Reta AI is your digital back-office team. We automate the 80% of administrative work that keeps financial advisors from their clients, so you can focus on building relationships that matter.
YTD Return: +12.3% vs Benchmark +10.8%
Email: College funding questions
3 days agoNew tax documents uploaded
1 week agoTransform your practice with AI that handles the busywork while you focus on growth.
Automation that gives you four days back each week
Multiply your client-facing hours with AI support
From hours to minutes with AI-generated briefs
Replace 7-10 tools with one intelligent system
Automated audit trails and regulatory reporting
Annual growth opportunity per advisor
THE SOLUTION
Four specialized AI assistants that handle your administrative burden, letting you focus on what matters.
Automates your entire meeting workflow—from intelligent brief generation to real-time note capture and CRM updates.
Instantly processes client documents, extracting data from statements and tax returns with 99.9% accuracy.
Monitors portfolios and markets 24/7, delivering personalized insights and talking points for each client.
Continuously reviews portfolios against IPSs, maintaining audit trails and generating regulatory documentation.
Join forward-thinking advisors using AI to transform their practice.
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