AI Chatbot for Wealth Managers
Explain your investment philosophy, account minimums, and fee schedule - and book discovery calls only with prospects who meet your criteria.
♾️ Lifetime License available
Discovery calls below minimum waste partner time
Sample conversation
A typical Wealth Managers conversation
Comparison
Generic chatbot vs SleekAI for Wealth Managers
Generic chatbot
- Doesn't know your minimums or fee tiers
- Recommends specific investments or strategies
- Misses concentrated-position and equity-comp nuances
- Skips fiduciary disclosures
- Books partner calls with prospects below minimum
SleekAI chatbot
- Quotes minimums and fees from your service pages
- Frames everything as general information, not advice
- Captures asset level, sources, and goals before the call
- Surfaces ADV and Form CRS automatically
- Routes equity-comp, business-owner, and trust cases to specialists
Features
What SleekAI gives you for Wealth Managers
Fiduciary-aware framing
System prompts ensure SleekAI shares philosophy and process while deferring specific recommendations to your CFP.
Minimum screening
Captures investable assets and source-of-wealth before booking - partner calls only happen above your threshold.
Specialty routing
Equity comp, concentrated stock, business sales, and trust accounts each route to the right specialist.
Use cases
Where Wealth Managers use this chatbot
HNW screening
Capture investable assets, household structure, and planning needs before partner discovery calls.
Disclosure surfacing
ADV Part 2A, ADV Part 2B, and Form CRS appear automatically when prospects ask about fees or conflicts.
Discovery booking
Hand off qualified leads to your scheduling tool with full conversation context for the partner.
Questions
Common questions about SleekAI for Wealth Managers
No. SleekAI's system prompt is configured to share philosophy and process while deferring specific recommendations to a licensed CFP at your firm.
Yes. Add ADV Part 2A, ADV Part 2B, and Form CRS as PDFs or pages and SleekAI links them when prospects ask about fees or conflicts.
Yes. As long as your equity-comp service page lives on your site, SleekAI explains your process for ISOs, NSOs, RSUs, and 10b5-1 plans.
Logs live in your WordPress database under your control. Most firms export them to compliance archives on a recurring schedule.
Yes. Multibot lets you run a HNW individual bot on consumer pages and an institutional bot on family-office pages, each with appropriate framing.
Claude Sonnet tends to follow strict 'no recommendation' system prompts most reliably. Bring your own key for whichever provider you prefer.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkout