Spend time with clients, not paperwork.
Uru captures meeting notes, prepares quarterly reviews, and keeps compliance documentation tight so you can focus on building relationships and growing AUM.
What Financial Advisors Use Uru For
Real workflows that grow your book
Quarterly reviews in 15 minutes per client
Pull Q3 performance from Schwab, compare to benchmarks, analyze asset allocation drift, identify tax-loss harvesting opportunities, and generate 8-page review deck with commentary for all 156 clients.
Meeting notes → CRM in 30 seconds
After retirement planning call with the Johnsons, transcribe discussion, extract 4 action items (update beneficiaries, increase 401k to $23k, review LTC insurance), update Redtail, and schedule 6-month follow-up.
Compliance documentation on autopilot
Auto-archive all client meetings with timestamps, topics discussed, recommendations made, and disclosures provided. Generate audit-ready compliance reports for SEC examinations in 5 minutes.
Client risk alerts before they call you
Get Slack alert when client's portfolio drops 12%, they haven't responded to 3 emails, or they're approaching RMD age. Proactive outreach prevents surprises and builds trust.
Personalized market updates at scale
Every Monday at 7am, send 156 clients personalized market commentary: how last week's Fed decision impacts their portfolio, sector performance relevant to their holdings, and rebalancing recommendations.
Referral tracking that actually works
Track 23 warm referrals from existing clients. Auto-schedule 3 touchpoints over 90 days. Get reminders before each follow-up. Convert 8 referrals to $4.2M in new AUM this quarter.
How Uru Works for Financial Advisors
Connect your tools, automate workflows, and grow your practice
Connect Your Tech Stack
Link your CRM (Wealthbox, Redtail, Salesforce), custodians, calendar, email, and meeting tools. Uru works with your existing systems.
Build AI Assistants
Create specialized AI teammates for meeting notes, review prep, compliance logging, and client communications. They learn your preferences.
Grow Your Book
Handle more clients without sacrificing service quality. Spend your time on high-value activities like planning and relationship building.
Why Financial Advisors Choose Uru
Manage 50% more clients without hiring
Automate admin work to scale your practice and increase AUM
Cut review prep time by 75%
Automated quarterly review generation from portfolio data and market updates
Never fail a compliance audit
Automatic meeting transcription and archiving with compliance flagging
Increase client retention by 30%
Proactive health monitoring and consistent communication keep clients engaged
Reclaim 10+ hours per week
Spend less time on paperwork, more time on planning and business development
Client Portfolio Analytics
Practice growth metrics
Zero audit findings with Uru
Ready to grow your practice?
See how Uru can help you serve more clients without sacrificing service quality