Assess Risk & Match Strategies
AI chatbots that conduct comprehensive risk assessments, educate clients about investment opportunities, create personalized portfolio recommendations, and schedule consultations with advisors—converting prospects into investors.
Compliant • Educational • Strategy-focused
InvestBot
Investment Advisory Assistant
Built for Investment Success
AI that understands risk profiles, market strategies, and investor education needs
Complete Investment Advisory Support
Everything advisors need to assess risk, educate clients, and build portfolios
Risk Tolerance Assessment
Comprehensive multi-dimensional risk assessment that evaluates client risk capacity, tolerance, investment experience, and time horizons through sophisticated questionnaires and behavioral analysis. Includes scenario-based testing, loss tolerance evaluation, volatility comfort analysis, and dynamic risk profiling that adapts as client circumstances change over time.
✓ Start consultations with detailed, accurate risk profiles that improve portfolio matching and client satisfaction
Investment Education & Market Updates
Interactive educational platform that delivers personalized investment knowledge based on client experience level and portfolio complexity. Includes market commentary, investment strategy explanations, economic trend analysis, and guided learning modules covering portfolio theory, asset classes, and risk management principles with real-time market applications.
✓ Improve client knowledge and confidence while reducing advisor time spent on basic education
Portfolio Matching & Recommendations
Advanced portfolio construction engine that matches client risk profiles, goals, and constraints with appropriate asset allocation models and investment strategies. Includes tax-efficient fund selection, cost optimization analysis, rebalancing recommendations, and style drift monitoring to maintain optimal portfolio alignment over time.
✓ Streamline portfolio construction with evidence-based strategies and continuous optimization recommendations
Performance Monitoring & Reporting
Comprehensive performance tracking system that provides detailed portfolio analytics, benchmark comparisons, attribution analysis, and customized client reporting. Includes risk-adjusted return calculations, Sharpe ratio analysis, drawdown tracking, and goal progress monitoring with automated alerts for significant deviations or opportunities.
✓ Demonstrate value and maintain client relationships with transparent, comprehensive performance reporting
Rebalancing & Tax Optimization
Automated rebalancing system that monitors portfolio drift and recommends tax-efficient rebalancing strategies. Includes tax-loss harvesting identification, asset location optimization across account types, and coordinated rebalancing that considers transaction costs, tax implications, and market timing to maximize after-tax returns.
✓ Maximize client returns through systematic rebalancing and tax-efficient portfolio management
Regulatory Compliance & Documentation
Comprehensive compliance management system that ensures all investment advice meets fiduciary standards and regulatory requirements. Includes suitability documentation, disclosure management, ADV updates, trade supervision, and audit trail maintenance to protect both advisors and clients while streamlining regulatory reporting.
✓ Maintain regulatory compliance and reduce liability exposure with comprehensive documentation and oversight
Trusted by Investment Advisors
See how AI is transforming client assessment and investment education
"The risk assessment feature is incredible. New clients come to our first meeting with comprehensive risk profiles completed, so we can spend time on strategy rather than basic questionnaires."
60% more time for strategic discussions
Ready to Transform Your Investment Practice?
Join investment advisors nationwide improving client assessment and education with AI