Vaultra is the AI operations layer for wealth management teams. Email triage, meeting prep, client follow-ups — handled autonomously so your CSAs focus on what moves the needle.
$49/mo · No sales call required · Free trial
Drafted response to Johnson family about Q1 review scheduling
Portfolio summary and talking points ready for 2pm with the Patels
Post-meeting action items emailed to Garcia account team
Not another tool for advisors. Vaultra is purpose-built for the operations side of wealth management — the team members who keep everything from falling apart.
You're juggling 50 client requests, compliance deadlines, and a team that's already stretched thin. Vaultra handles the repetitive load.
You need to scale operations without scaling headcount. Vaultra gives your existing team the throughput of a team twice its size.
Your team drowns in email triage and meeting prep. Vaultra automates the tasks that eat 80% of their day — so they handle the 20% that matters.
The operational tasks that eat your team's day, handled autonomously by AI.
Reads, prioritizes, and drafts responses to client emails. Knows when to escalate and when to handle it. Your inbox stays at zero.
Before every client meeting, Vaultra assembles portfolio summaries, talking points, and follow-up items. Walk in prepared without the prep work.
Generates newsletters, market commentary, and client-facing content that sounds like your team wrote it. Consistent outreach without the grind.
New account paperwork, compliance checklists, transfer processing — the operational workflows that CSAs do on repeat, systematized.
Everyone else builds for the advisor. We build for the people who keep the advisor's practice running.
Competitors hide pricing behind sales calls. We don't. One price, everything included, cancel anytime.
Everything your CSA team needs to cut admin time in half. No per-seat pricing, no hidden fees.
No credit card required · Set up in 5 minutes
We'll show you exactly how it works for your team — email triage, meeting prep, and workflow automation. No sales pressure, no deck. Just a walkthrough.
We'll reach out within 1 business day to schedule.
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Vaultra handles the operational load so your operations team can focus on what actually matters: keeping clients happy and advisors productive.
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