Now available for financial advisors, real estate agents, and more

YourAIWorkforce.

Deploy intelligent AI agents that handle client communication, scheduling, follow-ups, and daily operations — so you can focus on growing your business.

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AlexAI Agent
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Trusted by professionals across industries

Nature Coast FinancialSummit RealtyApex AdvisorsPremier WealthCoastal PropertiesHeritage Financial
Nature Coast FinancialSummit RealtyApex AdvisorsPremier WealthCoastal PropertiesHeritage Financial
Features

Everything your business needs.
Automated.

Powerful AI tools designed to handle the busywork so you can focus on what matters most — growing your business and serving your clients.

01

Client Communication

Handle every client message instantly across Telegram, email, and SMS. Your AI responds in your voice, 24/7.

02

Smart Scheduling

Automatically manage your calendar, book appointments, and send confirmations. No double-bookings, no missed slots.

03

Intelligent Operations

Get morning briefs, automated follow-ups, and meeting prep without lifting a finger.

04

Compliance Built In

Your agent never gives financial advice, always includes disclaimers, and escalates sensitive topics to you. Built for regulated industries from day one.

05

Instant Setup

Go from signup to live agent in under 5 minutes. No technical skills required.

06

CRM Integration

Connects seamlessly with Wealthbox, GoHighLevel, Google Calendar, and more.

How It Works

Live in 5 minutes.
Not kidding.

01

Share your business

Fill out a quick intake form with your services, style, tools, and client info. No calls needed unless you want one.

02

Configure your agent

Set up your AI with your persona, knowledge base, CRM connections, and compliance rules. Tailored to your practice.

03

Go live and grow

Your agent starts handling communications, scheduling, and operations. You focus on what matters — your clients and your business.

PRICING

Simple pricing.
Serious value.

Less than the cost of a part-time assistant. More reliable than a full-time one.

Save 20%
Coming Soon

Starter

Perfect for solo professionals getting started

$0/mo
Coming Soon
  • AI assistant on Telegram
  • 1 integration (CRM or Calendar)
  • Contact lookups OR schedule checking
  • Conversation memory
  • Appointment scheduling
Most Popular

Professional

For growing practices that want full automation

$0/mo
Get Started
  • Everything in Starter plus:
  • Unlimited integrations
  • Email drafting
  • Daily morning briefs
  • Follow-up tracking
  • Meeting prep briefs
Coming Soon

Enterprise

For firms with multiple advisors and locations

$0/mo
Coming Soon
  • Everything in Professional plus:
  • Additional integrations
  • Premium add-ons
  • Priority support
  • Extended conversation history
  • Custom agent personality

MT

Michael Torres

CFP, Wealth Advisor

Redstone Financial Partners

ReadytohireyourfirstAIagent?

Join hundreds of professionals who automated their operations in under 5 minutes.

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