Prepare for the person, not just the portfolio.

No, and you should keep the one you have. A notetaker listens to a meeting and writes down what was said. AskGrAIce works on the other side of the meeting: it reads everything your firm already knows about a client and prepares the advisor for the conversation ahead. What your notetaker captures becomes part of what we read. They record the past. We prepare you for what's next.

You could paste notes into a chatbot and get a summary of what was said. What you wouldn't get is a read on what it means for this person, in this transition: that a health scare in March, a wish for more family time in June, and a long-term care question in September are one story. In our market test, none of the fourteen advisors thought a general AI tool could have produced the briefs.

Whatever exists: meeting notes, CRM history, intake answers, an advisor's own write-up. There's no new data entry, and nothing for the advisor to fill out. A dedicated sanitization process strips identifying and sensitive details before any analysis begins. A brief usually comes back within a couple of hours of receiving the notes.

Less is needed than you'd think. Real briefs have been produced from a single pre-meeting write-up. And when there's truly no history, the situation itself carries more than most people expect: the system understands how retirements, divorces, handoffs, and the other hard transitions tend to unfold, so it prepares the advisor for the person's situation and points them to the right first questions, while the client's own story fills in. A guided discovery experience for brand-new relationships is in development, and preview firms are shaping it.

No. The product is a two-page document that arrives before the meeting. If your advisors can read an email, they're trained. That's deliberate: an advisor with fifteen minutes between meetings will not open another dashboard, and a tool that needs a course doesn't get used.

With you. Your firm owns and controls its client data; we own the understanding that interprets patterns. Your clients' information never becomes part of the intelligence layer other firms benefit from.

In practice: materials come in through a secure intake, identifying and sensitive details are stripped in two passes before any analysis, and each run happens in its own working space rather than a permanent client database. We also test that sanitization adversarially, by planting identifiers and checking whether any survive, rather than assuming it holds. During the preview, we walk your team through the whole path end to end.

Every brief opens by saying what it was built from and what it doesn't know. It tells the advisor what to confirm directly with the client rather than assume. Nothing is stated as fact about the person: signals, questions, and cautions are possibilities to consider, with if-then guidance for how each might land. The advisor stays in charge of the conversation, always.

It was designed for their sign-off. Every brief carries a complete audit trail from inputs to conclusions, so a reviewer can see exactly why it said what it said. Output is checked for accuracy before an advisor sees it, and the documents are advisor preparation only: nothing is client-facing, and nothing is financial advice.

Wealth firms and advisor teams, especially those navigating advisor transitions, acquisitions, or the ramp of newer advisors. The preview works directly with firm leaders. If you're a solo advisor, subscribe to Advising Humans and you'll be the first to hear when it opens wider.

Request a preview invite and tell us a little about your firm. We're deliberately working with a small group: direct access, direct feedback, and first say in what gets built. You'll hear back from Yasmin, not a sequence.