Terso AI
Industries
Commercial real estateMarketing agenciesInsurance agenciesSales teamsStaffing and recruitingAccounting firmsHome servicesBusiness brokers and M&AExecutive assistantsWealth management and RIAsNursing homes and senior carePrivate equityLaw firmsHealth careManufacturing acquisitionsDistressed and foreclosure real estateCommodity trading and logisticsFranchise and multi-locationCommercial mortgage brokers Another industry
Products
Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.
Free AI audit How we do it Team
Wealth management and RIAs

Advisors spend their hours with clients.

Account opening, review packet assembly, and the filing behind both take the hours a firm wants going to client relationships. We build systems that assemble the paperwork from what the firm already holds, prepare the packet before the meeting, and log every step, so producing the evidence later is a lookup.

See how we do it

Where the advisory hours go.

Onboarding

Opening one account takes a week of forms

Custodian paperwork, the advisory agreement, transfer requests, and the CRM record all carry the same household details. Each one gets keyed separately, by the people the firm hired to serve clients.

Reviews

Every review packet gets assembled by hand

Performance, holdings, and what was agreed last time come out of three systems and go into the firm's own format, for every household, every cycle.

Documents

Statements, K-1s, and fund paperwork arrive all year

They land as PDFs from custodians, sponsors, and clients. Someone reads each one, pulls the figures, and files it before any of it can be used.

Evidence

Producing the record becomes its own project

Books and records obligations mean each step has to be evidenced. When that evidence is spread across email threads and a shared drive, answering an examiner takes weeks of assembly.

What we build around your CRM and your portfolio platform.

Account opening assembled from what you already hold

The household details get read once and fill the custodian forms, the agreement, and the CRM record together, with an advisor approving before anything is signed or sent.

Review packets ready before the meeting

Performance, holdings, and the notes from the last review are pulled into the firm's own packet format on the review schedule, so preparation starts from a finished draft.

A compliance trail by construction

Fixed steps, versioned outputs, and a record of what ran, on which input, and when. When an examiner asks what happened on a household in a given month, the record answers.

The household history stays askable

Prior meetings, agreed positions, and the reasoning behind them stay connected to the household, so whoever picks up the relationship has last year's context in front of them.

Build anything

We build whatever your operation needs.

Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.

Describe it in your words.

Plain language is enough. The more detail in the box, the more specific the reply.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

The systems

What we would run in a wealth management and RIAs operation.

Document Desk

Paperwork in, finished packets out, on deadline, with the trail intact.

This is the first build for a firm like yours: account opening packets, review packets, and the incoming statements and fund documents read once, assembled into your format, and versioned.

Deep Brain

Everything the company knows, held in one private place the whole team can ask in plain language.

Prior meetings, agreed positions, and the reasoning behind them stay connected to the household and answerable in plain language, with the source cited.

Command Center

One screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.

A managing partner sees which accounts are mid-onboarding, which reviews are due, and what is waiting on a signature, without asking the operations team.

Three shapes of firm, three different bottlenecks.

A multi-family office and a planning practice lose their time in different places. Each one gets the build that fits the work.

Independent RIAs

The problem
  • Growth means more households, and more households means more account openings and more review cycles landing on the same operations person.
What we build
  • Account opening assembled from one intake, review packets prepared on the review calendar, and every step logged, so adding households does not have to add operations headcount.

Multi-family offices

The problem
  • Statements, K-1s, and fund documents arrive from many managers on their own schedules, and consolidating them for a family is manual reading.
What we build
  • Incoming documents read once and their figures extracted with a person reviewing, then assembled into the reporting format each family already expects.

Financial planning practices

The problem
  • Most of the work before a planning meeting is gathering, and the gathering runs on reminder emails somebody has to remember to send.
What we build
  • A data-gathering chase that runs on its own, with arrivals matched to the checklist and the planner able to see what is still outstanding on every client.
Get started

Interested in making your wealth management or RIA firm AI-native?

First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.

Send the details

First name, last name, and a work email. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Before you call

Three things you can check on us.

Risk

Seven-day money-back guarantee

Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.

Team

Engineering from Fortune 500 companies

The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.

Proof

We run Terso on the systems we sell

Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.

Where to start

See what this costs you before committing to anything.

Send the details of your wealth management and RIAs operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.

  • A reply within one business day, written by Jake
  • The first build named, with the return it targets
  • No obligation to go further

Send the details

Name, email, and company. Jake reads these himself and replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

Read how we work

Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Accounting firmsCategorization, reconciliation, and the document chase.

Common questions.

Does any of this give investment advice?

No. Recommendations, planning judgment, and what goes into a portfolio stay with the advisor. We build the administrative layer around that work: the paperwork, the packet assembly, the filing, and the record of what ran.

Do we have to change our CRM or our portfolio platform?

No. Those stay the systems of record and we build around them. Whichever CRM the firm runs, Redtail, Wealthbox, or something built in house, the connections get scoped for your firm during the audit, and we name what we will connect once we have seen it.

Our portfolio platform already added its own AI. Why add anything?

Use it where it fits. A platform's tools work inside that platform. What is left over is the work that crosses the custodian, the CRM, the planning software, and the drive, plus your firm's own way of assembling a packet. That is the part we build. If the platform already covers your bottleneck, we will say so on the call.

How do we evidence a step months later?

Every run is logged with its inputs, its outputs, and its version. Producing what happened on a given household on a given date is a lookup.

Put the assembly work behind the advisors.

A free consultation walks through your onboarding and review process and names what to solve first.

Or send the details and we come to you.

Send the details instead

Name, email, and company. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.