Client memory, and everything built from it.

Organic growth

Grow from the book you already have.

A memory of every client household, joined to outside signal on prospects, surfaces the people with the warmest route into your firm. Organic growth is the measure that matters most for an RIA. The firm grows when its clients do.

Sourced memory. Each fact carries the client’s own words, where they said it, a match score and who confirmed it.

Six kinds of fact beyond the balances: goals, values, family, risk, preferences and life context.

A relationship graph across the book — households, family members and the ties between them.

Network signal. Import your team’s connections, match them to the book and rank prospects by the strength of the route in.

Seven signals outside the book
Liquidity event Company sale Acquisition Job move Real estate Private-equity fund Stock performance
Illustration · A synthetic household and its routes in Relationship graph. Inside the book: James and his daughter Eliana, both clients. Outside it: Tomás Ibarra, reached through a board seat he shares with James; Helen Marsh, Eliana’s mother-in-law; and a larger name with no route in. Your book Outside it James client Eliana client, daughter Board seat public filing Tomás Ibarra sold company, Aug Helen Marsh Eliana’s mother-in-law Rich-list name no route in
Rank Prospect Est. assets Route in
1 Helen Marsh Eliana is a client $15M Direct
2 Tomás Ibarra Company sale in August, through James $8M One introduction
3 Rich-list name Larger, with nobody in common $60M No route
Ranked the way the product ranks: a $15M prospect whose family is a client outranks a $60M stranger with no route in.
Client memory

A person, not a portfolio.

Open a household and meet the family before the balances, and trace any move to the note it stands on.

The ledger: systems, your hand, and Thursday’s moves, side by side.

Family members are people in client memory, with their own history and channels.

Hover a move to see it find its sources.

Illustration · Rodriguez · $4.2M · Thursday 2:00 pm
From your note · 12 FebDe-risking opens on the overlay — his stated worry.
From your note · 3 MarEliana’s cover comes first, then Sofia’s yes.
SourcesYour 12 Feb note · Schwab drift record (today)
SourcesYour 3 Mar note · CRM policy status
James · Engaged — Sofia · Engaged
Artifact creation

Advice you can hand across a table.

Briefs, letters, stories and narrated video, where your firm has video turned on. Every scene cites its source, and you review it before it goes anywhere.

Briefings assemble each day for the meetings in the week ahead: three moves, hallway-readable.

Stories draft in your firm’s voice, then queue for review.

Nothing reaches a client until it is approved.

Press play. The citation changes with the scene.

Brief · TodayIllustration
“De-risking opens on the overlay — his stated worry.”
Three moves · Hallway-readable · Every fact cites
Illustration · Narrated video3:40
Scene 1 of 3 · Three weeks after the startup sold
This scene cites: Schwab records · 2016
Approved — M. Osei, CCO · v3 · Immutable
A client email in a firm's own brand, leading with what the client asked, with a chart and a table of balances.
Email · Synthetic household · The firm’s brand, not ours
A one-page client report in a firm's own brand, with a chart, an account table with sources, and the client's own words.
Report · Synthetic household · Every figure sourced
The askable memory

Twenty years of advice, searchable in a sentence.

Ask in plain language. The answer arrives assembled — with its sources attached, and honest about its edges.

Ask across the whole book, or inside one household’s memory.

Every fact in an answer carries its source.

“Nobody has asked him — that question is yours” is client memory knowing its edges.

Click the question.

The answer arrives here, with its sources.

Assembled from 3 of your notes + 1 transcriptTwo households. David Chen is the live one — his startup opened a tender window this morning; you flagged concentration when he first mentioned the liquidity event.
Transcript · 3 Jul — unconfirmedMiguel Delgado mentioned an old landscaping business in his intake call — “mostly wound down, keeps the truck.”
What client memory cannot answerWhether David wants to sell into the tender. Nobody has asked him. That question is yours.
Your note · Sep 2024Transcript · Jul 2026
Enterprise grade

Persistent memory. Archive and reporting. Compliance, built in.

Persistent memory

Client memory stays with the firm. When an advisor leaves, the next one opens the same household history, open commitments, and the source of every fact.

Archive and reporting

An archive of every approved artifact, and reporting on intervention outcomes: flags actioned, risk trajectories, retained households.

Compliance, built in

Every approved client artifact carries a disclosure block and a named approval, and each approved version is archived write-once for six years. A rejection requires a written note.

Every view reads the same client memory. It is only as good as what you put in it.

Unstructured signal in, agents out, and you approve.

See how it works