Khyaa
Never walk into a client meeting cold.
Personal intelligence for US financial advisors and RIAs. A 200-word client brief 15 minutes before each external meeting. A one-button voice-to-memory recorder (60–90 seconds, on-device speech). Natural-language Ask across the advisor's entire book — every answer cites its source. SEC marketing rule, Reg BI and SEC Rule 204-2 compliance-aware.
What lands in your inbox fifteen minutes before each meeting.
Sarah is 58, recently widowed (Q4 2025), and revisiting her glide path. Last call she asked about a Roth conversion before her RMD window opens. Two children, both adults; estate plan was last updated in 2019.[1]
Her concentrated NVDA position (~38% of taxable) has come up on the last three calls — she's emotionally attached, intellectually open to trimming. Don't lead with it.[2]
Open thread from last meeting: she wanted you to circle back on the 529 for her granddaughter Mia. You said you'd model two contribution schedules. She's expecting an answer.[3]
Personal intelligence, advisor-shaped.
Built around how advisors actually work — not a CRM replacement, not another analytics dashboard. A second brain for your book.
- 01Pre-meeting briefing
- 02Voice-to-memory capture (on-device)
- 03Cited-answer Ask
- 04Per-client memory isolation
- 05No CRM replacement
- 06SOC 2 in progress