You are an Advisor. Not a Secretary.
AI that writes your case notes, reads your client documents, and syncs everything to your CRM. Then it permanently deletes the source data. Your clients trust you with everything. We never see any of it.
No credit card required · Setup in under 2 minutes
By Advisors, For Advisors
Trusted by Advisors
Patented Technology
Provisionally Patented
SEC & Reg S-P Compliant
Audit-Ready Architecture
Sound familiar?
Every hour on admin is an hour away from your clients and your family.
The 9 PM Session
Your last meeting ended five hours ago. Dinner is cold. You're still retyping what was said because there's no other way to get it into the CRM.
The Weekend Bleed
It's Saturday. Your daughter is playing soccer. You're at the kitchen table cross-referencing a 47-page insurance policy because Monday's review meeting won't prep itself.
Triple Entry
Household income: $285,000. You type it into Redtail. Then into your financial planning software. Then into your meeting summary. Three systems. Same six fields. Every. Single. Client.
The Lost Note
There was a number. Or a name. Something the client said on Tuesday that changes the whole plan. Your handwriting says... $4K? $40K? The client calls in the morning.
The Audit Fear
SEC wants documentation of the meeting where your client moved from moderate to aggressive. You remember the conversation. You just never wrote it down.
The Real Cost
Every hour spent on admin is an hour you didn't spend advising clients, growing your book, or being present with your family.
It doesn't have to be this way.
30+
hours a month lost to admin
What would you do with an extra 30 hours?
30+
Hours saved per month
per advisor
$82K
Back in your pocket
every advisor gets their own AI paraplanner
99%
Extraction accuracy
Smart Actions
1hr→
Processing time saved
per document, automatically
Your meetings write themselves.
AI Secretary listens to your client meetings and pulls out the data that matters. Incomes, account values, risk tolerance, goals. All structured and ready for your CRM with 99% extraction accuracy. No more retyping. No more notes at 9 PM.
Outcome: Your meeting ends. Your CRM is already updated. You're already with your next client.
Join
Zoom, Google Meet, phone, or upload
Listen
Identifies financials in real time
Extract
Smart Actions, not transcripts
Sync
CRM, download, or email to yourself
Source data permanently deleted after sync · Zero Retention
Supported Documents
Upload
PDFs, scans, or photos
Read
AI reads the full document
Extract
Pulls key data points
Deliver
CRM, download, or email
Document deleted after extraction · Zero Retention
What used to take an hour now takes seconds.
That insurance policy has the numbers you actually need buried in 50 pages. The Document Reader processes the full document and extracts beneficiaries, premiums, account values, and policy details. Structured and ready for your CRM. Uses our patented extraction process.
Outcome: What used to take an hour of manual reading becomes structured data in your CRM. Automatically.
Zero-Retention
Architecture
Every competitor stores your client data on their servers. Some use it to train their models. We process it, sync it, and delete it. Audio, transcripts, extracted data. All of it. Gone in seconds.
- End-to-end encrypted processing in real-time.
- Instant sync to your secure CRM environment.
- Permanent, forensic-level data deletion within seconds.
Encrypted in real time
Pushed to your CRM
Gone forever
Them
Store data forever
Used for model training
AI Secretary
Delete within seconds
Nothing stored. Ever.
SEC & Reg S-P compliant · Audit-ready
Compliance is not optional.
Generic AI tools are a compliance liability. AI Secretary is the tool your compliance officer will actually approve.
SEC & Reg S-P Ready
Case notes meet SEC recordkeeping standards and Regulation S-P privacy requirements out of the box. When regulators ask for documentation, it's already in your CRM, timestamped and structured.
No Training on Client Data
We never use your client conversations to train our models. Unlike competitors who bury data usage in their terms of service, we permanently delete everything. Your data remains your competitive advantage.
Full Audit Trail
Every extraction is logged. Every deletion is verified. Every CRM sync is timestamped. When your compliance officer asks 'where did this data come from?' the answer is one click away.
What happens when SEC comes knocking?
Here's exactly what your compliance officer sees.
Works with your stack.
No copy-pasting. No friction. Data goes where it belongs.
Coming Soon
Don't see your CRM? We'll build it for you.
View all integrations →Calculate Your Savings
What does documentation cost your practice?
Adjust the sliders. See the math. Decide for yourself.
You spend today
$57,600
384 hrs/year
You save with AI
$50,712
346 hrs back
ROI
4269%
return on investment
AI Secretary
$1,188
$99/mo per advisor
Simple Pricing. No Surprises.
One product. Every feature. Give every advisor their own AI paraplanner for less than one hour of admin overhead.
Maximum flexibility. Cancel anytime.
Everything Included
14-day free trial · No credit card required
Enterprise Plans Available
Volume licensing, SSO, custom integrations, and dedicated support.
Don't take our word for it.
“We've had AI Secretary for over a year now and honestly I don't know how we ran things before. It just gets it, like it actually understands what matters in an advisor-client conversation. Our whole CRM documentation process went from this painful thing nobody wanted to do to something that just happens.”
Joshua Mauk
TerraWealth
Wealth Management Firm
“I used to stay at the office until 7 retyping meeting notes. Now I get to come home to my wife by 5 most days. She noticed the change before I did. The ROI wasn't even a question after the first week.”
Sarah Kendall
Financial Advisor
Independent RIA, 3 advisors
“Our compliance officer is the hardest person to get a yes from. I showed her the zero-retention architecture and she approved it same day. I've never seen that happen with any software.”
David Lawson
RIA Principal
Boutique RIA, $120M AUM
“The thing that sold me was Smart Actions. I don't have to read through 40 minutes of transcript looking for the one number the client mentioned. It just pulls it out. My post-meeting stuff takes maybe 10 minutes now, used to be 45.”
Marcus Thompson
CFP®
Solo practitioner, $85M AUM
“Had a meeting at 2, by 2:45 the case notes and all the key data were sitting in Redtail ready to go. I used to spend my whole evening doing that manually. Can't go back.”
Maria Gonzalez
Senior Financial Planner
Multi-advisor firm, 8 advisors
“I looked at Fathom, Otter, all of them. They all keep your client data on their servers. As a fiduciary that's a non-starter. AI Secretary deletes everything. That's how it should work.”
Kevin Reynolds
Solo RIA
Independent RIA, $60M AUM
Frequently Asked Questions
Explore AI Secretary
Dive deeper into what makes us different.
Reclaim your 30 hours.
Join independent advisors who stopped working nights and weekends. Your client data is never stored. Your compliance is never at risk.