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.

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 handles the documentation side of your practice — the drafts that don't require licensed advice, but still take a licensed financial professional's time.

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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Less paperwork.
More time advising.

First document draft in 30 seconds. 7-day free trial, no credit card required.

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