Christine AIGet Started
Legal & Finance

AI Secretary for Financial Advisors

Christine handles your compliance docs, client follow-ups, and expense tracking right from iMessage. Stop losing billable hours to admin work and make sure every client interaction is recorded for SEC audits.

$7,200/month lost to admin at $150/hr
Start for $49/mo7-day money-back guarantee
Works via iMessage3 min setupNo tech skills needed
The Admin Tax

What Financial Advisors lose to admin every week

01
After a 90-minute annual review with the Petersons about their retirement timeline

Meeting notes too complex for scribbles

The Petersons want to retire in 2031, move $80K from bonds to index funds, max out their 401(k), and add a 529. Your legal pad has half of it.

40 minutes per client meeting reconstructing detailed action items
02
Realizing you haven't contacted 8 clients since their Q3 reviews

Client touchpoints falling through cracks

Mrs. Yamamoto asked about tax-loss harvesting in September. You promised a November follow-up. It's March, she left a voicemail, and you never reached out.

3-5 clients per quarter feel neglected, risking $15K+ in annual revenue per lost client

03
After paying $275 for a CFP continuing education course

CE and licensing expense tracking scattered

Between the $275 CFP course, $150 E&O insurance, and $89 compliance software, your deductible expenses are on three cards and two email receipts.

$500+ in unclaimed professional deductions per year

04
Monday morning before the compliance audit next week

Client communication documentation gaps

SEC requires records of all material communications. You verbally recommended the Chens reduce concentrated stock last month but never documented it.

6 hours per quarter retroactively documenting client interactions for compliance
What Christine handles

Admin on autopilot, via iMessage

Instant Meeting Action Items

Dictate complex portfolio changes right after client meetings. Christine transcribes them and formats them into clear tasks.

You text Christine

“Voice note: 'Peterson review—move $80K bond to index, max 401k, open 529 for Lily.'”

Draft Client Follow-Ups

Generate personalized emails summarizing investment strategies or market updates based on your brief voice instructions.

You text Christine

“Draft email to Mrs. Yamamoto on tax-loss harvesting options we discussed in September.”

Track Deductible Expenses

Snap photos of CE courses, E&O insurance, and software subscriptions. Christine logs them to Sheets for tax time.

You text Christine

“Photo of $275 CFP course receipt categorized as professional development.”

Never Miss a Touchpoint

Set automated reminders for quarterly reviews, birthday notes, or specific investment follow-ups so no client feels ignored.

You text Christine

“Remind me to check Yamamoto tax strategy in Nov and send Chens a birthday note May 12.”

Compliance Meeting Summaries

Create formal documentation of verbal advice for SEC audits, making sure every recommendation is timestamped and recorded.

You text Christine

“Create summary for Chen consult: recommended reducing AAPL by 30%, client agreed.”

Schedule Review Blocks

Book multiple client reviews across specific dates without back-and-forth emails, protecting your deep work time.

You text Christine

“Schedule Q2 reviews for Peterson, Yamamoto, Chen—30 mins each, mornings only, April 7-18.”

Christine vs Financial advisor CRM

$49/mo. Financial advisor CRM costs $100-300/month.

Task
Without Christine
With Christine
Post-Meeting Notes
Spend 40 mins decoding handwriting and typing up action items manually
Voice note ends, formatted summary and tasks ready in 2 minutes
Client Retention
Rely on memory; miss follow-ups like Mrs. Yamamoto's tax query
Automated reminders ensure every promised touchpoint happens on time
Expense Tracking
Shoebox of receipts; miss $500+ in CE and software deductions
Photo receipts instantly logged to Google Sheets for CPA handoff
Compliance Audit
Panic recreating verbal advice logs 6 hours before audit deadline
Searchable document history of every client recommendation instantly
Weekly Admin Load
12 hours/week on data entry, scheduling, and note reconstruction
Under 2 hours/week reviewing Christine's drafted outputs
Monthly Cost
$150-$300 for clunky CRM plus hidden cost of lost billable hours
$49 flat rate for a dedicated AI secretary in iMessage
Start for $49/mo

Cancel anytime. No contracts.

“I used to spend Sunday nights typing up notes from Friday's client meetings. Now I just voice-note into iMessage while driving home. Christine had the Chen family portfolio adjustment summary drafted before I parked my car.”

Marcus Thorne

Independent RIA, Denver CO

Reclaimed 10 billable hours/week; recovered $1,500 in missed tax deductions
Free Tools

Free tools for Financial Advisors

Calculators and templates built for your profession. No signup required.

Admin Cost Calculator

Find out how much admin work is really costing your business each year and see your ROI with Christine.

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Time Savings Calculator

Select which admin tasks you do manually and see exactly how much time Christine can save you each week.

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Client Onboarding Checklist

Interactive checklist for onboarding new clients, with profession-specific steps and automation tips.

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Response Time Calculator

Calculate how much revenue slow client responses are costing your business each year.

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Client Capacity Calculator

Find out how many more clients you could handle if your admin was automated.

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Meeting Notes Template

Pre-filled meeting notes template with profession-specific sections. Copy and use instantly.

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FAQ

Questions from Financial Advisors

Financial Advisors — Try Christine

Stop drowning in admin.
Start at $49/mo.

Christine lives in iMessage. Text her your tasks, she handles the rest. 12 hours of admin work per week becomes minutes.

Get started7-day money-back guarantee
No VA to manageNo software to learnJust text Christine