AI intake for financial advisors
Porto learns what the visitor is planning for, their life stage and roughly what they want to invest, so your advisors meet people who fit their practice.
Northgate Financial Planning
AI assistant
Hi, I’m the AI assistant for Northgate Financial Planning. I can’t give financial advice, but I can connect you with the right advisor. What are you planning for?
Retirement in about five years. My wife and I are both 59 and have savings spread across a few old 401(k)s.
Age and timeline already covered
So it asks about assets
Thank you. Roughly what do those accounts add up to, and are you working with an advisor now?
What Porto does for financial advisors
Porto replaces the consultation request form on a financial advisor’s website with a short AI conversation. It learns the visitor’s goals, life stage, approximate assets and whether they already work with an advisor, never giving financial advice, and sends your advisor a brief before the introductory meeting.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Goals
Retirement, college, a business sale or an inheritance
Life stage
Age, family and when the goal arrives
Assets
A range, to match the advisor and service
Current advisor
Whether they are switching or starting fresh
Preferences
Meeting in person or online, and how often
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Hendricks household
86
Strong fit
Goal
Retirement in about five years
Household
Married couple, both 59
Assets
Around $900,000 across old 401(k) accounts
Advisor
None currently, first time planning
Questions from financial advisors
Does Porto give investment advice?
No. It never gives financial advice and leaves every recommendation to your advisors.
Can it screen for account minimums?
Yes. You set the minimum, and Porto lets smaller inquiries know kindly and can point them elsewhere.
Can it schedule the first meeting?
Yes. When you connect a calendar, Porto offers call times. Otherwise the brief goes to your team.
See Porto set up for financial advisors
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo