AI agent for financial advisors: Prospects want to know your minimums before they'll book. Answer them instantly.
Frosty Agent pre-qualifies prospects before they ever reach your calendar. It asks about investable assets, tax situation, and financial goals, then routes qualified leads to the right advisor with context. It shares your service descriptions and fee structures, books consultations, and filters out prospects who don't meet your AUM minimums. It never provides financial advice.
Why do financial advisors waste time on unqualified prospects?
Advisors spend hours on discovery calls with prospects who don't meet their AUM minimums
Explaining fee structures, fiduciary status, and service offerings is repetitive
Tax season creates a flood of enquiries that overwhelm small accounting practices
After-hours enquiries from high-net-worth prospects go unanswered
Leads from SmartAsset, WealthEngine, and Google Ads sit in CRMs for days
Did you know?
What does our AI agent for financial advisors do?
Frosty acts as your gatekeeper, ensuring only qualified prospects reach your calendar.
What real conversations can Frosty handle?
These are the enquiries financial advisory firms receive daily.
Who uses Frosty
Registered Investment Advisors (RIAs)
Pre-qualify prospects by AUM before they reach your calendar.
CPA and accounting firms
Handle the tax-season flood of enquiries and document collection.
Wealth management firms
Provide a concierge experience for high-net-worth prospect intake.
Why they choose us
It never gives financial advice
Frosty handles scheduling, fee structures, and qualification only. Investment recommendations stay with your advisors.
AUM gatekeeping built in
Prospects below your minimum are politely redirected, saving your advisors' time.
Fiduciary-aware communication
Frosty accurately represents your fiduciary status and fee structure as you configure it.
Tax season ready
Handles the enquiry surge during tax season with document checklists and automated scheduling.
CRM integration
Qualified leads push directly into Wealthbox, Redtail, or your CRM of choice with full context.
Getting started
From your first document upload to a fully deployed agent — a structured process that gets it right.
Upload your practice information
Fee structures, AUM minimums, service descriptions, and advisor specializations.
Connect your calendar and CRM
Sync advisor availability and push qualified leads directly into your CRM.
Go live
Deploy on your website and messaging channels.
Pricing
Plans start at $199 internationally, with no setup or onboarding fee. Seven-day free trial.
View full pricing