AI intake for wealth management firms
Porto learns the source and size of a prospect’s wealth, their goals and their current advisors, so your team brings the right people to the discovery meeting.
Ardent Wealth Partners
AI assistant
Hi, I’m Ardent Wealth Partners’ AI assistant. I can’t give financial advice, but I can get you to the right advisor. What prompted you to reach out?
I’m selling my company this spring and expect a significant payout. I want a plan before it closes.
Liquidity event already covered
So it moves on to advisors
Thank you. Are you working with an accountant or attorney on the sale, and should they be part of the conversation?
What Porto does for wealth management firms
Porto replaces the contact form on a wealth management firm’s website with a short AI conversation. It learns the client’s situation, the size and source of their wealth, their goals and who else advises them, never giving financial advice, and sends your advisors a brief before the discovery 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.
Wealth
Approximate assets and where they came from
Events
A business sale, inheritance or stock vesting
Goals
Income, legacy, philanthropy or tax planning
Advisors
Accountants, attorneys and current managers
Family
Who else is involved in decisions
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
Thomas Achebe
88
Strong fit
Event
Business sale closing this spring
Assets
Expected proceeds above $10 million
Advisors
M&A attorney and CPA on the sale
Goal
Income plan and a family trust
Questions from wealth management firms
Will high net worth prospects talk to an AI?
Porto says it is an AI assistant up front and asks only what your advisors need before the first meeting.
Does Porto discuss investments?
No. It never gives financial advice. It answers general questions from your knowledge base and leaves the rest to your team.
Can it route by region or specialty?
Yes. Porto routes each lead to the right advisor based on the answers.
See Porto set up for wealth management firms
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