#1 AI Agent for Financial Advisors
Action at the speed of thought.
Automate client communications, portfolio summaries, and compliance reports — so you can focus on what matters: your clients.
Good morning, Vicki
Today's Client Prep
Meetings Today
4
Reports Ready
12
Emails Drafted
8
Compliance Score
98%
Wei Lin Tan
9:30 AM
Priya Sharma
11:00 AM
Ahmad Razak
2:00 PM
Report Generated
Q1 portfolio summary for Wei Lin Tan
The path to success is to take massive, determined action.
Tony Robbins
That's the difference between a chatbot and an AI agent. Chatbots talk. Agents take action — drafting your emails, building your content, preparing your briefs — so you stay productive while they do the heavy lifting.
Everything you need to scale your practice
Chico AI handles the time-consuming tasks so you can spend more time building relationships and growing your business.
Smart Client Briefs
AI generates personalized client meeting prep with portfolio performance, talking points, and action items — ready before you walk in.
Automated Reports
Portfolio summaries, compliance documents, and performance reports generated in seconds. Always accurate, always formatted perfectly.
Build Your Brand
Grow your personal brand with AI-powered social media posts, curated content for broadcast lists, website copy, and lead generation funnels — all in your voice.
Market Intelligence
Real-time market insights tailored to your book of business. Know what matters to your clients before they ask you.
Up and running in three simple steps
No complex setup. No coding required. Connect your tools and let Chico AI do the heavy lifting.
Connect your tools
Connect your Google Workspace, WhatsApp Business, Telegram, or any tools you use in minutes. Your data stays secure and encrypted.
AI learns your practice
Chico AI studies your communication style, client preferences, and practice workflows. It becomes your personalized assistant.
Get AI-powered outputs
Receive client briefs, draft emails, compliance reports, and market intelligence — all tailored to your specific needs.
Results that speak for themselves
Faster report generation
What used to take hours now takes minutes
Client satisfaction rate
Advisors report happier, more engaged clients
Less time on admin work
More time for what actually matters
Stop working harder. Start working smarter.
Traditional Process
- 4+ hours preparing for each client meeting
- Manual compliance report generation
- Copy-paste email templates
- Outdated market summaries from yesterday
- Scattered notes across multiple tools
- Missed follow-ups and action items
With Chico AI
- Client briefs generated in 30 seconds
- One-click compliance reports, always current
- Personalized emails drafted in your voice
- Real-time market insights for your book
- Everything unified in one AI dashboard
- Automatic follow-up tracking and reminders
Frequently asked questions
Everything you need to know about Chico AI.
We integrate with the tools you already use — Google Workspace, WhatsApp Business, Telegram, Mailchimp, Notion, and more. Custom integrations are available for enterprise plans. Setup takes less than 5 minutes.
Ready to transform your practice?
Save 10+ hours per week and focus on what matters — your clients. Start your free trial today.
14-day free trial · No credit card required · Cancel anytime