The easiest way to prospect with financial planning
The easiest way to prospect with financial planning
The easiest way to prospect with financial planning
The easiest way to prospect with financial planning
Powered by AI, the Sherpas platform enables financial advisors to quickly assess each investor’s financial health and create tailored recommendations in seconds.
Powered by AI, the Sherpas platform enables financial advisors to quickly assess each investor’s financial health and create tailored recommendations in seconds.
Powered by AI, the Sherpas platform enables financial advisors to quickly assess each investor’s financial health and create tailored recommendations in seconds.
The role of the financial advisor has changed
The role of the financial advisor has changed
Investors expect “super advisors” that can help them not only with investments, but also insurance, estate planning, debt management, tax strategies and more…
Investors expect “super advisors” that can help them not only with investments, but also insurance, estate planning, debt management, tax strategies and more…
Investors expect “super advisors” that can help them not only with investments, but also insurance, estate planning, debt management, tax strategies and more…
But personalized advice demands significant time and effort from advisors
But personalized advice demands significant time and effort from advisors
10-12h
10-12h
to create a single financial plan
3-5 meetings
3-5 meetings
to deliver that financial plan and align with client
85% of advisors
85% of advisors
have limited capacity to market and focus on organic growth
10-12h
to create a single financial plan to deliver to a household
3-5 meetings
to deliver that financial plan and land the prospect
85%
of independent financial advisors don’t have the capacity to market and focus on organic growth
But personalized advice demands significant time and effort from advisors
10-12h
to create a single financial plan
3-5 meetings
to deliver that financial plan and align with client
85% of advisors
have limited capacity to market and focus on organic growth
10-12h
to create a single financial plan to deliver to a household
3-5 meetings
to deliver that financial plan and land the prospect
85%
of independent financial advisors don’t have the capacity to market and focus on organic growth
Introducing Sherpas, the platform built to accelerate growth for planning-first advisors
Introducing Sherpas, the platform built to accelerate growth for planning-first advisors
Sherpas is a wealth-tech platform that uses AI to seamlessly extract data, provide advice, and increase investor engagement in a single solution
Sherpas is a wealth-tech platform that uses AI to seamlessly extract data, provide advice, and increase investor engagement in a single solution
Data
Data
Data
Data
Data
Data
Extract data straight from financial documents. Our AI engine eliminates the time associated with data entry
Extract data straight from financial documents. Our AI engine eliminates the time associated with data entry
Extract data straight from financial documents. Our AI engine eliminates the time associated with data entry
Advice
Advice
Advice
Advice
Advice
Advice
Analyze each investor in seconds. Sherpas recommends personalized solutions that you can customize
Analyze each investor in seconds. Sherpas recommends personalized solutions that you can customize
Analyze each investor in seconds. Sherpas recommends personalized solutions that you can customize
Engagement
Engagement
Engagement
Engagement
Engagement
Engagement
Create content that is relevant to each investor based on their needs, interests, and financial health
Create content that is relevant to each investor based on their needs, interests, and financial health
Create content that is relevant to each investor based on their needs, interests, and financial health
How does it work?
How does it work?
How does it work?
How does it work?
How does it work?
Make data extraction a breeze
Make data extraction a breeze
Automatically extract data from from client statements or connected accounts
Automatically extract data from from client statements or connected accounts
Financial Planning, straight from data
Financial Planning, straight from data
Let our Financial AI generate the first draft of your financial plan diagnostics, ready for your adjustments
Let our Financial AI generate the first draft of your financial plan diagnostics, ready for your adjustments
Ready to accelerate your growth with Sherpas?
Ready to accelerate your growth with Sherpas?
Contact us to see a demo of our platform.
Contact us to see a demo of our platform.
Ready to accelerate your
practice growth with Sherpas?
