The AI client growth platform for financial advisors
Book more discovery calls, nurture every prospect, and stay top-of-mind with current clients — with one compliant, AI-powered system trusted by 100+ advisory firms.
Trusted by 100+ advisory firms and RIAs nationwide
The problem
Why financial advisors are losing leads every day
Slow follow-up = lost AUM
If you don't call a lead within 5 minutes, conversion drops 80%. Most advisors take hours — or days.
Pipelines die in spreadsheets
Prospects fall through the cracks when there's no system tracking every touchpoint and next-best action.
Compliance slows everything down
Cobbling together CRM, email, texting and calendar tools creates compliance gaps and audit headaches.
The Magic solution
One platform built for financial advisors
Replace 10+ disconnected tools with one AI-powered system that captures, nurtures and converts every patient, client or lead.
AI SDR for Advisors
AI follows up on every lead within 60 seconds via SMS, email and voice — books discovery calls while you sleep.
Smart Scheduling
Round-robin booking, intake forms, and automated reminders cut no-shows and keep your calendar full.
Compliant Client Comms
Two-way SMS, email, and call recording — all archived and exportable for compliance review.
Pipeline Automation
Move every prospect from lead → discovery → proposal → onboarded with automated tasks and nurture.
Client Newsletters
Send market updates, birthday notes, RMD reminders and quarterly check-ins on autopilot.
Attribution & ROI
See exactly which campaigns, referrals and channels are sourcing real AUM — not just clicks.
Done-for-you automations
Pre-built workflows for financial advisors
Plug in proven automations on day one. No setup headaches — just activate, customize and watch your calendar fill up.
- Webinar registrant → AI follow-up + discovery booking sequence
- New lead → instant SMS, email and AI call within 60 seconds
- Discovery booked → pre-meeting intake form + reminders
- Proposal sent → 7-day nurture with case studies and FAQs
- New client → 90-day onboarding workflow with milestones
- Quarterly client review reminders triggered automatically
- Referral request campaigns to your top relationships
Loved by financial advisors
Real results from real financial advisors
"We tripled discovery calls in 90 days and added $4.2M in AUM. The AI follow-up is the unfair advantage."
Brian Whitfield, CFP®
Whitfield Wealth Partners
"Finally — one platform for CRM, scheduling, texting and email. My team got 12 hours back per week."
Lauren Kim
Operations Director, RIA
"Our seminar leads used to die in a spreadsheet. Magic books them on my calendar before I can even call."
Greg Patterson
Independent Advisor, FL
FAQ
Common questions
Is it compliant with FINRA / SEC requirements?+
Yes. All client communications are archived, exportable, and can be wired into your supervision and archiving vendors (Smarsh, Global Relay, etc.).
Can it integrate with my custodian or planning software?+
Magic integrates with Wealthbox, Redtail, Salesforce Financial Services Cloud, eMoney, RightCapital and more via native connectors and Zapier.
Will it work for solo advisors?+
Absolutely. Solo RIAs and small teams get the most leverage — the AI agents act like a full marketing and SDR team.
How fast can we go live?+
Most firms are fully implemented in 2 weeks, including pipelines, automations, integrations and team training.
Ready to grow your financial advisor practice on autopilot?
Join the financial advisors already winning with Magic Marketing Suite. Start today for just $1.