AdviserGPT | AI-Powered Compliance & Client Acquisition for Investment Managers

Strategic AI-automation for investment managers.

AdviserGPT helps investment managers accelerate responses to RFPs, DDQs, client inquiries, and more with high-quality, compliant responses and talking points. In your firm’s unique voice.

Trusted by leading firms

Trusted by leading firms

Trusted by leading firms

AI that understands your workflow and your firm's tone of voice.

AdviserGPT doesn’t just generate text—it speaks your language. It learns your investment content, firm positioning, and compliance-approved messaging so every narrative response is compliant, on-point, and trustworthy.

AdviserGPT works where you do, and how you do.

No need to switch tools. With seamless Microsoft Word and Excel Add-ins, and Chrome and Edge Plug-ins that are an extension of your Vault, AdviserGPT fits right into your existing workflow—so you can deliver fast, compliant responses while collaborating in standard tools such as Microsoft 365.

Investment Management's first Trust Score

Your team asks. AdviserGPT answers. No special training needed.

Your team asks. AdviserGPT answers. No special training needed.

Compliance's best friend, ensuring compliance is always there to provide input, no matter the response. Each Trust Score evaluates how close a response is to your firm's compliance-approved language.

Built for investment professionals, not engineers. Your team gets precise, context-aware answers instantly—without the need to learn how to “talk to AI.” Just ask, and AdviserGPT gets to work.

Your team asks. AdviserGPT answers. No special training needed.

Your team asks. AdviserGPT answers. No special training needed.

Your team asks. AdviserGPT answers. No special training needed.

Built for investment professionals, not engineers. Your team gets precise, context aware answers and talking points instantly—without the need to learn how to “talk to AI.” No more "Control F" across many open tabs, and no more uploading, downloading, and reformatting documents.

Built for investment professionals, not engineers. Your team gets precise, context-aware answers instantly—without the need to learn how to “talk to AI.” Just ask, and AdviserGPT gets to work.

See for yourself how we stack up against the other guys.

AdviserGPT

93%

AdviserGPT’s responses and talking points align with approved firm language 93% of the time—nearly double the accuracy of general-purpose tools. That means faster reviews, tighter compliance, and fewer rewrites.

General Purpose RFP Tools

50%

Generic RFP tools can quickly get overloaded with stale content without a full-time librarian on staff. They always miss the mark on data-heavy DDQs. And you have to work in their app no matter the format of the RFP, turning you into a formatting wonk.

Strategic AI built for how your team works.

Works across all your docs

RFPs, DDQs, 15(c)s, ad hoc inquiries – AdviserGPT bulk answers them all with your ‘prior art’ and without having to “put Humpty Dumpty back together” (reformatting) when complete.

Automates DDQ updates

No more manual updating data elements field by field – we automatically ingest your quarterly numbers from your most common data platforms, and apply updates to your latest DDQs. It’s too good to be true.

Generate frequent insights

Whether you’re writing market recaps, quarterly commentary, or client talking points – we make it easy to defeat a blank sheet of paper with your content, and your narrative and tone of voice always in mind.

Up and running in 1 day

AdviserGPT doesn’t require complex onboarding and training. Upload your materials and go – it’s ready for use as long as your team knows Word and Excel.

The right integrations

Why move files around manually; stop the copy/paste madness. We integrate with your most common data sets from the platforms you use most often.

Your data is secure

Run in our public cloud or your private cloud. Row-level encryption and segregated data tenants ensures your data stays your data.

Firms like yours say AdviserGPT made the difference

"It can be 50%+ complete before I start working on it."

"It can be 50%+ complete before I start working on it."

"It can be 50%+ complete before I start working on it."

“AdviserGPT enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 50%+ complete before I start working on it."

— Managing Director, Client Service & Analytics, Logal Capital

"I've been using far more of AdviserGPT than my prior tools."

"I've been using far more of AdviserGPT than my prior tools."

"I've been using far more of AdviserGPT than my prior tools."

"I've been using far more of AdviserGPT than my prior tools. It's been a huge time saver for us the past nine months from RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."

— Partner/Senior Director, Marketing, Consultant Relations and Client Service, Cornerstone Investment Partners

You probably have questions. Great.

You probably have questions. Great.

What is AdviserGPT?

AdviserGPT is an advanced AI assistant built for investment managers. It streamlines RFPs, DDQs, and client inquiries with intelligent automation while ensuring compliance and preserving your firm's distinct voice and expertise.

What is AdviserGPT?

AdviserGPT is an advanced AI assistant built for investment managers. It streamlines RFPs, DDQs, and client inquiries with intelligent automation while ensuring compliance and preserving your firm's distinct voice and expertise.

What is AdviserGPT?

AdviserGPT is an advanced AI assistant built for investment managers. It streamlines RFPs, DDQs, and client inquiries with intelligent automation while ensuring compliance and preserving your firm's distinct voice and expertise.

How does AdviserGPT use Large Language Models (LLMs) and which ones do you use?

AdviserGPT leverages advanced Large Language Models to search, analyze, and generate responses that align with your firm's tone of voice and narrative. Our system may draw from a strategic combination of enterprise-grade LLMs from industry leaders like OpenAI, Anthropic, and Google, along with specialized financial services-focused models when helpful.

How does AdviserGPT use Large Language Models (LLMs) and which ones do you use?

AdviserGPT leverages advanced Large Language Models to search, analyze, and generate responses that align with your firm's tone of voice and narrative. Our system may draw from a strategic combination of enterprise-grade LLMs from industry leaders like OpenAI, Anthropic, and Google, along with specialized financial services-focused models when helpful.

How does AdviserGPT use Large Language Models (LLMs) and which ones do you use?

AdviserGPT leverages advanced Large Language Models to search, analyze, and generate responses that align with your firm's tone of voice and narrative. Our system may draw from a strategic combination of enterprise-grade LLMs from industry leaders like OpenAI, Anthropic, and Google, along with specialized financial services-focused models when helpful.

Will our data be used to train your LLM(s)?

Absolutely not. We maintain strict data privacy standards - your content is used exclusively to serve your needs and will never be used to train our or any third-party LLMs. This commitment is backed by our contractual agreements with all data subprocessors.

Will our data be used to train your LLM(s)?

Absolutely not. We maintain strict data privacy standards - your content is used exclusively to serve your needs and will never be used to train our or any third-party LLMs. This commitment is backed by our contractual agreements with all data subprocessors.

Will our data be used to train your LLM(s)?

Absolutely not. We maintain strict data privacy standards - your content is used exclusively to serve your needs and will never be used to train our or any third-party LLMs. This commitment is backed by our contractual agreements with all data subprocessors.

How does AdviserGPT secure customer data?

We implement enterprise-grade security measures and do not process any PII (Personally Identifiable Information). Our system is designed to work exclusively with your business content, ensuring both optimal performance and maximum security. We maintain strict data isolation and encryption protocols throughout our infrastructure.

How does AdviserGPT secure customer data?

We implement enterprise-grade security measures and do not process any PII (Personally Identifiable Information). Our system is designed to work exclusively with your business content, ensuring both optimal performance and maximum security. We maintain strict data isolation and encryption protocols throughout our infrastructure.

How does AdviserGPT secure customer data?

We implement enterprise-grade security measures and do not process any PII (Personally Identifiable Information). Our system is designed to work exclusively with your business content, ensuring both optimal performance and maximum security. We maintain strict data isolation and encryption protocols throughout our infrastructure.

How long does it take to onboard?

Our streamlined onboarding process is a key differentiator. Most clients are up and running within 24 hours. Our automated content ingestion and learning systems quickly understand your firm's unique characteristics, allowing you to start leveraging AdviserGPT's capabilities almost immediately.

How long does it take to onboard?

Our streamlined onboarding process is a key differentiator. Most clients are up and running within 24 hours. Our automated content ingestion and learning systems quickly understand your firm's unique characteristics, allowing you to start leveraging AdviserGPT's capabilities almost immediately.

How long does it take to onboard?

Our streamlined onboarding process is a key differentiator. Most clients are up and running within 24 hours. Our automated content ingestion and learning systems quickly understand your firm's unique characteristics, allowing you to start leveraging AdviserGPT's capabilities almost immediately.

What kind of questionnaires can you handle?

AdviserGPT processes a wide range of financial services questionnaires including RFPs, DDQs, ESG questionnaires, security questionnaires, client inquiries, and custom information requests. We support all common file formats (PDF, DOCX, XLS, etc.) and can handle both structured and unstructured content.

What kind of questionnaires can you handle?

AdviserGPT processes a wide range of financial services questionnaires including RFPs, DDQs, ESG questionnaires, security questionnaires, client inquiries, and custom information requests. We support all common file formats (PDF, DOCX, XLS, etc.) and can handle both structured and unstructured content.

What kind of questionnaires can you handle?

AdviserGPT processes a wide range of financial services questionnaires including RFPs, DDQs, ESG questionnaires, security questionnaires, client inquiries, and custom information requests. We support all common file formats (PDF, DOCX, XLS, etc.) and can handle both structured and unstructured content.

Do you backup our content?

Yes, we maintain secure, encrypted backups of all your content within the Vault. Our backup system ensures business continuity while maintaining the same high security standards as our primary storage. All backups are geographically distributed and regularly tested for integrity.

Do you backup our content?

Yes, we maintain secure, encrypted backups of all your content within the Vault. Our backup system ensures business continuity while maintaining the same high security standards as our primary storage. All backups are geographically distributed and regularly tested for integrity.

Do you backup our content?

Yes, we maintain secure, encrypted backups of all your content within the Vault. Our backup system ensures business continuity while maintaining the same high security standards as our primary storage. All backups are geographically distributed and regularly tested for integrity.

What makes AdviserGPT different from general-purpose AI tools?

AdviserGPT is purpose-built for asset management and financial services sales, marketing, and client service teams. We understand industry terminology, regulatory requirements, and compliance needs. Our specialized focus means we can handle complex financial content, maintain compliance standards, and generate highly accurate, contextually appropriate responses that general-purpose AI tools simply cannot match.

What makes AdviserGPT different from general-purpose AI tools?

AdviserGPT is purpose-built for asset management and financial services sales, marketing, and client service teams. We understand industry terminology, regulatory requirements, and compliance needs. Our specialized focus means we can handle complex financial content, maintain compliance standards, and generate highly accurate, contextually appropriate responses that general-purpose AI tools simply cannot match.

What makes AdviserGPT different from general-purpose AI tools?

AdviserGPT is purpose-built for asset management and financial services sales, marketing, and client service teams. We understand industry terminology, regulatory requirements, and compliance needs. Our specialized focus means we can handle complex financial content, maintain compliance standards, and generate highly accurate, contextually appropriate responses that general-purpose AI tools simply cannot match.

See AdviserGPT in action.

See AdviserGPT in action.

See AdviserGPT in action.

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