The client reassurance desk
Know who needs
a conversation.
Be ready for it.
White-label client check-ins for independent advisory firms. We turn expressed concerns into prioritized briefings and outreach drafts—your advisors lead the conversation.
Managed by people. Delivered under your brand.
Our role / Your relationship
Less coordination. More human connection.
Our commitments.
From the first check-in.
Your brand, not ours.Firm-approved client communications.
Responses, not assumptions.Priority based on what clients tell you.
Advisors stay in control.Human review. No autonomous advice.
01 / The service
A clear signal.
A practical next step.
An extra coordination layer for firms with established relationships and limited internal capacity. Not another platform for your team to manage.
A clear division of responsibility
We organize, prepare and quality-check. Your firm approves communications, provides advice and follows through with clients.
No portfolio recommendations, trading, account access or fund transfers.
Listen under your brand
Short, firm-approved questionnaires capture concerns, upcoming decisions and requests for contact. We handle setup and distribution.
Make attention actionable
Explicit responses become a prioritized contact list, concise advisor briefings and suggested discussion topics. AI-assisted summaries and drafts receive human review.
Prepare the human follow-up
Personalized message drafts give advisors a starting point. Your team reviews and approves every communication, then delivers the advice.
Keep the loop open
Track outreach, meetings and unresolved requests. A monthly report covers participation, response times, completed conversations and advisor feedback.
02 / Start small. Learn together.
Prove the workflow.
Then make it recurring.
Start with a six-week, limited-cohort paid pilot. We agree on a client cap, delivery cadence and internal owner before work begins.
Consent, data minimization, access controls, retention rules and appropriate legal review must be established before collecting sensitive information.
Paid pilot
Fixed scope. Agreed fee.
Branded check-ins, briefings, draft outreach and a results review. The fee is set together against a tightly defined scope.
Scope your pilotProposed ongoing subscription
$1,000–$2,000 / month per firm
Pricing to test—not a confirmed rate. Final pricing, volume and delivery limits follow pilot workload. An onboarding fee may apply where setup requires meaningful additional work.
03 / Let’s talk
Give client concerns
somewhere to go.
Tell us how your firm handles check-ins today. We’ll walk through a sample briefing using fictional client information and explore a manageable pilot.