Advisor Copilot

Advisor Copilot helps financial advisors reply to client emails faster, without losing the personal, on-brand tone clients expect.

Advisor Copilot opens alongside any email in Outlook. It reads the thread, pulls the relevant client context from your firm's CRM, and drafts a reply in your voice, not a generic AI tone.

How it works:

• Select an email in Outlook
• Advisor Copilot summarizes the thread and identifies the client from your CRM
• Choose a tone and length, then generate a draft reply
• Edit inline, refine with a quick instruction, or regenerate
• Copy the draft or insert it directly into your reply

Built for advisors:

• CRM-aware drafts that reflect real account details, not guesses
• Tone and length controls so every draft matches how you write
• Full version history, so regenerating never loses earlier drafts
• Inline rich-text editing on every draft
• Recent drafts, so you can pick up where you left off across your inbox

Built with compliance in mind:

Every AI-generated draft includes a clear reminder to review before sending. Advisor Copilot drafts; you decide what goes out.

Requirements: Microsoft Outlook (desktop or web), a licensed Advisor Copilot account provisioned by your firm.