AI Financial Planning
Comprehensive plans, Monte Carlo simulation, and scenario modeling — generated from the full household picture and kept current.
↳ Learn moreFor advisors
Scale advice without scaling headcount
entropyFA gives advisory firms a private AI wealth agent that brings each household's full picture together, monitors continuously, and prepares better, faster recommendations for human review.
Built for RIAs, multifamily offices, and firms serving complex households.
Advisor solutions
Every workflow the agent covers
One private wealth agent, applied to the jobs that consume an advisory firm's week. Start where the pain is worst — the same household record powers all of it.
AI Tax Planning
Tax-loss harvesting, tax-aware withdrawals, and multi-account coordination, monitored year-round.
↳ Learn moreAI Portfolio Management
Drift monitoring and multi-account rebalancing with tax-aware trades — the agent proposes, you approve.
↳ Learn moreAI Investment Research
Research memos with citations, regulatory analysis, and market synthesis tied to your book.
↳ Learn moreAI Document Management
An encrypted vault that turns documents into a structured, searchable household record.
↳ Learn moreAI Client Onboarding
Document-driven data collection that maps accounts, entities, and relationships from day one.
↳ Learn moreAI Meeting Prep
Walk in with the analysis done; leave with follow-through structured and monitored.
↳ Learn moreAI Proposal Generation
Recommendation proposals with the numbers run and the rationale written in plain language.
↳ Learn moreAI Compliance
Regulatory monitoring, proactive flagging, and audit-ready documentation for RIAs.
↳ Learn moreAI Estate Planning Support
Estate documents organized, entities and trusts mapped, scenarios modeled — alongside counsel.
↳ Learn moreAI Insurance & Risk Review
Policy inventory, coverage-quality and needs review, beneficiary alignment, and risk profiling.
↳ Learn moreAI Prospecting & Onboarding
Prospect pipeline, onboarding checklists and portal, and account transition with tax impact.
↳ Learn moreWhy firms use it
More proactive coverage across every household
01
Reduce Prep Burden
Cut 4-6 hours of plan prep and ongoing data gathering per household by bringing documents, entities, accounts, and planning context into one structured system.
02
Increase Proactive Coverage
Monitor planning, portfolios, tax, research, and compliance signals between meetings so the next best action is not dependent on manual follow-up.
03
Stay Reviewable
Keep recommendations, workflows, and supporting logic documented, auditable, and ready for advisor review before anything moves forward.
Advisor workflow
One system across the full client lifecycle
entropyFA fits the actual rhythm of advisory work: organize the household, monitor continuously, prepare recommendations, and keep humans in control of each meaningful decision.
- Organize
Bring the household into one workspace
Accounts, documents, entities, relationships, and plans are mapped into a structured private record instead of scattered across tools and email threads.
- Monitor
Watch for opportunities between meetings
Planning drift, portfolio changes, liquidity needs, tax opportunities, and compliance considerations are monitored continuously instead of waiting for the next review cycle.
- Prepare
Generate meeting-ready work product
Plans, scenario analysis, tax-aware portfolio ideas, client memos, and recommendation drafts are prepared with rationale so advisors can review instead of assemble from scratch.
- Review
Keep the advisor in control
Humans approve recommendations and next actions. The workflow stays reviewable, documented, and aligned with fiduciary and compliance expectations.
Where it fits
Advisor use cases that benefit from continuous oversight
Annual Reviews and Plan Updates
Update household context, refresh projections, and prepare recommendations without rebuilding the case each time.
Tax-Aware Portfolio Changes
Monitor drift, identify harvesting opportunities, and prepare coordinated portfolio actions across multiple accounts.
Meeting Prep and Follow-Through
Turn open questions, planning priorities, and client requests into structured recommendations and follow-up tasks.
Top-Tier Household Coverage
Deliver family-office-style oversight to more relationships without creating a separate manual process for every complex client.
Audit-Ready Documentation
Keep rationale, assumptions, and workflow history attached to each recommendation so review and supervision stay practical.
Shared Advisor-Family Workflows
Work in the same trusted system as the household when direct collaboration improves speed, context, and follow-through.
Operating model
One agent, many households
The same wealth agent can support planning, portfolio, research, and compliance workflows across many relationships while keeping each household isolated and reviewable.
- Private workspace per household with source-backed financial logic
- Consistent workflows across planning, portfolios, research, and compliance
- Human approval and audit trails built into the operating model
Cross-link
Serving households directly too?
Families and family offices can use the same trusted system directly, with the option to collaborate alongside their advisor when that is the right model.
↳ See the family experienceNext step
See how entropyFA fits your advisory workflow
Tell us about your firm, client mix, and workflow priorities. We will show you where the system fits first and how it expands from there.