Nothing sends without your approval
Every outbound message waits in your queue for an explicit yes. Enforced in software, not policy.
An AI team for independent financial advisors
Your clients trust you with everything.
Give them a practice that never forgets them.
SyncGrid Advisor is software that gives your practice a team of AI assistants. It watches your book — annual reviews, renewals, RMD season, the referral that came in on a busy Tuesday — and drafts the outreach in your voice, holding every message for your approval. You stay the advisor. It keeps the relationships warm.
Drafts, never advice. Nothing sends without you. It cannot read your inbox.
This quarter · your book
Q4 · 84 households
11
annual reviews due
6
RMDs to schedule
3
referrals, unthanked
Oct 14
The Okafors · annual review
Invite drafted, two time options, in your voice
Oct 21
Ruth Delgado · RMD before year-end
Reminder + scheduling note ready
Today
Thank Tom Reyes · referred his sister
Handwritten-style note drafted · no product mention
Nov 3
Policy renewal · the Lindqvists
Watching — drafts 14 days out
Every line is a relationship communication. Recommendations, suitability, and advice remain yours.
Illustrative — a demo workspace. The real calendar looks like this.
Compliance
AI your compliance officer can actually sign off on.
Most AI tools want to read your inbox and send on their own. In this business that’s not a feature — it’s a liability. This one is built the other way around.
It cannot read your inbox
Google-verified minimal permissions: it sends what you approve and manages calendar events. It cannot see your mail or files.
Drafts, never advice
The team writes relationship communications in your voice. Recommendations, suitability, and advice remain entirely yours.
A day in the practice
You see clients. It sees everything else.
6:00 AM
The briefing
Who needs you today and why — reviews due, birthdays, a client whose tone changed last email.
9:30 AM
Five-minute approvals
Review invites, RMD reminders, and check-ins drafted overnight. You read, tweak one, approve the rest.
2:00 PM
A referral lands
The thank-you to the referrer and the warm hello to the new family are drafted before you’re out of your meeting.
6:00 PM
The recap
What the team touched, what it earned, what it’s watching for tomorrow — with receipts.
Proof
A practice that runs on it.
A real advisor, in her own words. Nothing here is written for her.
Independent advisor · on Advisor
“Operating an independent financial agency in a highly regulated landscape requires absolute precision and unshakeable operational design. SyncGrid provides a unified, compliant architecture that protects our focus and daily rhythm. It has given me the capacity to focus entirely on what truly matters: delivering dedicated, plain-language education to protect our clients’ assets.”
Elizabeth Barkley
Founder & CEO, Emerald City Financial Solutions
The deal, plainly
Own the assets. Rent the team.
Your client book, your content, your pages — yours, always, on your own accounts. The monthly rents the AI team that works them. Leave, and you keep everything they built.
- Every contact, note, and draft exportable any day
- Runs on your own Google account — verified minimal permissions
- Month to month. No lock-in, by design.
Pricing
Simple pricing. No lock-in.
Month-to-month, cancel anytime. Every plan includes two business profiles.
Founder
$497
/ month
For the solo advisor.
- Your full AI team + boardroom
- Overnight drafting + nightly prospecting
- Practice dashboard + compliance layer
- 500 Studio credits/mo
- One person
Most popular
Operator
$997
/ month
For the growing firm.
- Everything in Founder, for your whole team
- AI Ad Manager— your AI builds, launches & optimizes your paid ads (Meta/Google); new leads flow into your pipeline & follow-up
- Your own SMS line for client follow-up
- 1,500 Studio credits/mo
- Add agent seats for your team — $125/mo each
- Priority support + onboarding
Built for teams
Talk to us
For large & multi-office practices.
- Large & multi-office practices
- Custom setup
- Volume seats, pilots & onboarding
Billed monthly · cancel anytime. By subscribing you agree to our Terms, Privacy Policy, and Refund Policy.
“I spent twenty years building businesses and could never crack the follow-up — the leads I met and lost, the relationships that went quiet. I didn’t need another tool. I needed a team. So I built the team I needed — and then I built it for you.”
Joey Jones
Founder, SyncGrid LLC · Texas · runs his own company on Scale