SyncGrid Advisor · Built for Independent Financial Advisors
Your clients trust you. Your follow-up shouldn't depend on your memory.
SyncGrid Advisor gives your practice an AI back-office team: it watches your pipeline, drafts the follow-ups and check-ins you'd write if you had the time — in your voice — and holds everything for your approval. You stay the advisor. It keeps you unforgettable.
30 minutes, your screen or mine. No pitch deck — the live product.
You've built a practice on relationships.
Relationships are exactly what slips when you're busy.
The review meeting that never got scheduled
Annual reviews, policy renewals, RMD season — every one is revenue and retention, and every one depends on you remembering to reach out.
Referrals that go quiet
A client sends you their brother-in-law. Two weeks of busy later, the warmest lead you'll get all quarter has gone cold — and asking again is awkward.
You are the practice
The advice, the follow-up, the notes, the scheduling, the content — all of it routes through your memory. Growth means becoming a worse bottleneck.
AI that compliance would never 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.
How it works — while you sleep, before you approve
Overnight, the team works
It reviews your pipeline, finds the clients and prospects going quiet, and drafts the outreach each one deserves — in your voice, grounded in your notes.
Morning: you decide
Over coffee, you read each draft and approve, edit, or reject. Two minutes. Nothing — nothing — goes out without you.
Clients feel remembered
The review gets scheduled. The referral gets answered same-week. The relationship compounds — because staying in touch stopped depending on your calendar.
Built for a regulated business
- Nothing sends without your approval.Every email the team drafts waits for your explicit yes. That's not a setting — it's the architecture.
- SyncGrid Advisor cannot read your inbox.Its Google permissions are deliberately minimal — send-only email, calendar, and only files it creates. Verified by Google's own review, July 2026.
- Every AI-written fact carries a citation.The system records where each piece of its knowledge came from and how confident it is — so you can always answer "why did it say that?"
"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… 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
What your practice gets
$397/month
Month-to-month. No lock-in. Your data is yours.
Schedule a walkthroughTalk to the founder, see the live product, decide with your own eyes.