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.
Demo workspace with made-up names and numbers. Your real one opens with Sign in. 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 who has gone quiet.
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 has completely transformed how we execute our day-to-day operations. Instead of losing valuable hours to the administrative friction and scattered systems that so often plague our industry, SyncGrid provides a unified, compliant architecture that protects our focus and daily rhythm. By streamlining our background processes, it has given me the capacity to focus entirely on what truly matters: delivering dedicated, plain-language education to protect our clients’ assets, and providing deep, structured mentorship to the next generation of financial professionals.”
Elizabeth Barkley
Founder & CEO, Emerald City Financial Solutions
The deal, plainly
Month to month. No lock-in.
Your client book, your notes and your drafts are yours. The monthly rents the AI team that works them. Download it all any day from Settings, and cancel any time.
- Download your client book, notes and drafts 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
Operator
$997
/ month
For the growing firm.
- Everything in Founder, for your whole team
- 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. No refunds.
Questions
Plain answers.
Short answers to what people ask before a walkthrough. Everything here is also on this page.
- What is SyncGrid Advisor?
- SyncGrid Advisor is software that gives an independent advisory practice a team of AI assistants. It watches your book for annual reviews, renewals, RMD season, birthdays, and incoming referrals, drafts the outreach in your voice, and holds every message for your approval. Founder is $497 a month, Operator is $997 a month, month to month.
- Does it give financial advice?
- No. The team drafts relationship communications only, such as review invitations, check-ins, and thank-yous. Recommendations, suitability, and advice remain entirely yours.
- Can it send an email without my approval?
- No. Every outbound message waits in your queue for an explicit yes. This is enforced in the software, not in a policy.
- Can it read my inbox?
- No. It runs on your own Google account with Google-verified minimal permissions. It sends what you approve and manages calendar events. It cannot see your mail or files.
- Do I need Gmail?
- A Google account, yes. Your AI team sends what you approve and manages your calendar from your own Google account, Gmail or Google Workspace, with Google-verified minimal permissions. You can sign in with any email address, but the email and calendar work runs through Google. If your business email lives somewhere else, such as Microsoft 365 or a web host's mailbox, SyncGrid is not a fit for you today.
- What does a typical day look like?
- A morning briefing on who needs you today and why. A five-minute approval pass over the invites, reminders, and check-ins drafted overnight. Referral thank-yous drafted the moment a referral lands. An evening recap of what the team touched, with receipts.
- Who owns the data, and what happens if I leave?
- You do. Plans are month to month with no lock-in. Download your client book, notes, and drafts any day from Settings, as one file or a contacts CSV.
“I spent twenty-one 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