Track clients, AUM, and reviews with AI that surfaces what needs attention. Spend time advising, not searching.
Annual reviews, quarterly check-ins—they're in your head, not your calendar. Clients feel forgotten.
Client calls with a question. You're digging through notes, emails, and CRM for context.
Before every client meeting, you're rebuilding context that should be at your fingertips.
Emails, meeting notes, calls—nothing linked to the client household.
Connect your email. AI builds client intelligence. You deepen relationships.
Gmail or Outlook. AI indexes every client conversation automatically.
Households, AUM, review schedules. Import from your CRM or add manually.
Reviews flagged. Meeting briefs ready. Life events surfaced. You focus on advising.
Everything you need to manage and grow your practice.
"Catch me up on the Henderson household." Full history in seconds.
AI surfaces upcoming reviews. Annual, quarterly, or custom cadence.
Spouses, children, related accounts—all linked with full context.
Meeting follow-ups, check-in emails, birthday notes. AI learns your style.
Market commentary, planning guides, compliance docs. AI finds what you need.
Every client conversation indexed and linked to their household.
"Which clients are over 70½?" Search across your entire book instantly.
| What you're using | The problem | Revian instead |
|---|---|---|
| Spreadsheets | No alerts, no intelligence | AI that surfaces what matters |
| Redtail / Wealthbox | Data entry, not insight | Intelligence that helps you advise |
| Email folders | Client context impossible to find | Every conversation searchable |
| Calendar reminders | No client context attached | Reviews with full briefs |
| Your memory | Reviews and birthdays slip | AI remembers so you don't |
"Client called about a conversation from last month. AI had the full context before I said hello."
"Meeting prep went from 30 minutes to 30 seconds. AI generates the brief, I just review."
"AI reminded me about a review I'd forgotten. Client said 'I was just about to call you.' Perfect timing."