6 Pillars of Modern Advice

Zero-Entry Capture

Seamlessly syncs with Outlook and Google. Every client email and calendar appointment is captured, categorized, and filed automatically.

Voice-Enabled

Dictate meeting notes, search for files, or update client records using natural language. The first CRM that listens as well as it records.

AI Strategic Engine

Turn data into advice. Our AI analyzes portfolios and interactions to generate strategic talking points for your next client review.

Unified Knowledge Workspace

Stop tab-switching. Access custodian data, planning software, and internal documents in one searchable, intelligent command center.

Intelligent Daily Agenda

Start every morning with clarity. Your priority schedule is automatically curated based on client urgency, compliance deadlines, and opportunity value.

Intelligent Interaction

BizMyte records client interactions and provides a clear script and summary after each meeting, automatically sent to your email with an action plan and follow-up meeting invite.