Your clients want to hear from you more. You have 200 of them.
Counsel drafts proactive client touchpoints — quarterly check-ins, life-event nudges, planning updates — in your voice. You review and send.
14-day trial · $0 today · connect Gmail in 2 minutes
The #1 reason high-net-worth clients leave their advisor: 'I never hear from them.' Touchpoint cadence is the moat.
For Financial Advisors
What ReplyBird does for your households.
Proactive client cadence
Every household gets a touchpoint draft on schedule — quarterly, birthday, major market event. Always in your voice.
Compliance-aware drafts
Counsel knows what an advisor can and can't say. Drafts stay inside the lines without sounding like a disclosure.
Inbox triage that thinks like an RIA
Distribution questions, beneficiary changes, RMD inquiries — categorized correctly, not lumped into 'finance.'
What you'll see
What you'll see on day one.
The same engine every vertical uses — calibrated to financial advisors. Real drafts from Sonnet 4.5, voice-matched from your sent folder.
Inbox digest
Friday updates
Commitment tracker
Instant responder
Demo
ReplyBird for financial advisors in 90 seconds.
Walkthrough video coming soon — Connect Gmail to try it on your inbox now.
From the blog
Playbooks for RIAs and independent financial advisors.
Tactical writing on inbox triage, lead response, client updates, and follow-through.
May 16, 2026
Responding to new prospect inquiries — the fiduciary-safe first reply
Prospective advisory clients comparison-shop hard. Your first reply has to be fast, fiduciary-safe, and structured to win the discovery call. Here is the template most RIAs should be using.
May 14, 2026
Handling client market-panic emails — the 4-step response framework
When the market drops 4%, your inbox fills up. How you respond in the next 6 hours determines client retention for the next 12 months. Here is the framework that works.
May 12, 2026
The monthly household update that keeps planning clients engaged between reviews
Most RIAs see clients quarterly or annually. The 60-90 day gap is when 'is my advisor actually doing anything?' starts to surface. A short monthly note prevents it almost entirely.
Pricing
One plan per team size. 14-day free trial, $0 today.
No training on customer data, ever.
Try ReplyBird free for 14 days.
Connect Gmail. ReplyBird learns your voice from your sent folder. First instant-response goes out the same day.