// questions we hear
- Client reporting takes two weeks every quarter because nothing integrates cleanly. Can an AI workflow close that gap?
- We want to use AI to generate first drafts of financial planning summaries and meeting prep. What does a compliant, reviewable process look like?
- We've seen AI tools marketed to RIAs. How do we separate what's genuinely useful from what's a demo that falls apart in practice?
- Our client onboarding is manual and inconsistent. Can AI agents automate the data gathering and document assembly?
- We need reporting capabilities our custodian doesn't offer. What would it take to build something that actually fits how we work?
// how cordant helps
We build AI-powered workflows for the parts of wealth management that are high-effort and low-judgment — client report assembly, meeting prep documents, onboarding data collection — while being clear-eyed about where human review is non-negotiable. We've built investment management software and understand the advisory business at the domain level, so we know both what your platform should be doing and where AI can responsibly extend it. Vendor evaluations, custom tooling, and workflow automation — scoped to what actually moves the needle for your practice.