Expand Client Trust
Empowering Advisors to
Grow Their AUM
Parrative increases client Net Present Value using our trusted AUM Accelerators that streamline compliance work, scale advice with your rules, and score clients to drive measurable AUM growth.
Freeing advisors to deepen relationships and grow their business today.
Parrative's Solution
Four Pillars
We empower RIAs to grow revenue by eliminating operational friction through our compliant-first engine that turns regulatory chaos into automated clarity.
Compliance Engine
Automate regulatory updates and suitability checks. Create a built-in layer of trust with real-time documentation and audit-ready trails that help compliance approve faster, and advisors operate with confidence.
CIO Voice Assist™
Helps advisors respond faster and more consistently with policy-guided personalization. It uses approved Chief Investment Officer commentary, IPS guardrails, and pre-approved language to generate client-ready education and discussion prompts, not buy/sell recommendations.
Proactive Client Retention
Client Health Score™ protects retained revenue by surfacing risk early. Track clear drivers like meeting cadence drift, unresolved follow-ups, sentiment trend signals, and concerns so advisors can prioritize outreach and proactively engage clients before issues arise..
Automate Fiduciary Duty
Fiduciary Forge™ allows a firm to configure fiduciary policies and AI business rules. Coupled with our Compliance Engine, Parrative creates a defensible foundation: firm-controlled AI that's enforced, auditable, and safe to deploy.
Our Difference
transparent guidance
you can trust
Emerging AI tools and generic notetakers are built for CRM integration and eliminating administrative tasks. Many of these solutions aren't SEC 204-2 compliant. They don't have audit trails and expose RIAs to SEC fines when software doesn't meet strict regulatory compliance.
Parrative empowers RIAs to grow their client base by turning operational drag into a competitive edge. Our process is simple: first, we automate compliance to eliminate regulatory risk.
Next, we scale your personalized advice so you can serve more clients in less time. We then use predictive insights to boost retention through proactive engagement.
With our patent pending Fiduciary Forge™ at the core, we ensure your firm stays compliant while you focus on what matters: deepening relationships. We solve the administrative burden so you can focus on the growth.
15+
Hours saved per client*
60%
Reduction in follow-up activities and tasks*
* Based upon projected time savings. Not meant to be a guarantee of results.
Beta Coming Soon!
Shape Parrative Today
Join a select few advisors empowered to reshape the future and reclaim your time today!
The Future of Complaint Growth is Here
Coming in Spring 2026...
Parrative is on the fast track to success, will you join us?
We’re looking for forward-thinking RIAs to shape the next generation of our technology. Gain early access to the full enterprise Parrative solution. Our automated compliance engine, predictive retention tools, and much more! Help us build the platform that turns "regulatory chaos" into AUM growth.
“An investment in knowledge pays the best interest.” — Benjamin Franklin
The Future Looks Bright
Learn more about Parrative and what it can do for you.
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