AI-Powered Process Agents Designed Uniquely for Advisory Firms’ Secure Ecosystems
Dynamic Advisor Solutions (“Dynamic”), a leading RIA and provider of integrated business solutions for wealth advisors, announced a strategic partnership with Aculis, a pioneering artificial intelligence platform, to develop and deploy a secure AI enterprise solution, serving as the intelligent engine behind Wealth360™, the firm’s integrated tech stack accessible through a single sign-on.
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Built on Aculis’ highly secure, model-agnostic and modular platform, the new AI layer will be deployed across Dynamic’s advisor network… enabling deeper automation, personalization and insight generation across every function of the advisory business…
Built on Aculis’ highly secure, model-agnostic and modular platform, the new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business — all within a protected enterprise environment, keeping firm, practice and client data private, segmented and unique to each advisor’s business model.
The Dynamic-Aculis solution will introduce numerous AI workflow and process agents, i.e., intelligent digital assistants trained specifically trained for Dynamic’s advisors and staff. These agents will streamline daily operations, automating routine tasks from knowledge queries, compliance checks, workflows for client onboarding and communication, generating personalized client and advisor outreach, to surfacing key business insights in real time.
“Our alliance with Aculis marks a new day for Dynamic and the future of how AI will power our affiliated advisory firms,” said Jim Cannon, Dynamic founder and CEO. “We’re honored to be the first enterprise engagement for Aculis’ world class AI architecture as we continue our relentless pursuit of innovation and the intentional balance of technology and people.”
Unlike open consumer AI tools, the new architecture ensures sensitive client information and proprietary work processes never leave the Dynamic platform. This will include data from Dynamic’s CRM, portfolio accounting, email, document management, financial planning, custodian and other systems.
“Our goal with Dynamic is to show that AI can be powerful and responsible at the same time,” said Asad Naeem, Aculis founder and CEO. “We’ve created an enterprise-grade platform that enables enterprises to deploy world-class AI agents with complete flexibility to match the enterprise’s needs, while at the same time adhere to the strictest standards of data security and governance.”
The Dynamic-Aculis partnership is in close collaboration with Dynamic affiliate firm Crestview Capital Management in Thousand Oaks, Calif. Managing partners Brian Bucell, CFP® and Tom McCann, CFP® are co-founders of Aculis and serve as strategic advisors.
“Tom and Brian’s real-world insights from the advisor perspective are helping shape and refine the first generation of advisor and client workflow agents deployed across Dynamic’s network,” added Cannon. “It’s not just about having AI, it’s about building an intelligent ecosystem that continually learns, adapts, and improves the productivity and ability to better serve more clients.”
Members of the Aculis team, including Naeem, McCann, Bucell and Chief Technology Officer Ehsan Mahpour, will attend Financial Planning’s Advise AI conference, Oct. 28-29, at Wynn Las Vegas in Las Vegas, booth #12. Dynamic’s Chief Technology Officer Justin Patrick and Chief Business Development Officer Steve Kulesza, CFP® will be on hand to discuss the partnership’s significance for the independent advisor community.
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