Launch offer. Prices in BRL. Learn more
Wealth management

Less admin, more time with the client

Internal copilot for advisors: meeting prep, follow-up and integrated workspace — with human validation and traceability. Can be adopted directly or combined with an AI Wealth Blueprint when it fits your workflow.

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WealthCopilot in action
Meeting contextat your fingertips
Governancetraceability & review
Advisor workspaceportfolio and copilot
Tailoredto your institution

You need time with clients, but admin eats your week

  • One meeting can mean an hour of prep and manual follow-up
  • Forms and data capture slow you down and pull focus from advising
  • Hours lost on emails and hunting for context across systems

WealthCopilot gives you back 10+ hours per week by automating prep, context, and follow-up.

Real results for advisors

10+ hrs average weekly time savings
50% reduction in manual follow-up tasks
2x increase in capacity for client meetings

* Based on typical use of features such as meeting prep, notes, and follow-ups. Results may vary; not a guarantee.

One agent for meeting prep, client context and governance — designed for advisory teams in regulated environments.

Ongoing monitoring

Portfolio and client, always up to date.

Meeting context

Client summary, what changed and suggested topics for the day.

Advisor workspace

Portfolio and copilot in one place. Suitability and traceability. Open Finance.

What you get

Context for every meeting

The agent automatically generates the client and history summary. What changed since the last meeting, suggested topics for the day and points that need action — all in one place before you join the call.

  • Meeting context with updated data and history
  • What changed in portfolio, profile or client life
  • Suggested topics based on maturities, opportunities and profile
  • Priority insights by relevance
  • Portfolio and copilot in the same flow, with suitability and explainability
Context for every meeting - WealthCopilot

Governance

Workflow controls, suitability checks and traceability designed with your institution's policies — with human review where decisions matter.

See how we ensure compliance

Security

Secure infrastructure, audit trails and encryption across the data flow. Ready for regulated environments.

See how we protect data

Permissions

Access control by profile: who can view, edit or manage meetings and data. Configurable roles for teams and accounts.

See how we handle access

Integrates with your systems

CRM, planning tools, calendar and Open Finance. Connect WealthCopilot to your stack and keep data flowing in one place.

See all integrations

More time for clients is just the beginning

Client data to grow AUM

Context that updates CRM and planning from meetings. Structured data for decisions and follow-up.

Automatic prep and follow-up

Less time on admin: the agent prepares the meeting and generates the summary and next steps after each call.

Governance and traceability

Human review, documented decisions and audit-friendly trails built into recommendations and workflows.

Built for advisors and institutions of every size. With the privacy, security and governance controls you need to roll this out across your organization.

Plans and pricing

WealthCopilot offer

Prices in BRL, per license/month. Launch offer.

Starter

For those getting started — solo advisor or low volume

R$ 206/mo

Plan features

  • 1 license
  • Customization support
  • Meeting capture up to AI output limit
  • AI meeting notes (subject to limit)
  • AI tasks (subject to limit)
Choose Starter

Growth

For advisors and teams with steady volume

R$ 275/mo

Plan features

  • 1 license included
  • Additional licenses
  • Customization support
  • Unlimited teams
  • Unlimited meeting captures
  • Unlimited AI meeting notes
  • Unlimited AI tasks
Choose Growth

Institution

For large teams; onboarding and dedicated support

Contact us

Plan features

  • 1 license included
  • Additional licenses
  • Customization support
  • Unlimited teams
  • Team analytics support
  • Unlimited meeting captures
  • Unlimited AI meeting notes
  • Unlimited AI tasks
  • Organization-level configuration
  • Child account controls
  • Custom integrations
  • Dedicated support
Contact us

See WealthCopilot in action.

Get set up in minutes with our team's support.

Schedule a conversation

Contact us

Questions about WealthCopilot? Contact us: contact@aiqgen.com