Every vendor in wealth tech is talking about AI. Most of them are selling a roadmap. Here’s what’s actually deployed and working in advisory practices right now. Client Onboarding Agents automate the entire intake flow — forms, document collection, welcome sequences, and calendar booking — cutting the process from 10 days to under 48 hours. Compliance Q&A Agents surface instant answers from SEC and FINRA guidance. Lead Qualification Agents score and route incoming prospects in real time. Market Intelligence Agents surface live market data, economic events, and sector performance automatically. These aren’t beta features. They’re deployable in under 24 hours with no dev team or IT overhaul required.
