Industries / Professions
Agents for advisors
Spend your day with clients, not forms.
Agents that handle onboarding, KYC paperwork, meeting prep and follow-up. You stay the one who advises.
What it takes off the desk
OnboardingNew clients get the right forms, filled where we can, checked for gaps.
KYC paperworkIDs and proofs are collected, and you get a reminder before any of them expire.
Meeting prepA one-page pack before each meeting: last notes, open items, documents due.
Follow-upNotes turn into tasks, and reviews get booked on time.
What stays with you: the advice, the relationship and every recommendation.
Example · a 3-person advisory practice
A new client onboarded without one chasing email from you.
- The client says yes on a call. The agent sends the onboarding pack.
- It collects the ID and proof of address. One file is blurry, so it asks again.
- The file is complete. The advisor gets a one-page summary to check.
- The first meeting is booked, with the prep pack attached.
The agent never suggests a product or a figure. It handles the paperwork around your advice.
Bring one process from your desk.
30 minutes with Leo. We map it with you and tell you what an agent can take off it.
Built with BRX Flow, our custom offer: we map your process, build the agents and run them.
BRXDXB builds software. It does not give investment advice or manage funds.