Independent RIAs

Spend Less Time on Paperwork. More Time on Clients.

Running a lean practice shouldn’t mean doing everything yourself. CoraWealth gives independent RIAs an AI-native front office that handles the busywork, so you can focus on the relationships that actually grow your book.
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The Problem

Running a lean practice means advisors wear every hat — including the ones that don’t touch clients

15+ hrs/week

lost to notes, follow-ups, proposals, and CRM updates

70% of proposals

built from generic templates with no real personalization

3–5 days

average time from meeting to delivered proposal

40% of prospects

go cold waiting on follow-up after the first conversation

  • For a solo advisor or small team, that overhead isn't a productivity problem — it's a growth ceiling.

What CoraWealth Gives You

One connected workflow, not six disconnected tools

Conversation, qualification, planning, risk, proposal, and compliance all flow together automatically — so nothing falls through the cracks between meeting and close.

Your custodian, already connected

CoraWealth works natively with Charles Schwab, Fidelity, Pershing, Altruist, and TD Ameritrade, so there’s no custom integration project standing between you and go-live.

Compliance that doesn’t need its own headcount

Every proposal is checked against FINRA and Reg BI standards automatically, with a full audit trail — giving you enterprise-grade protection without an enterprise-sized team.

Up and running fast

Most firms are live in 2–4 weeks, not quarters — because CoraWealth deploys alongside the tools you already use.

How It Works for a Solo or Small Practice

  1. Client Conversation

    CoraWealth joins your meetings (Teams, Zoom, Google Meet), transcribes, and extracts structured insights automatically.

  2. Data Qualification

    Pulls and reconciles data from your custodian and CRM in real time – no manual entry.

  3. Financial Planning & Risk Scoring

    Monte Carlo simulations and a dynamic risk profile generated automatically from the conversation and client data.

  4. Proposal Generation

    A personalized, suitability-aware proposal drafted in under 3 minutes, ready for your review.

  5. Compliance & Close

    Auto-checked against FINRA/SEC standards, then delivered for e-signature.

Result: under 10 minutes from conversation to a proposal ready to send.

Why It Matters for You

BeforeWith
Proposals take 3–5 daysReady in under 3 minutes
Every proposal feels templatedEvery proposal feels personal
Compliance is a manual checkCompliance is automatic
You write the narrativeCora drafts it, you review it

See How It Works

Book a live demo and we’ll walk you through the full advisor journey — from first client conversation to signed, compliant proposal — in 30 minutes.

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