Fintel's AI copilot handles the work that doesn't need you — meeting briefs, client reports, portfolio context — so you spend more time on the work that only you can do.
整体↑ 4.2% — driven by tech overweight. QQQ added 8% over the period.
Reallocate growth → income bucket per strategy discussed in Oct. Flagged: RMD timing approaching.
Their daughter starts college in Sep — tuition withdrawal planning. Mention the new 529 flexibility rules.
Portfolio drift: equity exposure up to 78% vs target 70%. Rebalancing recommended.
You open Fintel at 8am. Before your first client call at 9, it has already pulled their portfolio delta, flagged the conversations worth having, and drafted the brief you need to walk in prepared. No more scrambling. No more showing up cold.
One-page summaries before every client call — portfolio changes, conversation triggers, action items. Generated automatically from your connected accounts and notes.
Quarterly and annual review reports generated in plain English — no chart clusters, no jargon. Your clients actually read these. Your compliance team loves them too.
Real-time aggregation across all custodians and account types. Drift alerts, tax-loss harvesting signals, rebalancing recommendations — surfaced before they become problems.
One page, not a dashboard. Clients see what matters: are they on track, what's changing, and what their advisor is thinking. No financial training required.
"Financial advice is human work. Everything else around it — the data aggregation, the report writing, the meeting prep — doesn't need to be."
— The Fintel thesis
You are the practice. Fintel replaces the admin overhead of a 5-person team so you can run a 100-client book without burning out.
Onboarding a new client takes days, not hours. Fintel learns your process, generates your documents, and gets new clients productive in the first meeting.
McKinsey projects a significant shortfall of financial advisors by 2030. Fewer advisors, more clients — the economics only work if every advisor can handle 2x the clients with the same time. Fintel makes that possible. Not by replacing the advisor — by removing everything that isn't the advice.