CogniCor

Take away the models and a set of connectors is all that remains. Meeting agendas, structured summaries and an urgency ranking of the adviser's book are each produced by models.

Onboarding and account opening are automated up to final approval, and the adviser edits and sends every drafted follow up and summary. What the book ranking may trigger alone, and how an error in an automatically written CRM field is caught, are not described.

Summaries carry no citation back to the transcript, no confidence signal and no accuracy figure. Client recaps go to households and CRM fields are written automatically, so an unmeasured error rate is the material gap.

Plancorp, a registered investment adviser with more than $8 billion in assets, is named as saving more than 500 hours a month of administrative work and gaining 300 hours of household insights. Platform averages of 3.5 hours reclaimed per adviser a day are unattributed, and the Plancorp figures carry no period or baseline.

Household intelligence is built inside each firm's own stack, yet whether client data or a firm's documents train models serving other firms is never said.

CRM records, planning data and meeting content converge in one household context layer, the concentration that makes the product useful and sensitive. Retention for meeting content, deletion when a client leaves and a subprocessor list are not stated.

Salesforce's security review of the listed app is an indirect signal that covers the package, not the firm's own hosting of household data and meeting recordings. No attestation or certification is enumerated.

Notes described as compliance ready and audit ready make a claim about output without naming the recordkeeping and supervision rules for adviser communications. Onboarding automation reaches account opening, where customer identification and suitability carry their own requirements, and no supervisor, statute or rule is named.

AdvisorIQ ranks a book by urgency from life events, intent signals and market moves, deciding which households an adviser contacts and what they are offered. A ranking that leans on assets or revenue potential would steer time toward wealthier clients, and the criteria and objective are unpublished.

Every output passes a person before reaching the client, which keeps the regulated firm answerable. An inaccurate summary already logged, or a CRM field written in error, has no published accuracy commitment or correction route behind it.

Microsoft's Azure OpenAI Service runs the digital assistants, per a 2023 announcement that names the model provider. Current material does not restate it, and no transcription service, training terms or subprocessor list is given.

Native integrations with Salesforce Financial Services Cloud, Wealthbox and Redtail write field level CRM updates, and WealthMate sits on the Salesforce AppExchange, announced in December 2025 with Agentforce workflows. Custodial and planning connections are described only as major platforms.

Hosting sits on Microsoft Azure for the digital assistants, with no region, residency commitment or private deployment option published.

Demos are the only route in, and the firm's own material states no price, package or charging basis. Charge per adviser, per household or per module is left open.

Wealth managers, registered investment advisers and enterprise financial institutions are served by six modules spanning meeting preparation, onboarding and book prioritization. Insurance, covered at the 2023 launch, is absent from current material.