The adviser's AI operating system
Apex Advisory unifies your tools, automates the admin, and orchestrates the entire client lifecycle — onboarding through suitability — so you can spend time where it actually matters.
AI Meeting Agent
Live session · Vlad Stanev
The adviser problem
CashCalc here. FE Analytics there. Suitability documents in email. Client data re-entered across four systems — and nothing talks to anything else.
Post-meeting documentation takes an hour. Annual review alerts require manual tracking. FCA Consumer Duty demands more evidence, not less work.
The firms serving the most clients aren't the ones with the best tools — they're the ones who figured out how to eliminate the overhead. Until now.
How it works
AI joins your client meeting — face-to-face via mobile, online via web app. Captures everything automatically.
Client facts, goals, risk tolerance, existing holdings — extracted from conversation and pushed into CashCalc and your portfolio tools. No re-entry.
Cashflow projections, fund research, portfolio construction — connected data feeds power accurate plans in real time.
Suitability report generated from the full client record. Compliance checks automated. Annual review triggers scheduled automatically.
Two layers. One platform.
CashCalc, FE Analytics, Command Deck, AdviserAsset — already paid for, already used daily. Apex connects them into one coherent experience. No migration. No retraining. Just better.
Built on top of the foundation, the AI layer orchestrates the end-to-end journey — from pre-meeting brief through annual review. The adviser's job becomes review and approval, not data entry.
What changes
saved per client meeting in post-meeting admin alone
workflow efficiency gain for advisers using unified FE tools
re-entry. Client data entered once, used everywhere.
instead of 4–6. One place to go, one place to maintain.
"The firms serving the most clients aren't the ones with the best tools — they're the ones who eliminated the overhead."
AI that works. Data that flows. Clients who stay.