For immediate release

AdvisorPilot™ Launches AI-Powered Client Engagement Platform Built for Financial Advisors

New platform brings AI-driven efficiency to financial professionals, helping advisors spend less time managing processes and more time delivering meaningful client advice.

SAN FRANCISCO, CA, July 22, 2026. AdvisorPilot™ today announced the official launch of its AI-powered portfolio review and client engagement platform designed for independent Registered Investment Advisors (RIAs), wealth management firms, and financial professionals.

Built by practicing advisors, AdvisorPilot™ was created to address one of the most significant challenges facing the financial services industry: the growing operational demands placed on advisors. From gathering client information and preparing reviews to creating customized deliverables, advisors often spend valuable time managing processes instead of focusing on client relationships.

AdvisorPilot™ combines AI Statement Reading, AI-powered analysis, client communications, and workflow management into one integrated platform designed to help advisors create more efficient and consistent client experiences at their very first meeting. Advisors review and edit drafts; nothing reaches a client without their action.

“AI will not replace financial advisors. It will empower the advisors of the future. We built AdvisorPilot™ because we experienced firsthand the frustration of spending more time dealing with fragmented systems than helping clients. Advisors should spend their time where it matters most: building relationships and delivering advice. AdvisorPilot™ gives that time back.”

Redefining the Advisor Workflow

AdvisorPilot™ transforms how financial professionals prepare, engage, and serve their clients through four core capabilities:

AI Statement Reading

AdvisorPilot™ uses AI Statement Reading on client statements and documents to read portfolio information, organize holdings, and categorize account types into a book of record the advisor confirms before review.

AI-powered analysis

The platform uses AI-powered analysis to help advisors review portfolio allocation, diversification, concentration, fees, and strategy alignment, then draft meeting preparation materials, talking points, and client narratives. Advisors review and edit every draft. Advice, suitability, and what reaches the client stay with the firm.

Compliance-Ready Client Deliverables

AdvisorPilot™ helps advisors create meeting summaries, client reports, and follow-up communications while maintaining advisor oversight and control. Firms can maintain consistent branding, disclosures, and review processes across client interactions.

Integrated CRM & Client Workflow

AdvisorPilot™ connects client information, communications, tasks, and AI-powered analysis into one streamlined experience. The platform helps advisors organize client interactions, maintain follow-up workflows, and deliver a more personalized experience. Through the proprietary FlightDeck™ feature, advisors can transform client data and advisor direction into customized presentations, reports, and management drafts in seconds, then review before anything is shared.

Built to Scale the Advisor, Not Replace the Advisor

The future of financial advice will not be defined by replacing advisors with technology. It will be defined by giving advisors better tools to serve their clients.

By reducing time spent on repetitive administrative tasks, AdvisorPilot™ helps financial professionals increase capacity, improve client engagement, and deliver a more consistent advisory experience without sacrificing the relationships at the center of financial planning.

AdvisorPilot™ is currently onboarding select independent RIAs, financial advisors, and wealth management firms.

To explore AdvisorPilot™, view a product demonstration, or request access, visit www.AdvisorPilot.ai.

About AdvisorPilot™

AdvisorPilot™ is a client engagement and portfolio review platform built by advisors for advisors. The platform connects client information, AI Statement Reading, AI-powered analysis, reporting, and workflow management into one streamlined system, helping financial professionals deliver a more effective client experience. The advisor stays in control of advice and what reaches the client.