Agent
A Personal AI Assistant Built for Your Practice
A custom AI agent that learns your approach, engages prospects thoughtfully, qualifies them accurately, and provides consistent client guidance - aligned with your standards and compliance needs.
Core Capabilities
What Your AI Assitant Does
A simple, powerful set of capabilities designed to capture leads, qualify prospects, and support clients automatically.
Engages Visitors Thoughtfully
Your assistant greets site visitors in a manner that reflects your approach, gathering names, emails, phone numbers, and relevant details—ensuring every inquiry receives careful attention and nothing is overlooked.
Assesses Interest Discreetly
It asks targeted questions aligned with your practice—uncovering goals, timelines, and needs—so you invest your time only in prospects who are genuinely prepared for a meaningful conversation.
Provides Consistent Guidance
Drawing directly from your services, FAQs, and preferred tone, it offers clear, compliant responses to common inquiries—delivering the same thoughtful support your clients expect from you, every time.
How It Works
Your AI Assistant Working Behind the Scenes
A clear, streamlined process that gets your AI assistant trained, launched, and generating results quickly.
Why It Works
A Smarter System for Advisor Growth
See how the assistant supports you compared to traditional manual follow-up.
The Traditional Approach
Delayed follow-up
Prospects lose momentum
Manual review of every inquiry
Inconsistent nurturing
High time investment
The Finovex Advisor System
Prompt responses in your voice
Thoughtful interest assessment
Steady follow-up without extra effort
Consistent, on-brand messaging
Keeps prospects engaed while interest
is high
Live Demo
See How It Fits Into Your Practice
Observe how the assistant engages visitors thoughtfully, assesses interest, and provides guidance—all in alignment with your approach.
Pricing
Transparent & Straightforward Pricing
One plan at $500 per month — complete customization, full ownership, and built-in compliance alignment. No contracts, no hidden fees, pause or cancel whenever it no longer serves your practice.
AI Agent
$500/month
Custom AI co-pilot for lead engagement, qualification, and client support — compliant, consistent, and fully under your control.
What's Included:
Custom training on your services, tone, and compliance guidelines
Thoughtful lead capture (name, email, phone, key details)
Built-in compliance checks and audit logs
Calendar integration for appointment booking
Complete ownership of your assistant and data
No long-term contracts — pause or discontinue as needed
Consistent, compliant responses to common inquiries
No long-term obligation • Full ownership from day one • Setup typically 1–3 days • Pause or cancel anytime
FAQs
Frequently Asked Questions
Have questions? Here are the answers most advisors ask first.