Introducing Aculis
Introducing Aculis
Introducing Aculis
AI isn't replacing advisors. It's creating super-advisors
AI isn't replacing advisors. It's creating super-advisors
AI isn't replacing advisors. It's creating super-advisors
The secure, AI-native OS for modern RIAs and enterprises. Our platform handles toil at both the advisor and organizational level, so your entire team can focus on growth.
The secure, AI-native OS for modern RIAs and enterprises. Our platform handles toil at both the advisor and organizational level, so your entire team can focus on growth.
OPERATIONAL INTELLIGENCE
An AI Workforce for Your Entire Firm.
An AI Workforce for Your Entire Firm.
An AI Workforce for Your Entire Firm.
Turn Scattered Data into Smart Advice
Stop hunting for information across different platforms. Aculis connects your CRM, emails, and documents to find what you need. Our AI agents analyze client data to surface cohesive insights and predictive action items, helping you deliver superior, forward-looking service.
Put Your Practice on Autopilot
Reclaim the 40% of your day that is currently spent on manual, non-revenue generating tasks. Aculis automates your routine by instantly handling client communications, drafting documents, and generating meeting notes. Let your AI partner handle the toil so your team can reclaim hours of your day
Where AI Meets Compliance
Our agents don't just give suggestions; they help you get the work done. Aculis operates within a secure AI framework built specifically for financial services, with built-in compliance checks for your internal policies. This allows you to work with confidence, knowing every action is auditable and secure.
How It Works
Your Practice, Upgraded in 3 Simple Steps
Connect
Delegate
Scale
01 – Connect
Securely Link Your Existing Tools.
Aculis integrates seamlessly with the tools you already use. In just a few minutes, you can connect your CRM, email, calendar, and custodian platforms. All your data stays yours, protected within a secure, compliant environment built for finance.
Connect
Delegate
Scale
01 – Connect
Securely Link Your Existing Tools.
Aculis integrates seamlessly with the tools you already use. In just a few minutes, you can connect your CRM, email, calendar, and custodian platforms. All your data stays yours, protected within a secure, compliant environment built for finance.
Connect
Delegate
Scale
01 – Connect
Securely Link Your Existing Tools.
Aculis integrates seamlessly with the tools you already use. In just a few minutes, you can connect your CRM, email, calendar, and custodian platforms. All your data stays yours, protected within a secure, compliant environment built for finance.
Calculator
Quantify the cost of not using AI to Delegate
Quantify the cost of not using AI to Delegate
Quantify the cost of not using AI to Delegate
Autonomous Workflows
Secure AI Framework
Data Analysis
Compliance
Task Management
Document Drafting
Email Automation
Meeting Prep
WHO IT'S FOR
An AI Native OS for the Entire Advisory Firm.
An AI Native OS for the Entire Advisory Firm.
An AI Native OS for the Entire Advisory Firm.
Proactive Compliance & Full Accountability
Aculis isn't a "black box." Our Compliance Core provides a full audit trail for every AI-assisted action and communication. We can build in your firm's specific internal policies, transforming supervision from a manual chore into a seamless, automated process.
Enterprise Grade Security & Data Governance
An Open Platform Built to Integrate
Proactive Compliance & Full Accountability
Aculis isn't a "black box." Our Compliance Core provides a full audit trail for every AI-assisted action and communication. We can build in your firm's specific internal policies, transforming supervision from a manual chore into a seamless, automated process.
Enterprise Grade Security & Data Governance
An Open Platform Built to Integrate
Proactive Compliance & Full Accountability
Aculis isn't a "black box." Our Compliance Core provides a full audit trail for every AI-assisted action and communication. We can build in your firm's specific internal policies, transforming supervision from a manual chore into a seamless, automated process.
Enterprise Grade Security & Data Governance
An Open Platform Built to Integrate
Benefits
The Aculis Advantage
Reclaim Your Day
Focus on clients, not busywork. Aculis automates the 40% of your day that is often lost to manual admin tasks like meeting prep and client follow-ups.
Reclaim Your Day
Focus on clients, not busywork. Aculis automates the 40% of your day that is often lost to manual admin tasks like meeting prep and client follow-ups.
Reclaim Your Day
Focus on clients, not busywork. Aculis automates the 40% of your day that is often lost to manual admin tasks like meeting prep and client follow-ups.
Boost Your Bottom Line
Turn wasted time directly into revenue. Financial planning research shows that a 10% reduction in an advisor's administrative workload can lead to a twofold increase in income.
Boost Your Bottom Line
Turn wasted time directly into revenue. Financial planning research shows that a 10% reduction in an advisor's administrative workload can lead to a twofold increase in income.
Boost Your Bottom Line
Turn wasted time directly into revenue. Financial planning research shows that a 10% reduction in an advisor's administrative workload can lead to a twofold increase in income.
Deliver Proactive Advice
Go beyond basic service by using AI to analyze client data. Aculis helps you surface predictive insights and forward-looking action items that your clients will value.
Deliver Proactive Advice
Go beyond basic service by using AI to analyze client data. Aculis helps you surface predictive insights and forward-looking action items that your clients will value.
Deliver Proactive Advice
Go beyond basic service by using AI to analyze client data. Aculis helps you surface predictive insights and forward-looking action items that your clients will value.
Operate with Confidence
Work securely within an AI framework built for the rules of finance. Our platform features a Compliance & Auditability Core with built-in checks and a full audit trail.
Operate with Confidence
Work securely within an AI framework built for the rules of finance. Our platform features a Compliance & Auditability Core with built-in checks and a full audit trail.
Operate with Confidence
Work securely within an AI framework built for the rules of finance. Our platform features a Compliance & Auditability Core with built-in checks and a full audit trail.
Integrate Seamlessly
Aculis connects with the tools you already rely on every day, including your CRM, email, calendar, and custodian platforms, creating one unified workflow.
Integrate Seamlessly
Aculis connects with the tools you already rely on every day, including your CRM, email, calendar, and custodian platforms, creating one unified workflow.
Integrate Seamlessly
Aculis connects with the tools you already rely on every day, including your CRM, email, calendar, and custodian platforms, creating one unified workflow.
Scale Your Practice
Prepare your firm for the future. Aculis provides the operational leverage to grow your client base and AUM, helping you overcome the industry-wide capacity crisis.
Scale Your Practice
Prepare your firm for the future. Aculis provides the operational leverage to grow your client base and AUM, helping you overcome the industry-wide capacity crisis.
Scale Your Practice
Prepare your firm for the future. Aculis provides the operational leverage to grow your client base and AUM, helping you overcome the industry-wide capacity crisis.
PURPOSE-BUILT
Built for Advisors for Advisors.
Generic platforms aren't built for the complexities of wealth management, and patching together single-function tools is inefficient. Aculis is one integrated, compliant OS designed for your entire practice.
Generic Tools & Point Solutions
Disjointed, single-function tools
Disjointed, single-function tools
Disjointed, single-function tools
Generic, one-size-fits-all platform
Generic, one-size-fits-all platform
Generic, one-size-fits-all platform
Compliance is an afterthought
Compliance is an afterthought
Compliance is an afterthought
Siloed data, another tool on the pile
Siloed data, another tool on the pile
Siloed data, another tool on the pile
Integrated, multi-functional OS
Integrated, multi-functional OS
Integrated, multi-functional OS
Purpose-built for wealth management
Purpose-built for wealth management
Purpose-built for wealth management
Unlocks proactive, unified insights
Unlocks proactive, unified insights
Unlocks proactive, unified insights
Compliance & Auditability at the Core
Compliance & Auditability at the Core
Compliance & Auditability at the Core
BACKED BY THE BEST
Partnering with Industry Innovators
"Our alliance with Aculis marks a new day for Dynamic and the future of how AI will power our affiliated advisory firms. We’re honored to be the first enterprise engagement for Aculis’ world class AI architecture as we continue our relentless pursuit of innovation and the intentional balance of technology and people."
Jim Cannon
CEO Dynamic Wealth Advisors
"Our alliance with Aculis marks a new day for Dynamic and the future of how AI will power our affiliated advisory firms. We’re honored to be the first enterprise engagement for Aculis’ world class AI architecture as we continue our relentless pursuit of innovation and the intentional balance of technology and people."
Jim Cannon
CEO Dynamic Wealth Advisors
"Our alliance with Aculis marks a new day for Dynamic and the future of how AI will power our affiliated advisory firms. We’re honored to be the first enterprise engagement for Aculis’ world class AI architecture as we continue our relentless pursuit of innovation and the intentional balance of technology and people."
Jim Cannon
CEO Dynamic Wealth Advisors
"Whats really exciting for us are the predictive and pro-active possibilities with using Aculis. Knowing what we need to do, before we need to do it, is going to change the game for us."
Brian Bucell
Managing Partner Crestview Capital Management
"Whats really exciting for us are the predictive and pro-active possibilities with using Aculis. Knowing what we need to do, before we need to do it, is going to change the game for us."
Brian Bucell
Managing Partner Crestview Capital Management
"Whats really exciting for us are the predictive and pro-active possibilities with using Aculis. Knowing what we need to do, before we need to do it, is going to change the game for us."
Brian Bucell
Managing Partner Crestview Capital Management
SIMPLE PRICING
A Plan for Every Practice
*Save 20% on yearly plans.
Professional
Yearly
For the individual advisor focused on peak performance and efficiency to scale their practice
Contact Us
Secure AI Co-Advisor
Smart Response for Emails
Proactive Briefings & Agendas
Automated Workflows
Communication Drafting
Compliance Overlay
Professional
Yearly
For the individual advisor focused on peak performance and efficiency to scale their practice
Contact Us
Secure AI Co-Advisor
Smart Response for Emails
Proactive Briefings & Agendas
Automated Workflows
Communication Drafting
Compliance Overlay
Professional
Yearly
For the individual advisor focused on peak performance and efficiency to scale their practice
Contact Us
Secure AI Co-Advisor
Smart Response for Emails
Proactive Briefings & Agendas
Automated Workflows
Communication Drafting
Compliance Overlay
Teams
Yearly
For growing advisor teams (2+) who need to collaborate and share knowledge.
Contact Us
Everything in Professional, plus:
Shared Team Knowledgebase
Collaborative Workflows
Custom Agents
Staff Accounts ($100/month)
Dedicated Account Manager
Teams
Yearly
For growing advisor teams (2+) who need to collaborate and share knowledge.
Contact Us
Everything in Professional, plus:
Shared Team Knowledgebase
Collaborative Workflows
Custom Agents
Staff Accounts ($100/month)
Dedicated Account Manager
Teams
Yearly
For growing advisor teams (2+) who need to collaborate and share knowledge.
Contact Us
Everything in Professional, plus:
Shared Team Knowledgebase
Collaborative Workflows
Custom Agents
Staff Accounts ($100/month)
Dedicated Account Manager
Enterprise
Yearly
For large RIAs & Broker-Dealers with advanced security and compliance needs
Contact Us
Everything in Teams, plus:
On-Prem Setup Options
Advanced Governance & Full Auditing
Proactive Compliance
SSO/SAML Integrations
Dedicated Support & Onboarding
Enterprise
Yearly
For large RIAs & Broker-Dealers with advanced security and compliance needs
Contact Us
Everything in Teams, plus:
On-Prem Setup Options
Advanced Governance & Full Auditing
Proactive Compliance
SSO/SAML Integrations
Dedicated Support & Onboarding
Enterprise
Yearly
For large RIAs & Broker-Dealers with advanced security and compliance needs
Contact Us
Everything in Teams, plus:
On-Prem Setup Options
Advanced Governance & Full Auditing
Proactive Compliance
SSO/SAML Integrations
Dedicated Support & Onboarding
OUR TECHNOLOGY PARTNERS
Powered by a World-Class Ecosystem
OUR TECHNOLOGY PARTNERS
Powered by a World-Class Ecosystem
OUR TECHNOLOGY PARTNERS
Powered by a World-Class Ecosystem
OUR TECHNOLOGY PARTNERS
Powered by a World-Class Ecosystem
FAQ
Frequently asked questions
What makes Aculis different from other AI tools?
Most AI tools are generic platforms that aren't built for the complexities of wealth management. Aculis is different. We are a wealth management-specific OS with a Compliance & Auditability Core. This means our platform is designed from the ground up to understand your specific workflows and operate within your regulatory reality
Is my client data secure?
What tools can Aculis integrate with?
Do I need to be a tech expert to use Aculis?
How exactly does Aculis help with compliance?
What makes Aculis different from other AI tools?
Most AI tools are generic platforms that aren't built for the complexities of wealth management. Aculis is different. We are a wealth management-specific OS with a Compliance & Auditability Core. This means our platform is designed from the ground up to understand your specific workflows and operate within your regulatory reality