What we're building, and where each initiative stands today.
ContentIQ
AI-assisted compliance review and personal voice coaching for advisor content. Write, get instant feedback, and route to Compliance — all in one place.
Open ContentIQ →
CultureIQ
A Teams assistant that helps the firm understand and work with each other's Kolbe, PRINT, and appreciation styles — strengthening our culture of belonging.
Coming soon
RMD Wizard
A guided tracker for inherited IRA required minimum distributions — keeping client service ahead of deadlines and advisors informed.
Coming soon
Investment Outlier Solution
Surfaces portfolios and accounts that fall outside expected ranges, so advisors can act on what needs attention faster.
On the roadmap
Slant Rollout
Bringing the Slant platform online across the firm — part of how we modernize the advisor and client experience.
On the roadmap
Have an idea?
Our AI roadmap grows from the whole team. Every tool here started as someone's idea for removing friction. Yours could be next.
Submit an idea