You bring the expertise. SAM brings the intelligence.
Trusted by leading financial institutions and wealth firms
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.
SAM tests hundreds of strategies in real time, projecting each strategy against the plan, then ranking them with a cost-benefit algorithm that weighs the client's situation, goals, best practices, risk tolerance, and preferences.
No single advisor can catch every gap, risk, and opportunity across a full book of business. SAM can. Surface insights directly on the advisor dashboard, so your team knows what's on track and what needs attention.
Request a Demo“What they've built is a paradigm shift in the way financial planning is done. It's more targeted, it's more accurate — it's doing more calculations than any human ever.”
Jason Pereira, Senior Partner & Financial Planner, Woodgate Financial Inc.
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.
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.
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.
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.