Suite module

First OfficerA client-facing AI concierge a fiduciary can actually deploy.

A compliant AI concierge that greets and educates prospects, answers FAQs, qualifies leads, and books meetings — over text, web, and voice — under your own firm’s brand. (The chat concierge on this very site is its first release.)

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Module · Client-Facing AI Concierge1:24,000

First Officer

A client-facing AI concierge a fiduciary can actually deploy.

What you get

Text and web concierge — live today, the widget you can open right now
Compliant voice built to FINRA, TCPA, and state-disclosure requirements
Greets, educates, and answers common questions 24/7
Qualifies leads and books meetings straight into your calendar
Deploys under your own firm’s brand, for your own clients

Who it’s for

RIAs and advisory practices that want always-on client coverage without compliance risk.

Where the line is

Every response runs behind a Semantic Firewall: First Officer never promises returns and never gives individualized advice.

The rest of the suite

Flagship

Navigator

The AI tax-strategy engine — document intake to reviewable strategy, under your firm’s brand.

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Module

Charter

Guided entity formation, a live fundability score, BOI reminders, and a compliance calendar.

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Module

Quartermaster

Pre-formation trademark clearance — USPTO + common-law sweep, AI risk score, attorney brief.

Learn more →

Module

Herald

Done-with-you campaigns, copy, and a steady content cadence run alongside the practice.

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Base

Platform

The white-labeled client platform, Console iPad, and white-glove setup every module runs on.

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Put First Officer to work on your practice.

The suite is a one-time implementation engagement on the Platform base. Request a quote and a specialist follows up within one business day — no payment to get the number.

Request a quote