AI Assistant for Advisors
10 hours back,
every week.
Heavenly records your client calls, writes structured notes in your voice, and gives you instant recall across every conversation.
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2. Send updated allocation proposal
3. Schedule follow-up in 2 weeks
Record
Connect your calendar and Heavenly silently captures audio from every client meeting. No bots join the call.
Generate
Get structured notes, summaries, and action items written in your tone. Ready to share with clients or review before your next meeting.
Recall
Ask Heavenly anything about any client. "What did Sarah say about her risk tolerance?" Instant answers across every conversation.
Notes that sound like you wrote them
Set up templates that match your style. Heavenly produces meeting summaries, follow-up emails, and action items that need minimal editing. Every client gets the attention they deserve.
Every detail, always available
Need to recall what a client said six months ago? Ask Heavenly and get the answer in seconds, with the exact quotes and context you need.
Stop writing notes. Start having conversations.
See how Heavenly works for your practice. Free to get started.
Book a demo