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.
Client Management Dashboard
Phase 4: Financial advisor workflow screenshot
What Financial Advisors Use Uru For
Automate administrative work so you can focus on client relationships and portfolio strategy
Meeting summaries → auto-update CRM
Capture client meeting notes and automatically update your CRM (Wealthbox, Redtail, Salesforce). Never manually enter meeting notes again.
Quarterly review packs
Automatically generate client review materials from portfolio data and market updates. Cut prep time from hours to minutes.
Compliance logging
Automatically archive meeting transcripts with compliance flags and required disclosures for audit trails and regulatory requirements.
Prospecting and referral tracking
Track referrals, schedule follow-ups, and manage your pipeline. Never let a warm lead go cold due to missed follow-up.
Client communication automation
Send personalized market updates, birthday messages, and check-ins at scale. Maintain touch points without manual effort.
Portfolio performance reporting
Generate client-ready performance reports with commentary. Pull data from custodians and format automatically.
Client health monitoring
Track client engagement, satisfaction signals, and potential churn risks. Get alerts when clients need attention.
Onboarding workflow automation
Streamline new client onboarding with automated document collection, account setup checklists, and welcome sequences.
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 View
Phase 4: Portfolio dashboard screenshot
Ready to grow your practice?
See how Uru can help you serve more clients without sacrificing service quality