sherpaswealth.com
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https://sherpaswealth.com/
Submission: On August 31 via api from US — Scanned from DE
Submission: On August 31 via api from US — Scanned from DE
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</form>Text Content
Products Log in Contact Us The easiest way to prospect with financial planning Powered by AI, the Sherpas platform enables financial advisors to quickly assess each investor’s financial health and create tailored recommendations in seconds. The role of the financial advisor has changed Investors expect “super advisors” that can help them not only with investments, but also insurance, estate planning, debt management, tax strategies and more… But personalized advice demands significant time and effort from advisors 10-12h to create a single financial plan 3-5 meetings to deliver that financial plan and align with client 85% of advisors have limited capacity to market and focus on organic growth Introducing Sherpas, the platform built to accelerate growth for planning-first advisors Sherpas is a wealth-tech platform that uses AI to seamlessly extract data, provide advice, and increase investor engagement in a single solution Data Extract data straight from financial documents. Our AI engine eliminates the time associated with data entry Advice Analyze each investor in seconds. Sherpas recommends personalized solutions that you can customize Engagement Create content that is relevant to each investor based on their needs, interests, and financial health How does it work? Make data extraction a breeze Automatically extract data from from client statements or connected accounts Financial Planning, straight from data Let our Financial AI generate the first draft of your financial plan diagnostics, ready for your adjustments Ready to accelerate your growth with Sherpas? Contact us to see a demo of our platform. FIRST NAME LAST NAME COMPANY NAME EMAIL MESSAGE Submit Products AI Data Extraction Conversational AI search Financial Health Diagnostics AI Content generation Resources Security System Status Legal Privacy Policy Terms and Conditions © 2024 Sherpas Wealth, Inc. All Rights Reserved.