Invest in your future. AI agents that give your team the bandwidth to know every client like family.
Six workflows where AI handles operational load so your team invests time in client relationships across both offices.
AI coordinates document collection across Investment Management, Tax Planning, and estate files before the first planning meeting.
Automated tax document collection and preliminary analysis delivered to your team before each client's annual tax planning review.
529 plan contribution reminders, FAFSA timing alerts, and college cost projections updated automatically as each family's timeline shifts.
Tracks estate document status across your client base and flags life event triggers that require plan updates.
Automated outreach for annual reviews, follow-up agendas, and meeting prep materials ready before every advisor appointment.
Insurance coverage gaps and risk exposure flagged against each client's profile on a recurring basis without advisor prompting.
A real-time view of what your AI team would be doing right now across both the Downers Grove and Brentwood offices.
AI agents trained on each practice area, using your exact service names.
Portfolio management for high-net-worth individuals, families, and institutions.
Integrated tax strategy and preparation aligned with each client's investment and financial plan.
Retirement income strategies and distribution planning for clients approaching and in retirement.
College funding strategies, 529 plans, and education cost projection for families.
Coordination of estate documents, beneficiary designations, and legacy strategies.
Insurance review and risk assessment integrated into each client's complete financial plan.
We document your client service workflows, planning processes, and communication cadence across Capstone's two offices.
AI agents are trained on your six service lines and fee-only fiduciary approach. No generic scripts.
Deploy in two weeks. Agents handle intake, scheduling, and prep work while your team focuses on planning and relationships.
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