Building the next generation of Wealth Management tech
We are rebuilding the wealth management tech stack with Generative AI to automate and provide advice that is more sophisticated, personalized, and scalable, helping advisors transition from asset managers to holistic, multidisciplinary experts
Building the next generation of Wealth Management tech
We are rebuilding the wealth management tech stack with Generative AI to automate and provide advice that is more sophisticated, personalized, and scalable, helping advisors transition from asset managers to holistic, multidisciplinary experts
Building the next generation of Wealth Management tech
We are rebuilding the wealth management tech stack with Generative AI to automate and provide advice that is more sophisticated, personalized, and scalable, helping advisors transition from asset managers to holistic, multidisciplinary experts
Building the next generation of Wealth Management tech
We are rebuilding the wealth management tech stack with Generative AI to automate and provide advice that is more sophisticated, personalized, and scalable, helping advisors transition from asset managers to holistic, multidisciplinary experts
Building the next generation of Wealth Management tech
We are rebuilding the wealth management tech stack with Generative AI to automate and provide advice that is more sophisticated, personalized, and scalable, helping advisors transition from asset managers to holistic, multidisciplinary experts
Holistic Financial Planning has become the key to winning new clients
Holistic Financial Planning has become the key to winning new clients
Today’s investors expect “super advisors” who provide comprehensive financial guidance not just on investments, but also insurance, estate planning, debt management, tax strategies and more…
But advisors are “flipping the order”.
They are not only offering financial planning as a product for existing clients; but, instead, are leading with financial planning analyses for prospects, showcasing their value upfront to win their business.
However, meeting the needs of today’s prospects takes a significant investment of time and capital
5 prospects
to convert 1 client (20-25% conversion rate)
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
5 prospects
to convert 1 client (20-25% conversion rate)
However, meeting the needs of today’s prospects takes a significant investment of time and capital
5 prospects
to convert 1 client (20-25% conversion rate)
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
5 prospects
to convert 1 client (20-25% conversion rate)
However, meeting the needs of today’s prospects takes a significant investment of time and capital
5 prospects
to convert 1 client (20-25% conversion rate)
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
5 prospects
to convert 1 client (20-25% conversion rate)
However, meeting the needs of today’s prospects takes a significant investment of time and capital
5 prospects
to convert 1 client (20-25% conversion rate)
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
$6-10k per client
in total acquisition costs, with $2,500-3,000 of that being the advisor's opportunity cost
20-25h
in screening, meetings, data entry, analysis, follow-ups, proposal generation,…
5 prospects
to convert 1 client (20-25% conversion rate)
Sherpas, is the all-in-one platform that automates 80% of the work it takes to nurture a lead until they convert
Sherpas, is the all-in-one platform that automates 80% of the work it takes to nurture a lead until they convert
1
Easily collect data
AI DATA EXTRACTION
2
Generate diagnostics with AI commentary
Generate diagnostics with AI commentary
FINANCIAL DIAGNOSTICS
3
Create proposals that match their planning needs
PROPOSAL GENERATOR
4
Automate a DRIP CAMPAIGN to nurture your prospects
CONTENT GENERATION
Data
Extract data straight from documents
Extract data straight from documents
Our Smart AI Extraction tool identifies all the relevant information from investment statements and pulls the information in seconds into the Sherpas portfolio analytics tool
Our Smart AI Extraction tool identifies all the relevant information from investment statements and pulls the information in seconds into the Sherpas portfolio analytics tool
Advice & Proposals
A diagnostics straight from data
A diagnostics straight from data
Understand a prospective clients complete financial health in seconds, and receive recommendations and illustrations on where their financial plan can be improved
Understand a prospective clients complete financial health in seconds, and receive recommendations and illustrations on where their financial plan can be improved
Advice & Proposals
Investment proposals
Investment proposals
Use your own investment models to generate a proposal for each prospective client in seconds.
Then adjust the generated commentary to fit your needs
Use your own investment models to generate a proposal for each prospective client in seconds.
Then adjust the generated commentary to fit your needs
Ready to accelerate your growth with Sherpas?
Contact us to see a demo of our platform.
Ready to accelerate your
practice growth with Sherpas?
Ready to accelerate your growth with Sherpas?
Contact us to see a demo of our platform.
Ready to accelerate your
practice growth with Sherpas?
Ready to accelerate your growth with Sherpas?
Contact us to see a demo of our platform.
Ready to accelerate your
practice growth with Sherpas?
Ready to accelerate your growth with Sherpas?
Contact us to see a demo of our platform.
Ready to accelerate your
practice growth with Sherpas?
