Abacus is the AI layer that sits on top of your practice. Import any meeting. Pull from your CRM. Get a client-branded presentation that quantifies the valueof every recommendation — at pitch time, and again at every review. Built by advisors, for HNW & UHNW books.
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Across 28 beta advisors
Median, transcript to draft deck
Pitch value + realized review value
Abacus listens to every client conversation, reads every plan, and builds the presentations, proposals, and custom calculators that turn your thinking into client-facing value. It's the layer where your meetings, your CRM, your plan, and your portfolio finally talk to each other.
From Fireflies, Granola, Jump, or a raw upload — Abacus reads intent, goals, dollar figures, and follow-ups, and files them against the right household automatically.
Not just “here's a recommendation” — here's exactly what it's worth. Tax savings, income lift, fees avoided, estate efficiency. Every number sourced and cite-able.
Client-branded, advisor-voiced, fully editable. Built in your voice — not ChatGPT's — because Abacus learns your language from your past decks and emails.
Most tools help you makethe recommendation. Abacus does that — and then tracks what it was worth. At every quarterly review, your client sees the running total of value you've created for them. That number is the reason they don't leave for ChatGPT.
At pitch time, every recommendation in the deck carries a modeled dollar impact — so the client sees the math behind the advice before they say yes.
Every quarter, Abacus runs the counterfactual — the plan you built vs. the status quo — and shows the realized dollar value you've created. Not marketing. Math.
Fireflies, Granola, Jump, Zoom, Microsoft Teams, Otter, or Read. Abacus reads your meeting, pulls out the goals, dollar figures, and follow-ups, and files them against the right household — automatically.
When a household needs something you don't have a template for — a budget tool, a discretionary-income planner, a 'what if we retired two years early' comparison — Abacus offers to build it for you on the spot. You just say yes, tweak it in plain English, and it's ready for the next slide.
Yes, please.
A client-branded deck lands in 8–10 minutes. Quarterly, Abacus re-runs the numbers and shows realized value. Every review becomes a retention conversation.
Deliverable · 18 slides · 8.4 min generated
Live capabilities are shipping today in private beta. Surfaces marked Coming soonare in active build and included in beta onboarding — we're honest about what works and what doesn't.
Transcripts from Fireflies, Granola, Jump, Zoom, Microsoft Teams, Otter, and Read become opportunities, follow-ups, and dollar figures — all filed against the right household, all cite-able back to a timestamp.
Client-branded, advisor-voiced, fully editable. Ready in under 10 minutes.
Dollars at pitch. Dollars at review. The retention story your competitors can't tell.
Budget tools, discretionary-income planners, retire-two-years-early comparisons — even things nobody has built before. If the tool doesn't exist, Abacus builds it for you on the spot.
Abacus reads your calendar (Microsoft 365, Google, or iCloud), pulls CRM context, and emails you a prep packet before every client call — whether it's on Zoom, Teams, or in person.
Meeting notes auto-push to Wealthbox, Redtail, or Salesforce. Follow-up tasks route to the right person with due dates. Client follow-up email drafts in your voice — waiting in your outbox.
Ask anything about any household — ‘what did Chris say about the Stowell House last March?’ — and get a cited answer in seconds.
Opt in and the custom tools you build — budget planners, interview scripts, whatever gets your client to yes — become available to other advisors. When enough advisors build the same thing, Abacus ships it to everyone as a standard offering.
Clients view their plan at plan.yourfirm.com — not on eMoney or MoneyGuidePro. Fully white-labeled in your firm's brand, voice, and logo. Clients can open the deck after the meeting, play with the calculators, adjust assumptions — and you get a notification the moment they do.
We built Abacus because we were the ones staying up on Sunday night, reformatting the same retirement slide for the fourth household that month. The premium experience our clients deserve couldn't be built by hand anymore — and it couldn't be outsourced to a chatbot. So we built the thing in between.
Compliance isn't an afterthought — it's a pre-condition. Every deck, every calculator, and every generated tool passes through an audit-grade layer before a client ever sees it. Supervision, archival, and disclosure are the defaults, not configurations.
Every deck and every AI-generated calculator routes through your firm's compliance queue before it reaches a client. Approve, redline, or require changes — with full reviewer audit trail and timestamped sign-off.
WORM-compliant archival of every meeting transcript, deck version, calculator output, and client interaction. Auto-ingested into Global Relay, Smarsh, or your archival vendor of choice.
Projections are labeled. Assumptions are cited. Hypothetical performance carries the required disclosures automatically. The Marketing Rule is enforced at render-time — not at your desk at 10pm.
Custom tools built by Abacus ship with a machine-readable model card: inputs, assumptions, data sources, math, and a reproducible seed. Compliance can audit the logic. Clients see the disclosures.
Per-firm data isolation. No client PII is ever used to train foundation models. Bring-your-own-key encryption, SSO/SCIM, and a DPA on day one.
We're building with a panel of RIA Chief Compliance Officers advising on the AI tool-generation surface specifically. If your firm has compliance concerns about custom calculators, we want them on the council — not in a support ticket.
If you run a practice serving HNW or UHNW households — we want to talk. Real conversation. No marketing email. A founder replies within 48 hours.
Invite-only · No card on file · We reply within 48 hours