Money gets passed down. Relationships don’t.
Care for your clients for generations with A44
About_
A44 is an AI-powered holistic family engagement platform for financial advisors. Our intelligent software collects family data insights, optimizes your client engagement priorities, and automates daily communications to help nurture and retain your clientele amidst today’s $84 trillion wealth transfer from investors to their spouses and heirs.
Women are the future of wealth_
Simply by retaining baby boomer women as clients, financial advisory firms could see one-third higher revenue potential.
As women outlive their spouses and partners, they will control $30 trillion in assets by 2030. Yet, 70% of female clients leave their financial advisors within one year of their spouse’s death, largely because they aren’t appropriately engaged.
Family matters are financial matters_
Just 38% of investors say financial advisors are a multigenerational resource for their family.
Go beyond the 30% client retention rate when wealth is passed down with A44.
Why A44_
Spend more time on what matters.
Learn more_
A44 is currently in stealth mode. Contact us below to learn more about how our AI-powered solutions can transform your relationship with investors.