting scheduling with your existing calendar tool

CRM Integration

Pushes qualified leads into your CRM or email

Lead Magnet Delivery

Offers free guides or checklists to capture hesitant prospects

Compliance Support

Custom disclosures and archiving options to support compliance workflows

OPTIMIZE YOUR NUMBERS

Get the most out of your metrics

  • 🧲 Discovery Assistant

  • 🚀 Onboarding Assistant

  • ⚙️ Operations Assistant

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45% more qualified leads because customers trust you

As a solo advisor, your time is your most valuable asset. Discovery Assistant engages every website visitor 24/7, uncovers their needs, and helps book qualified meetings—so you don’t miss opportunities while you're in client meetings or out of the office.

With zero extra effort, you can:
✅ Capture and qualify leads automatically
✅ Book more discovery calls with the right prospects
✅ Instantly sync leads to your CRM or email
✅ Tailor conversations to retirement, rollovers, or HNW prospects
✅ Look bigger than your team size without adding headcount

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45% more qualified leads because customers trust you

Deliver a world-class onboarding experience—without the back-office.
As a solo advisor, you don’t have time to chase paperwork, answer the same onboarding questions, or manually guide every client through the same steps. Onboarding Assistant does it for you—automatically and professionally.

It works like a digital client concierge, helping you:
✅ Guide clients through KYC, risk tolerance, and account setup—step-by-step
✅ Customize workflows by account type (IRA, trust, rollover, individual)
✅ Sync everything with your CRM, custodian, and e-signature tools
✅ Get alerts only when your attention is needed

No more form confusion. No more delays. Just happy, well-prepared clients.
It’s like hiring an onboarding coordinator—without the salary.

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45% more qualified leads because customers trust you

Eliminate manual busywork.
Automate routine client touchpoints, internal tasks, and follow-ups.

  • RMD and quarterly review reminders

  • Form delivery, DocuSign nudges, and status updates

  • Service request intake and triage (e.g., address changes, money movement)

  • Internal workflows that trigger CRM tasks and notifications

Ideal For: COOs, client service teams, multi-advisor firms.

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FAQ

We know what you're thinking...

"But I already have a call booking form on my website. Why do I need Discovery Assistant?"

When someone hits your form, how many actually fill it out? How many feel unsure, get distracted, or have questions that never get answered — and quietly bounce away?"

Discovery Assistant fixes that gap. Instead of passively waiting for them to fill a form, Discovery Assistant engages them actively: asks personalized questions, answers their concerns, builds trust in real-time, and guides them to book a meeting — when they’re ready and excited.

You’re not just capturing leads — you’re capturing qualified, warmed-up, ready-to-talk leads.

"Okay, I see why it's valuable for me, but I don't want it to feel gimmicky or spammy."

Neither do we. In fact, that's exactly why Able was built specifically for financial advisors like you.

The conversation style is professional, empathetic, and human — not pushy, not salesy. It mirrors how you would talk to a prospective client.

You set the tone: warm, helpful, consultative.
We customize it to your brand and voice, so it feels like an extension of your practice, not some generic bot.

"This seems to good to be true. What about compliance?"

Absolutely critical. And built in from Day 1.

Able Discovery Assistant is built with compliance best practices in mind for financial services:

  • No advice is given — only general information, answering FAQs, and guiding the prospect to book a call.

  • Everything is tracked and recorded — so you have a full audit trail if ever needed.

  • Custom disclaimers and disclosures are easily added to ensure you're fully covered.

  • No data is used for AI model training — recent advances in AI technology have made it possible to use AI while ensuring none of data used for training.

"Sounds good, but I’m busy. I don’t have time for a complicated setup."

Totally understand. You're busy growing your practice, not wrestling with tech.

Good news: Setup is zero-hassle for you.

  • We build it.

  • We customize it to you.

  • We install it on your website.

  • You're up and running in days — not weeks.

You get a simple dashboard where you can see every lead, every conversation, every scheduled call. That's it.
No heavy lifting on your side — just more leads coming in while you sleep.

"What if I try it and it don't need it?"

Fair question. And it’s why we offer a 30-day money-back guarantee.

If you're not seeing clear value — more qualified conversations, more booked calls — we’ll refund you, no hard feelings.

I’ll even help you review your website and give you honest feedback before we install — if I don’t think it’ll move the needle for you, I’ll tell you. My goal is a win-win, not just another subscription you regret.

One tool for all your metrics

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