Claw Empire installs a private AI assistant for wealth management on customer-controlled infrastructure. It compresses onboarding from 35 days to days, unifies your fragmented CRM and planning tools into one governed workflow, and drafts client-ready materials for approval before anything touches a prospect or record.
The useful install is narrow, explicit, and tied to work you already repeat. Claw Empire maps the lane, connects approved systems, and keeps sensitive actions gated.
Real advisors report spending 5-10 hours per client on manual data entry, with onboarding often taking 35 days. The tools exist but don't connect, so every new client becomes a marathon of copying fields between systems that refuse to talk to each other.
The wealth tech stack has 8-15 tools: CRM, portfolio, planning, estate, tax, document management. Data is dispersed, closed, and unstructured. Advisors describe it as having the tools but no toolbelt to hold them together.
Advisors across multiple threads call Redtail 'garbage' and Wealthbox 'too basic.' No CRM in the wealth management space has earned loyalty, and every swap just trades one set of frustrations for another.
FINRA and SEC guidance on AI remains incomplete, and risk-averse advisors are waiting for the dust to settle. The result is that AI in wealth management is stuck at meeting notes while the rest of the industry moves forward.
A private assistant should produce a reviewable queue, not mystery automation. Every output should make approval faster and safer.
The assistant assembles client data across CRM, custodian, and planning tools, prepares the onboarding checklist, and flags missing documents so what took 35 days and 10 hours of manual entry becomes a structured review you can finish in days.
The assistant works inside your existing CRM, planning, and document tools. No new login, no new database. It pulls context from where your data already lives and writes back only on approval.
The assistant reads prior notes, portfolio context, and open action items before each meeting, then prepares a brief with talking points, risk flags, and next steps for advisor review.
This is the level of specificity we want before a workflow touches production tools.
WORKFLOW: wealth_management_onboarding_and_review
TRIGGER: new client onboarding OR scheduled review OR stale client detection
READ: CRM records, custodian feeds, estate and tax docs, meeting notes, compliance rules
DO:
1. assemble onboarding checklist and flag missing documents
2. unify client context across CRM, portfolio, and planning tools
3. draft meeting prep brief with talking points and risk flags
4. prepare client-ready materials and next-step summaries
APPROVAL GATES:
- never send client-facing materials without advisor approval
- never update CRM records or planning docs without approval
- never move on regulatory or compliance-sensitive items without review
STOP CONDITIONS:
- legal terms, estate disputes, regulatory disclosure, angry client, unclear owner
RECEIPT:
- write source evidence, proposed action, advisor reviewer, unresolved questionsThe point is not to remove judgment. It is to reserve judgment for the decisions that matter.
The assistant drafts onboarding packets and meeting briefs but waits for advisor approval before anything reaches a client.
Field updates, task creation, and planning notes are proposed with source evidence before a human approves writes.
Regulatory flags, estate disputes, and disclosure questions stop for manual review by default.
The exact implementation depends on tool access and data quality. The operating model stays simple: map, install, dry run, hand off.
Define approved data sources, CRM fields, onboarding stages, compliance rules, and stop conditions.
Connect approved CRM, custodian, planning, and document tools to the private assistant on your infrastructure.
Review proposed onboarding packets and meeting briefs until the workflow matches your advisory motion.
Receive the operating runbook, approval receipts, and expansion notes for the next client cycle.
Plain answers for the trust, security, and implementation questions buyers ask before connecting AI to real workflows.
A Claw Empire wealth management AI assistant is a private workflow on customer-controlled infrastructure that compresses client onboarding, unifies fragmented CRM and planning tools, and drafts client-ready materials for advisor approval before any external action.
The default workflow is approval-gated. The assistant drafts materials, flags compliance-sensitive items, and stops before client-facing sends or record changes. Every action traces to a source document, and sensitive items route to human review by default.
The assistant runs on customer-controlled infrastructure, typically a VPS or Mac Mini. CRM data, portfolio feeds, meeting notes, and tool credentials stay in the environment you control. Nothing trains public models.
No. The assistant works inside your existing CRM, portfolio, and planning tools. It is not another login or another database. It reads context from where your data already lives and writes back only on approval.
Pricing is scoped on a discovery call because CRM systems, custodian feeds, compliance rules, and onboarding depth vary. The public page does not publish a flat price because installs differ by workflow and infrastructure.
Send the workflow you want off your desk. We will confirm the tools, approval gates, stop conditions, and safest week-one install path.