Vaultra is an AI agent that handles client communications, meeting prep, marketing, and practice operations for wealth management teams. The back office runs itself.
Drafted response to Johnson family about Q1 review scheduling
Portfolio summary and talking points ready for 2pm with the Patels
Monthly market update delivered to 847 clients
Built for the people who actually run advisory practices day to day.
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.
Trains new team members on workflows, compliance procedures, and client protocols. Institutional knowledge that never walks out the door.
Vaultra handles the operational load so advisors can focus on what actually matters: their clients.