Cora joins your advisory meetings invisibly – Microsoft Teams, Zoom, or Google Meet, no manual setup required – and listens, understands, and structures everything you need in real time. Every conversation becomes a speaker-attributed transcript, with goals, risk appetite, life events, and action items extracted automatically as structured data. That insight doesn't disappear after the meeting – it enriches your client's ongoing profile, so every future conversation builds on the last.

What you walk away with: a structured meeting summary within 90 seconds of the call ending, action items already synced to your CRM and calendar, and a personalized follow-up email drafted and ready to send.

From that verified profile, CoraWealth builds out a full financial plan and a dynamic risk score — no re-entry, no copy-paste. Thousands of Monte Carlo scenarios get modeled against your client's goals and time horizon. Retirement, education, and estate goals are each tracked with a probability of success. Bull, base, and bear scenarios are generated automatically and woven into the eventual proposal narrative, alongside tax-loss harvesting and asset location signals.

On the risk side, suitability is captured conversationally during the meeting itself — no separate form to fill out. Behavioral signals, portfolio history, and stated goals all feed into a risk profile that flags misalignments for your review before they become a compliance issue.

Before any proposal reaches a client, it passes through CoraWealth's embedded FINRA/SEC compliance engine — automatically checked against Rule 4512 and Reg BI standards, with every action timestamped in an immutable audit trail. Your compliance team gets a pre-populated review queue with one-click approval, inline redlining, and automatic escalation for anything that needs a closer look — no manual bottleneck slowing your advisors down.

Once approved, the proposal goes out as a branded, mobile-optimized document ready for e-signature. A signed proposal automatically kicks off account opening, with custodian data pre-populated — and your CRM updates itself the moment the client is acquired.