Tempra's Advisor Operating Copilot handles the admin, meeting prep, CRM updates, follow-ups, compliance, so your advisors can focus on what actually grows the book: relationships, planning, and trust.
Meeting prep. CRM updates. Compliance documentation. Follow-up emails. The work that should differentiate your firm, deep client relationships, personalized planning, proactive outreach, gets squeezed into the margins of the calendar.
Pre-meeting research, post-meeting summaries, CRM logging, task creation, follow-up drafting. Multiplied across every client interaction, every week.
Communications surveillance is reactive. Disclosures get missed. Audit prep eats weekends. Risk lives in unmonitored gaps.
Your top advisors deliver white-glove service to 50 clients. Above that, the experience commoditizes. Growth caps out at headcount.
When a senior advisor retires, two decades of context, relationships, and judgment walk out with them. No system captures it.
Tempra Capital is an AI Co-Advisor built for independent Registered Investment Advisors. An always-on intelligence layer that synthesizes fragmented client data, CRM, planning tools, custodian feeds, email, and meeting transcripts, into a ranked Daily Priority Briefing each morning. Life event triggers monitored per client household. Personalized outreach in one click. Compliance monitoring baked into every workflow.
Each morning, a ranked list of Next Best Actions across the client book. Draft + reasoning + one-click send.
Every household monitored for life event triggers, Medicare, RSU, estate, referral. Never a missed moment.
Every message reads the client's full history before drafting. No templates. Send in one click, in your voice.
Rebalancing authorizations, documentation deadlines, suitability flags, surfaced before problems arise.
Augments your existing stack, Wealthbox · Redtail · eMoney · MoneyGuide · Schwab · Fidelity, no rip-and-replace, no migration.
Auto-prepares client meeting briefs. Summarizes interactions. Drafts follow-ups. Updates CRM. Retrieves historical context. Coordinates tasks across systems. Your daily command center.
Continuously surveils communications, portfolio activity, disclosures, and approvals. Real-time AI policy interpretation. Audit trails generated automatically. From reactive to proactive.
Generates personalized portfolio commentary, tax insights, life-event recommendations, and investment explanations for every client at scale. White-glove without the headcount.
Tracks client sentiment, engagement quality, life-event signals, and communication gaps. Recommends proactive outreach. Retention becomes a measurable system.
Captures the tacit knowledge of your senior advisors before it walks out the door. Builds a living institutional knowledge graph. Onboarding becomes weeks, not years.
Automates prospect scoring, outreach personalization, nurture campaigns, and conversion analytics. Lead intelligence beyond spreadsheets and gut feel.
Time returned weekly for relationship-building, planning, and client acquisition.
Maintain white-glove standards across 3× the clients per advisor.
Tier 1 AI OS Solutions deployed and measured within one week.
Illustrative impact ranges. Actual outcomes depend on firm size, current tooling, and deployment phase. Discussed transparently in your discovery briefing.
Tempra Capital is partnering with a limited cohort of forward-thinking wealth managers and financial advisors. Tier 1 AI OS Solutions in production within 7 days. Real workflows. Real impact. Measured daily.