Tools for the engaged advisor

Stay on task with every client interaction.

Transcription, summaries, a client-aware chatbot, natural-language reports, scheduling, and an inbound voice agent — all working across your client communications and CRM, so your firm keeps the full picture.

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Features

One connected record for every client.

OnTaskAdvisor unifies every client communication (emails, calls, texts, meetings, and notes) into one client record, kept current with a two-way CRM sync. Transcription, summaries, and automatic event and task extraction turn those conversations into structured history that powers a client-context chat agent and natural-language report builder. Plus multi-calendar multi-directional sync supporting scheduling with a client self-booking page, and an inbound voice agent that answers calls, handles intake, and books appointments/callbacks.

01 · Transcription

Calls, In-Person Meetings, and Meeting Apps all Transcribed!

Capture transcriptions from any meeting platform, your phone, or in-person conversations. Review the thread later with speaker-aware notes so nothing important is lost. Tasks and Life events captured to stay on track and informed.

OnTaskAdvisor

Client review

June 4, 2026 · 10:01 AM

The Smiths

Summary

Quick check-in with the Smiths. They shared they’re expecting a baby girl this November. You congratulated them and suggested opening a 529 college savings plan now — the earlier it’s funded, the more time it has to compound. You’ll send 529 options before the next meeting.

Transcript

Client· 00:12

Actually, we’ve got some big news. We’re expecting a daughter, due in November.

Advisor· 00:19

Congratulations, that’s wonderful! This is a perfect time to open a 529 for her. The sooner we start, the more room it has to grow.

Client· 00:34

I love that. Let’s set it up.

00:0003:12

advisorclient

Extracted Events (1)

The Smiths

529 PlanNew

Client is expecting a new daughter (due November). Advisor recommended opening a 529 college savings plan now to maximize compounding.

Summary, transcript, and the 529 it caught (simplified for demonstration)

02 · Report builder

Build and Save Reports against ALL of your data!

Generate Reports using natural language! Add Charts! Capture as PDFs. Query against data extracted from all of your communications and CRM

Reports

Saved for your practice

03 · AI chat

Ask across all of your data!

Ask anything about a client and get answers grounded in their data and communications, with sources you can check before you act.

04 · Voice agent

A voice agent on your main line

Intake, Scheduling, and Callback Booking! Your Professional Assistant steps in when you can't!

CRM sync

Everything stays connected to the practice system of record.

Transcription, scheduling, and the voice agent write results back to your CRM as notes and activities, while AI chat and reports read across all of it — so staff and advisors share one current picture of the client.

About

Built for RIAs, advisory firms, and the staff behind them.

OnTaskAdvisor AI™ builds practical AI and automation for financial advisors — and for the RIAs, firms, and teams who keep those practices running. The goal is less busywork, not another dashboard to check.

Meetings, CRM records, and day-to-day communications often live in separate places. Context gets lost, follow-ups slip, and advisors spend time reconstructing what they already covered. OnTaskAdvisor keeps everything connected to your CRM — one current picture of every client for the whole team — so your practice stays on task.

Contact

Ready to talk about your practice?

Tell us how your team handles meetings, CRM work, and client follow-up today. We'll show you where OnTaskAdvisor fits.

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