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 Pillars

Connect the CRM you already use, and your messy book of clients becomes a ranked, actionable to-do list. See who needs attention now, get the next step drafted for you, and watch it get written back into your CRM without leaving your workflow, re-typing anything, or losing track of what the AI did on your behalf. Here's how it works:

CRM Sync

Connect Wealthbox once. Parrative reads directly from it, no migration, no new system.

Book Ranking

Every client in your book gets ranked by urgency, overdue reviews, time since contact, open items and flagged if their history is incomplete.

Follow-Up Write-Back

Parrative drafts the next steps, you approve, and it writes them straight into the CRM as tasks with a full audit log of every action.

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.

Why Parrative Is Different

"Most 'AI for advisors' tools are glorified notetakers. We're not one of them."

Transcribing a meeting isn't the hard part. The hard part is making sure what the AI produces is checked, recorded, and gated before it ever touches a client record under your firm's rules, not after the fact. That's not a feature we're planning to add later. It's the foundation the first release is built on.

Experience Parrative

Request a compliance demo to see audit trails, automated policy enforcement, and regulator-ready reporting all built from the foundation up to keep your advisory practice compliant.

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