Vega is your AI Associate Advisor, built specifically for financial advisors. Here are some of the main ways Vega can help you every day:
Email assistant
Vega saves you time on servicing emails by automatically drafting responses to clients and prospects directly in your Outlook or Gmail drafts folder.
Vega uses your Centralized Knowledge™, which is automatically built and maintained from your emails, meetings, CRM, and other connected sources, to draft responses with the right client context and in your writing style.
Chat assistant
Chat with Vega just like you would with another member of your team. Vega knows your clients, meetings, emails, CRM data, and firm context, so you can ask questions, look up information, research financial topics, draft content, and more.
Meeting assistant
Vega helps you before, during, and after your meetings: from meeting prep and recording to post-meeting notes, follow-up email drafts, next steps, and CRM updates.
Client deliverables
Vega can turn everything it knows about a client into polished, client-ready deliverables. Use built-in templates for financial planning, tax planning, estate planning, meeting recaps, and more, or work with us to customize deliverables around your firm's processes and brand.