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Clients may start a plan on their own, then hit a decision they won't make without guidance. Our hybrid financial advice model closes that gap without wasting time. Clients move from a self-directed plan to an advisor or your call center the moment they need one.
An LLM predicts the next plausible word. SAM computes the right answer — for the right household: the correct tax, cash-flow, and decumulation outcome, computed the same way every time. That's the difference between AI that sounds convincing and AI your firm can stand behind.
SAM isn't generative AI. It's an AI expert system built on codified financial planning best practices, that draws from a deterministic calculation engine: same inputs, same output, every time.
SAM weighs each client's goals, priorities, and risk tolerance to rank the strategies most likely to move a plan forward. Every recommendation is personalized and traces back to the inputs and logic behind it.
SAM does the analysis, so your advisors spend time on the advice — and build the relationship only a human can.
Empower your advisors to deliver the advice only a human can give, exactly when the client is ready to engage.
SAM builds a tailored plan. Lydia helps your advisors deliver it with a human touch. Lydia, a behavioral intelligence agent from Shaping Wealth, brings in-the-moment coaching into the advisor workflow — so every advisor delivers advice with confidence and empathy to inspire better client outcomes.
SAM builds a tailored plan. Lydia helps your advisors deliver it with a human touch. Lydia, a behavioral intelligence agent from Shaping Wealth, brings in-the-moment coaching into the advisor workflow — so every advisor delivers advice with confidence and empathy to inspire better client outcomes.
SAM builds a tailored plan. Lydia helps your advisors deliver it with a human touch. Lydia, a behavioral intelligence agent from Shaping Wealth, brings in-the-moment coaching into the advisor workflow — so every advisor delivers advice with confidence and empathy to inspire better client outcomes.
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
How do I get started?
Our engine supports self-directed, hybrid, and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass market to UHNW, and shift between digital and hybrid engagements without switching tools.
Advisor-led is one of three ways we deliver advice. See how we scale advisor-led advice with Digital and Collaborative solutions.
