Aivor
For financial professionals

Your intelligent work partner for wealth management.

Aivor works alongside financial professionals, connecting with the systems and data they already use to help prepare, analyze, review, and get everyday client and portfolio work done faster.

Most of the work happens before the meeting.

~20%

Financial advisors spend about 20% of their time in client meetings, compared with roughly 36% preparing for meetings, running planning analyses, and servicing clients.

Source: Kitces Research, “What Improves Advisor Productivity?”

Aivor gives that time back.

Tell Aivor what you need to get done. It gathers information, analyzes client and portfolio data, finds what needs attention, and prepares decision-ready work — so your team spends less time preparing and more time advising.

Without Aivor
Gather
Search
Analyze
Prepare
Review
Client
With Aivor
Tell Aivor what you need
Aivor does the preparation
Review
Client
Who it's for

Built for the way your team works.

Aivor helps financial professionals get the preparation and analysis work done faster.

Financial Advisors

Prepare for client meetings faster than ever.

Know what's changed before every meeting.

Wealth Managers

Review portfolios and surface what needs attention.

One clear view across every client and account.

Investment Professionals

Analyze performance, exposures, trends, and risk.

Less data gathering, more time deciding.

Aivor

Prepare me for my meeting with John Smith.

Sources
HoldingsPerformanceCRMEmail

Here's what's changed and what needs attention

What changed
  • Portfolio performance
  • Allocation changes
  • Cash movement
  • Recent account activity
Client context
  • Previous meeting commitments
  • Outstanding requests
  • Relevant recent communication
Needs attention
  • Portfolio drift
  • Large cash position
  • Outstanding client request
See it in action

Ask. Aivor works. Review.

Tell Aivor what you need — it gathers the details and prepares the work.

How it works

From request to finished work.

Connect your systems, tell Aivor what you need, and review the work it prepares.

Connect

Link the systems your firm already uses, from CRM to portfolio data.

Ask

Tell Aivor what you need done, in plain language, no setup required.

Aivor works

It gathers the details, analyzes them, and prepares the work for you.

Review

You validate the output and decide what happens next, with full context.

Aivor

Prepare

Aivor pulls together everything your team needs before a meeting, review, or report.

Includes
  • Client meetings
  • Client reviews
  • Reports
Example request

“Prepare me for my meeting with John Smith.”

Capabilities

What Aivor can do.

A few core capabilities, applied across your clients and portfolios.

Integrations

Works with the systems your firm already uses.

Aivor connects to the tools your team already relies on — it doesn't replace them.

Aivor

Portfolio / Wealth Management

Reads holdings, allocations, and performance directly from your portfolio system.

What Aivor reads
  • Holdings
  • Allocations
  • Performance
Connected
Orion
Synced just now
Black Diamond
Synced 12m ago
Addepar
Synced 1h ago
Trust

Your data. Your controls. Your decisions.

Controlled access, human oversight, and a clear audit trail — always.

Controlled access

Aivor should only access information required for the task.

Read-oriented by default

Analysis should not require unrestricted access to source systems.

Human oversight

Aivor provides analysis while financial professionals remain in control.

Auditability

Actions and analysis should be trackable and reviewable.

Human + AI

Aivor does the preparation. Your team makes the decisions.

Aivor works alongside your team — handling repetitive research and preparation so they can focus on advising clients.

Aivor handles
  • Bringing information together
  • Analyzing data
  • Finding important changes
  • Identifying items requiring attention
  • Preparing first drafts
  • Preparing reports
  • Organizing relevant context
Your team handles
  • Reviewing the work
  • Applying professional judgment
  • Advising clients
  • Making decisions
  • Approving communications
  • Taking action
Get started

Spend less time preparing the work.
Spend more time acting on it.

Connect your firm's systems and let Aivor handle the repetitive research, analysis, and preparation — while your team stays in control.

See Aivor in action