Presidia gives independent financial advisors the back office of a billion-dollar firm. Without hiring anyone.
Everyone else is trying to sell you new tools.
Presidia feels like you just hired a human that works 24/7.
Text it. Email it. Forward a message. Assign it a CRM task. No dashboards to learn, no workflows to configure. Whatever works for you, works for Presidia.
Presidia builds a memory of your clients, your preferences, and how you like things done. Teach it once. It gets sharper over time — just like a great human assistant would.
No more waiting until 9am because your assistant clocked out at 4:30. Presidia proactively preps your day before you wake up. Always on, always ahead.
Redtail, Wealthbox, Salesforce, Orion, eMoney, MoneyGuide, Black Diamond — Presidia integrates with your existing stack so nothing changes except how much you get done.
Big-firm advisors have analysts building briefing docs before every meeting. You're doing a quick Google search in the parking lot. Presidia auto-generates a full briefing with client history, portfolio highlights, life events, and talking points before every meeting on your calendar.
Get early access →The meeting ends and round two begins. Typing notes, updating the CRM, drafting follow-ups. For a solo advisor, that's your evening. Every evening. Presidia captures the conversation, updates your CRM, tags the details that build relationships, and drafts the follow-up. Done before you reach your car.
Get early access →At a big firm, there's a whole ops team handling account openings. When you're independent, that ops team is you. Re-keying the same data into four different forms, babysitting the ACAT transfer, and fielding status calls you can't actually answer. Presidia handles the intake once and tracks it end-to-end.
Get early access →Finding the right prospects, researching them, finding a reason to reach out, and actually following through across LinkedIn, email, and every other inbox is a full-time job. Presidia researches, surfaces warm intros, drafts outreach, and follows up so nothing falls through the cracks.
Get early access →Presidia proactively keeps you ahead of your day. Meeting briefs, transfer updates, prospect signals. All delivered before you think to ask.
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We know the drill. Your compliance team says no to everything with “AI” in the tagline. Presidia is built from the ground up for wealth management. No client data leakage, no rogue outputs, no risk to your licenses.
Clients, prospects, your family. That's where your time belongs. Let Presidia handle the rest.
Get early access →