The Grind
Days are consumed by email clutter, meeting prep, and CRM updates. Time spent on administration is time lost with clients. Constant context-switching kills productivity and introduces risk.
The Assistant
Aculis plugs into your core systems—Email, Calendar, CRM—to create a unified command center. It automates administrative work and surfaces critical insights for every interaction.
Universal AI Chat
Your On-Demand Analyst.
Securely ask questions about any document, statement, or report and get instant, accurate answers. Your data never leaves your environment.
- Summarize long PDFs and research papers instantly.
- Parse complex client financial statements into plain English.
- Draft client communications and internal documents.
Email Intelligence
From Chore to Strategic Asset.
Turn your inbox into an operational advantage. Aculis reads, understands, and organizes your communications so you never miss a critical signal.
- Get auto-summaries of long threads in seconds.
- Automatically extract action items and deadlines.
- Draft intelligent, context-aware replies with one click.
Calendar Briefs
Enter Every Meeting Prepared.
Aculis connects your calendar to your data, delivering pre-meeting briefs with everything you need to know to be effective and build rapport.
- Receive daily and weekly agenda digests.
- Get smart prep notes with client history and recent news.
- Access relevant documents and CRM records automatically.
Compliance Chat
Navigate Policy with Confidence.
Get instant answers from your internal policies, procedures, and forms. Aculis provides a secure, auditable way to manage compliance queries.
- Search internal policies and handbooks in plain English.
- Verify trade suitability and product recommendations instantly.
- Securely log and archive compliance-related queries.
Platform Features
A complete breakdown of the current, planned, and potential capabilities of the Aculis AI platform.
| Category | Feature | Description | Status |
|---|---|---|---|
| Generative Intelligence & Research | |||
| General Purpose AI Chat | Utilize a GPT-powered conversational AI for brainstorming, drafting content, summarizing articles, and answering general knowledge questions. | Live | |
| Web Research Agent | Deploy an AI agent to perform real-time web research on companies, market trends, or individuals, and receive synthesized reports with sources. | Live | |
| Content Generation & Drafting | Create first drafts of client emails, market commentaries, meeting agendas, talking points, and internal memos in seconds. | Live | |
| Advanced Summarization | Condense lengthy web articles, research papers, earnings call transcripts, and other external documents into key bullet points or executive summaries. | Live | |
| Text Analysis & Simplification | Analyze text for sentiment, extract key themes, or rewrite complex financial jargon into plain English for client-friendly communication. | Live | |
| Data Extraction | Pull specific data points, figures, names, or dates from unstructured text like news articles or financial reports. | Live | |
| Productivity & Automation | |||
| Email Intelligence | Automatically summarizes internal email threads, extracts action items and deadlines, and drafts context-aware replies with one click. | Live | |
| Automated Meeting Prep | Delivers pre-meeting "Calendar Briefs" with client history, recent news, and links to relevant CRM records and documents. | Live | |
| Universal Document Chat | Securely ask questions and get instant summaries from any internal document (PDFs, financial statements, reports) using natural language. | Live | |
| AI Meeting Notetaker | Transcribes meetings, identifies key decisions, and assigns action items automatically. | Roadmap | |
| Automated CRM Updates | Suggests and executes CRM updates based on information from emails and meetings, eliminating manual data entry. | Roadmap | |
| Cross-Platform Data Sync | Update client information or notes in one place and have it automatically sync across all connected platforms like Salesforce, Orion, and other core systems. | Roadmap | |
| Intelligent Document Filing | Automatically categorizes and files documents from emails and other sources into the correct client folders. | Roadmap | |
| Client Intelligence & Growth | |||
| Proactive Opportunity Spotting | Analyzes client communications and financial data to identify potential opportunities (e.g., life events, high cash balances, expressed interest). | Roadmap | |
| Client Risk Alerts | Monitors communications and market data to flag potential client risks, such as dissatisfaction or significant portfolio changes. | Roadmap | |
| Relationship Mapping | Analyzes email and calendar data to map out a client's professional and personal network, revealing new prospecting opportunities. | Roadmap | |
| Compliance & Risk Management | |||
| Internal Compliance Chat | Provides instant, auditable answers from internal compliance manuals, policies, and procedures using natural language queries. | Live | |
| Trade Suitability Verification | Instantly checks product recommendations and trade ideas against internal policies to ensure suitability. | Live | |
| Secure Query Logging | Securely logs and archives all compliance-related queries and AI responses for audit trail purposes. | Live | |
| Communications Pre-Screening | Automatically flags outgoing emails or drafted documents for potential compliance violations before they are sent. | Live | |
| Audit Preparation Assistant | Gathers and organizes all communications related to a specific client to streamline audit preparation. | Roadmap | |
Generative Intelligence & Research
General Purpose AI Chat
Utilize a GPT-powered conversational AI for brainstorming, drafting content, summarizing articles, and answering general knowledge questions.
Live
Generative Intelligence & Research
Web Research Agent
Deploy an AI agent to perform real-time web research on companies, market trends, or individuals, and receive synthesized reports with sources.
Live
Generative Intelligence & Research
Content Generation & Drafting
Create first drafts of client emails, market commentaries, meeting agendas, talking points, and internal memos in seconds.
Live
Generative Intelligence & Research
Advanced Summarization
Condense lengthy web articles, research papers, earnings call transcripts, and other external documents into key bullet points or executive summaries.
Live
Generative Intelligence & Research
Text Analysis & Simplification
Analyze text for sentiment, extract key themes, or rewrite complex financial jargon into plain English for client-friendly communication.
Live
Generative Intelligence & Research
Data Extraction
Pull specific data points, figures, names, or dates from unstructured text like news articles or financial reports.
Live
Productivity & Automation
Email Intelligence
Automatically summarizes internal email threads, extracts action items and deadlines, and drafts context-aware replies with one click.
Live
Productivity & Automation
Automated Meeting Prep
Delivers pre-meeting "Calendar Briefs" with client history, recent news, and links to relevant CRM records and documents.
Live
Productivity & Automation
Universal Document Chat
Securely ask questions and get instant summaries from any internal document (PDFs, financial statements, reports) using natural language.
Live
Productivity & Automation
AI Meeting Notetaker
Transcribes meetings, identifies key decisions, and assigns action items automatically.
Roadmap
Productivity & Automation
Automated CRM Updates
Suggests and executes CRM updates based on information from emails and meetings, eliminating manual data entry.
Roadmap
Productivity & Automation
Cross-Platform Data Sync
Update client information or notes in one place and have it automatically sync across all connected platforms like Salesforce, Orion, and other core systems.
Roadmap
Productivity & Automation
Intelligent Document Filing
Automatically categorizes and files documents from emails and other sources into the correct client folders.
Roadmap
Client Intelligence & Growth
Proactive Opportunity Spotting
Analyzes client communications and financial data to identify potential opportunities (e.g., life events, high cash balances, expressed interest).
Roadmap
Client Intelligence & Growth
Client Risk Alerts
Monitors communications and market data to flag potential client risks, such as dissatisfaction or significant portfolio changes.
Roadmap
Client Intelligence & Growth
Relationship Mapping
Analyzes email and calendar data to map out a client's professional and personal network, revealing new prospecting opportunities.
Potential
Compliance & Risk Management
Internal Compliance Chat
Provides instant, auditable answers from internal compliance manuals, policies, and procedures using natural language queries.
Live
Compliance & Risk Management
Trade Suitability Verification
Instantly checks product recommendations and trade ideas against internal policies to ensure suitability.
Live
Compliance & Risk Management
Secure Query Logging
Securely logs and archives all compliance-related queries and AI responses for audit trail purposes.
Live
Compliance & Risk Management
Communications Pre-Screening
Automatically flags outgoing emails or drafted documents for potential compliance violations before they are sent.
Potential
Compliance & Risk Management
Audit Preparation Assistant
Gathers and organizes all communications related to a specific client to streamline audit preparation.
Potential
Connects with Your Entire Ecosystem
The Aculis Roadmap
Horizon 1: Automation (Now)
- Email Intelligence
- Calendar Briefs
- Universal AI Chat
- Internal Policy & Compliance Chat
Horizon 2: Execution (Next)
- Agent-drafted follow-ups
- Automated CRM updates
- Intelligent document filing
- AI Meeting Notetaker
Horizon 3: Proactive Intelligence
- Proactive opportunity spotting
- Client risk alerts
- Predictive analytics
Ready to try it?
- Reclaim 10–15 hours per week
- Utilize built-in compliance guardrails
- Never miss a key client milestone
Spots are limited for the Dynamic Wealth Advisors beta.