Meet the AI partner that helps you protect every family better
WiseAI gives advisors instant clarity into complex estate plans. Analyze client data, proactively surfaces risks, helps you prepare and highlights where attention is needed most so you can walk into every meeting prepared and confident.
WiseAI helps you better support your clients by surfacing the information you need, before you need it.
Identify gaps, inconsistencies, and potential risks
Spot clients who need attention before issues arise
Prepare for meetings with context, not guesswork
Always working, even when you’re not
WiseAI analyses your client base, reviewing estate data from multiple sources and flagging emerging concerns.
Instead of reacting when a client calls, you get proactive visibility into:
Outdated or incomplete plans
Missing roles or key designations
Structural risks that warrant a conversation
Clients whose plans no longer reflect their life today
Focused workflow management
Not all client issues are equal. WiseAI helps you prioritize with our Client Estate Plan Assessment (CEPA) score. See which clients need the most help, relative to your other clients.
Get Instant answers
Ask questions and interact with estate plans naturally. Draft messages, summarize plans, or pull talking points.
