The #1 Rated Wealthtech Platform
The AI-native operating system revolutionizing how financial advisory firms work
Trusted by over 27,000 financial advisors in under two years, ASTROLETICS delivers intelligent automation that handles meeting preparation, real-time note-taking, comprehensive recaps, and seamless CRM synchronization. Our platform has processed hundreds of years worth of client meetings for firms managing trillions in assets under management.
Purpose-built for financial advisory excellence
ASTROLETICS represents a fundamental shift in how financial advisory firms operate. Rather than bolting AI capabilities onto existing workflows, we've built an entirely new operating system designed from the ground up to leverage artificial intelligence at every touchpoint of the advisor-client relationship.
Our platform seamlessly integrates with your existing technology stack while providing a unified command center for all client interactions. From the moment you schedule a meeting to the final CRM update, ASTROLETICS works alongside you, anticipating needs, automating tedious tasks, and ensuring nothing falls through the cracks.
Before every client meeting, ASTROLETICS automatically compiles a comprehensive briefing document tailored to the specific conversation ahead. Our AI analyzes historical client data, recent market movements affecting their portfolio, life events from previous notes, upcoming milestones, and relevant news articles that may impact discussion topics.
During client conversations, ASTROLETICS listens, transcribes, and intelligently categorizes every important detail without requiring any manual input from the advisor. Our advanced natural language processing understands financial terminology, client sentiment, and contextual relevance to capture what matters most.
Within minutes of concluding a meeting, ASTROLETICS generates a professionally formatted recap that summarizes key discussions, documents decisions made, and outlines next steps. These recaps are ready to send to clients and automatically filed for compliance purposes.
Every insight captured during meetings automatically flows to your CRM system without manual data entry. ASTROLETICS maintains perfect synchronization between client conversations and your system of record, ensuring your entire team has access to the latest client intelligence.
Enterprise-grade capabilities designed around your workflow
Advisors using ASTROLETICS report saving an average of 20+ hours per week previously spent on administrative tasks. That's equivalent to gaining an extra day every single week to focus on what matters most: building deeper client relationships and growing your practice.
Seamlessly connect with over 40 industry-leading platforms including Salesforce Financial Services Cloud, Redtail CRM, Wealthbox, Orion, Black Diamond, Tamarac, eMoney, MoneyGuidePro, RightCapital, and Riskalyze. Our API-first architecture ensures your tech stack works in harmony.
Built with financial services security requirements at the core. SOC 2 Type II certified, GDPR compliant, and designed to meet SEC and FINRA recordkeeping requirements. All data is encrypted at rest and in transit with AES-256 encryption and stored in isolated, compliant data centers.
Enable your entire team to work from a single source of truth. Whether you're a solo practitioner or managing a firm with hundreds of advisors, ASTROLETICS scales to meet your needs with role-based permissions, team dashboards, and collaborative workflows that keep everyone aligned.
Generate professional, personalized client communications in seconds. From meeting follow-ups to quarterly reviews, birthday messages to market updates, ASTROLETICS helps you maintain meaningful touchpoints without the time burden. Every communication reflects your voice and brand.
Gain unprecedented visibility into your practice with AI-powered analytics. Understand client engagement patterns, identify at-risk relationships, discover cross-sell opportunities, and track team productivity. Transform raw meeting data into strategic insights that drive growth.
Every firm operates differently. ASTROLETICS adapts to your unique processes with customizable workflows, templates, and automation rules. Define your own meeting types, create custom recap formats, set up automatic triggers, and build the perfect system for your practice.
Never miss a follow-up or forget a commitment. ASTROLETICS automatically tracks every promise made during client meetings and sends intelligent reminders before deadlines approach. Maintain impeccable follow-through that strengthens client trust and loyalty.
From meeting to completed documentation in minutes, not hours
Link ASTROLETICS to your calendar system (Google Calendar, Microsoft Outlook, or Calendly) and we automatically detect upcoming client meetings. Our system pulls relevant client data and begins preparing your briefing materials the moment a meeting is scheduled.
Before your meeting, receive a comprehensive briefing document assembled by our AI. It includes the client's history, recent interactions, portfolio summary, current market conditions affecting their investments, and suggested talking points tailored to their specific situation.
Focus entirely on your client while ASTROLETICS handles documentation in the background. Our AI listens through your preferred meeting platform (Zoom, Microsoft Teams, Google Meet, or in-person with our mobile app) and captures every important detail without interruption.
Within minutes of your meeting's conclusion, receive a polished recap summarizing everything discussed. Review and send to your client with one click, or customize as needed. The recap is automatically formatted for professional communication and compliance requirements.
All meeting notes, action items, and client information automatically sync to your CRM. Tasks are created with proper assignments and due dates. Your entire team has instant access to the latest client intelligence without anyone lifting a finger for data entry.
Real impact for financial advisory firms worldwide
Since launching, ASTROLETICS has become the fastest-growing wealthtech application in history, scaling to over 27,000 financial advisors in under two years. Our platform has processed hundreds of years' worth of client meetings for firms managing trillions in assets under management. These aren't just numbers—they represent transformed practices, recovered time, and strengthened client relationships.
Advisors report spending 90% less time on meeting documentation, freeing up hours each week for higher-value activities like client prospecting, relationship building, and strategic planning. What once took 30-45 minutes per meeting now takes less than 5 minutes of review time.
With automatic action item tracking and intelligent reminders, firms using ASTROLETICS see a 75% improvement in follow-up completion rates. No more dropped balls or forgotten commitments—every promise made to a client is tracked and completed.
Automatic synchronization ensures CRM records are comprehensive, accurate, and up-to-date. Firms report 70% improvement in data completeness, leading to better client insights, more effective marketing, and improved compliance documentation.
Clients notice the difference when their advisor is fully present during meetings and provides timely, detailed follow-up. Firms using ASTROLETICS report an 80% increase in client satisfaction scores, directly correlating with improved retention and referral rates.
Ranked number one in advisor satisfaction across major industry surveys, ASTROLETICS consistently outperforms competitors in ease of use, feature completeness, support quality, and overall value. Our 97% customer retention rate speaks to the transformative impact of our platform.
Achieving 27,000+ advisor adoption in under two years represents the fastest growth trajectory in wealthtech history. This unprecedented adoption validates our approach: building technology that advisors actually want to use because it genuinely makes their work better.
Financial advisory firms managing trillions of dollars in assets under management trust ASTROLETICS to handle their most sensitive client communications. Our enterprise-grade security and compliance features meet the stringent requirements of the largest wealth management organizations.
Connect with your entire technology ecosystem
ASTROLETICS is designed to work with your existing technology stack, not replace it. Our platform integrates natively with over 40 industry-leading applications across CRM, financial planning, portfolio management, and communication categories. Whether you're a solo practitioner with a simple tech stack or an enterprise firm with complex requirements, we connect seamlessly.
Don't see your platform listed? We're constantly adding new integrations based on advisor feedback.
Request an IntegrationBuilt for the stringent requirements of financial services
Security isn't an afterthought at ASTROLETICS—it's foundational to everything we build. Financial advisory firms handle some of the most sensitive personal and financial information imaginable. We've architected our platform from the ground up to protect this data with multiple layers of defense, rigorous compliance frameworks, and transparent practices.
Independently audited and certified to SOC 2 Type II standards, demonstrating our commitment to security, availability, processing integrity, confidentiality, and privacy. Annual third-party audits ensure we maintain the highest security standards.
All data is encrypted at rest and in transit using AES-256 encryption, the same standard used by governments and financial institutions worldwide. Your client data remains secure whether stored in our systems or transmitted between platforms.
Designed to help firms meet SEC and FINRA recordkeeping requirements, GDPR obligations, and state-level privacy regulations. Our compliance team stays current with evolving regulations to ensure the platform remains compliant.
Role-based access controls ensure team members only see information relevant to their role. Multi-factor authentication, single sign-on support, and detailed audit logs provide complete visibility and control over platform access.
Join over 27,000 financial advisors who have already discovered a better way to work. Schedule a personalized demo to see how ASTROLETICS can automate your meeting workflow, recover 20+ hours per week, and help you deliver an exceptional client experience.