For registered investment advisors

Keep every household relationship in context.

Intellebox connects meetings, firm knowledge, live signals, and relationship context so advisors can review prepared work before the client moment.

A connected advisor week

The relationship does not reset between meetings.

Each step carries forward the context and open work an advisor needs to review.

Relationship in focus

Bennett household

Illustrative record · Planning review on Thursday

Monday
Aiden prepares the week
Calendar context and open work become a brief for advisor review.
01
Before the meeting
History arrives together
Relevant conversations, documents, and tasks stay attached to the household.
02
When the market moves
The relationship comes into focus
A live signal can surface where a change may matter now.
03
After the conversation
Follow-through stays visible
A recap, action items, and next steps remain ready for review.
04

Inside the product

Each capability shown here maps to a current Intellebox product workflow.

01
Meeting workflow
Before, during, and after
Aiden works from calendar context, meeting audio, transcripts, and in-meeting chat to prepare briefs, recaps, tasks, and follow-ups.
02
Firm knowledge
Sources keep their status
Knowledge documents move through processing and verification states, with retrieval and citations preserving source context.
03
Client coordination
Answers can lead to a person
Ava can answer from verified firm knowledge, support advisor discovery, and help coordinate appointment scheduling.

03 · Supported scope

The verified scope is relationship and workflow support. Preparation does not become autonomous advice, and no business outcome is promised.

Questions, answered plainly

What does Intellebox do for an RIA?: It connects household context, meetings, firm knowledge, and signals so briefs, drafts, tasks, and follow-ups can be prepared for advisor review.
How does Aiden support meetings?: Aiden uses calendars, audio, transcripts, and in-meeting chat to prepare briefs, recaps, action items, tasks, and follow-ups. Aiden does not analyze video or screens.
How can Ava support client engagement?: Ava can answer from verified firm knowledge, help with advisor discovery, and support appointment scheduling.
How does prepared communication stay grounded?: Knowledge documents carry verification states, source context, and citations, while client-facing work remains subject to human review.

Bring one household workflow

Start with one client moment your team wants to prepare for more consistently.