AI Financial Operations Assistant · Advisers & Brokers

Draft faster.
Advise more.

ContentAutoPilot generates review-ready compliance documents, client communications, and advice drafts for financial advisers and insurance brokers — so your time stays on clients, not paperwork. Built for RIAs, CFPs, and broker-dealers, and insurance brokers.

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✓SEC/FINRA-aware language ✓Reg BI compliant language ✓All drafts require adviser / RIA review ✓45 seconds per document
finance.contentautopilot.ai/app
File Note Annual Review Ins. Proposal
✓ Generated in 30 seconds — draft for adviser / RIA review
File Note — Smith Portfolio Review
Meeting Summary

Meeting held with John & Mary Smith on 31 May 2026 to review their 401(k)/IRA retirement account and investment portfolio. Clients expressed a desire to increase growth allocation ahead of retirement in 8 years.

Advice Discussed

Recommended rebalancing toward a 70/30 growth/defensive allocation. Clients acknowledged the increased risk profile and confirmed this aligns with their objectives. SOA to follow.

◷ 30 seconds ✓ Review-ready draft
•Comprehensive Financial Plan Draft — 90 sec •File Note — 30 sec •Annual Review Letter — 45 sec •Insurance Proposal — 60 sec •Client Onboarding Letter — instant •Market Update — 45 sec •Renewal Reminder — instant •Retirement Planning Summary — 90 sec •Change of Strategy Letter — 45 sec •Claims Progress Update — 30 sec •Comprehensive Financial Plan Draft — 90 sec •File Note — 30 sec •Annual Review Letter — 45 sec •Insurance Proposal — 60 sec •Client Onboarding Letter — instant •Market Update — 45 sec •Renewal Reminder — instant •Retirement Planning Summary — 90 sec •Change of Strategy Letter — 45 sec •Claims Progress Update — 30 sec
The Problem

Advisers lose 60% of their week to compliance paperwork.

File notes, SOAs, ROAs, review letters, renewal reminders — every piece of compliance documentation is time that isn't being spent advising clients or growing your book. ContentAutoPilot is the AI employee for financial advisers that handles your documentation so you don't have to.

60%
of admin time spent on compliance documentation that doesn't directly serve clients.
4hrs
average time to produce a Comprehensive Financial Plan from scratch. ContentAutoPilot produces a draft in 90 seconds.
18+
document types built specifically for financial advisers and insurance brokers — not generic AI.
30s
to generate a complete file note, renewal reminder, or client communication draft.
What it does

Everything administrative.
Nothing that requires judgment.

ContentAutoPilot is the AI financial adviser documentation software that handles the documentation side of your practice — the CFP drafts, file notes, and SOA documents that don't require licensed advice, but still take a licensed financial professional's time. SEC/FINRA-aware language built in.

Advice Documents
  • →Comprehensive Financial Plan (draft)
  • →Change of Strategy Letter
  • →Investment Strategy Letter
  • →Retirement Planning Summary
  • →Risk Profile Summary
Client Communications
  • →Client Onboarding Letter
  • →Annual Review Letter
  • →Market Update Letter
  • →Meeting Follow-up Note
  • →File Note / Record
Insurance & Compliance
  • →Insurance Proposal Letter
  • →Policy Renewal Reminder
  • →Claims Progress Update
  • →Coverage Review Letter
  • →ADV Fee Disclosure Letter (draft)

All generated content is a draft. Licensed professional review and approval is required before use. ContentAutoPilot does not provide financial, investment, tax, or legal advice.

Templates

18+ review-ready drafts.
All in under 90 seconds.

Every template is prepared for licensed financial professional review — not financial advice, not final documents.

Advice Documents
  • Comprehensive Financial Plan (Draft)90 sec
  • Change of Strategy Letter45 sec
  • Investment Strategy Letter60 sec
  • Retirement Planning Summary90 sec
  • Risk Profile Summary30 sec
Client Communications
  • Client Onboarding Letterinstant
  • Annual Review Letter45 sec
  • Market Update Letter45 sec
  • Meeting Follow-up Note30 sec
  • File Note / Record30 sec
Insurance
  • Insurance Proposal Letter60 sec
  • Policy Renewal Reminderinstant
  • Claims Progress Update30 sec
  • Coverage Review Letter45 sec
  • Fee Disclosure (Draft)45 sec
Business Development
  • Referral Thank Youinstant
  • Client Newsletter60 sec
  • LinkedIn Post30 sec
  • Facebook Post30 sec
finance.contentautopilot.ai/app — File Note
✓ Generated in 30 seconds — draft for adviser / RIA review
File Note — Smith Portfolio Review · 31 May 2026
Purpose of Meeting

Annual portfolio review meeting with John & Mary Smith. Clients hold a balanced 401(k)/IRA retirement account portfolio and a separate managed fund. Meeting purpose: assess performance against objectives and discuss upcoming retirement timeline.

Advice Discussed

Discussed rebalancing to a 70/30 growth/defensive allocation. Clients acknowledged the increased risk profile. No change to insurance cover recommended at this time. SOA to be prepared within 14 days.

◷ 30 seconds✓ Review-ready draft
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No credit card · All drafts require licensed financial professional review

Pricing

Simple, transparent pricing.

7-day free trial on all plans. No lock-in. Cancel any time.

Adviser
$79/mo USD

Solo adviser or broker. All 18+ document types, unlimited monthly generations.

  • All 18+ document types
  • Unlimited generations
  • Firm profile branding
  • PDF + Word export
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Practice
$149/mo USD

Small practice — up to 5 advisers with shared branding and admin controls.

  • Everything in Adviser
  • Up to 5 team members
  • Shared practice profile
  • Usage analytics
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Enterprise
Custom

Dealer groups, licensees, and larger practices with custom requirements.

  • Unlimited advisers
  • Custom document types
  • Priority support
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More time advising.

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No credit card · All drafts require licensed financial professional review · US & NZ advisers

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