Reclaim 2 months of your time every year with AI-driven automation or you don't pay
— so you can focus on clients, not paperwork.
Transform manual client reports and meeting prep into automated workflows. Secure, compliant AI tools built specifically for financial advisors.
Our AI Solutions
Purpose-built tools that transform time-consuming manual processes into automated workflows, giving you more time to focus on what matters most — your clients.
Smart Client Report Builder
Automatically generate branded, data-rich performance summaries from client portfolios — no integrations required.
- Drag-and-drop portfolio upload
- Branded report templates
- Performance analytics & insights
- PDF export ready for client meetings
EstatePlan Summary AI
Upload complex will or trust documents and receive a clear summary with key provisions and missing elements highlighted.
- Document parsing & analysis
- Key provisions extraction
- Gap analysis for missing elements
- Executive summary generation
Client Meeting Prep Assistant
Instantly create a prep sheet summarizing each client's goals, portfolio updates, and talking points before every meeting.
- Client profile aggregation
- Goal tracking & updates
- Market context & talking points
- Action items & follow-ups
Custom AI Solutions
Need something specific? We build tailored AI solutions that integrate seamlessly with your existing workflow and address your unique business challenges.
- Custom workflow analysis & design
- Bespoke AI tool development
- CRM & software integrations
- Ongoing support & optimization
Ready to transform your workflow?
Schedule a free consultation to see how our AI solutions can save you 10+ hours monthly.
Book Your Free AI AuditSee AI in Action
Watch how our Estate Summary AI transforms complex estate plans into clear, actionable reports in seconds—saving hours of manual work.
Instant Analysis
Upload estate documents and get comprehensive summaries in seconds
Comprehensive Review
AI-powered analysis captures key details and highlights areas for your expert review
Secure & Compliant
Bank-level encryption keeps sensitive client data protected
Ready to see how it works for your practice?
Schedule a Live DemoCalculate Your Time & Cost Savings
See how much time and money you could save by automating your repetitive tasks with our AI solutions.
Your Current Workload
Each report typically takes 1.5 hours to create manually
Each meeting prep typically takes 45 minutes
Each review typically takes 2 hours to complete
What you charge clients or your internal value per hour
Time Savings
Cost Savings
Ready to start saving 0 hours per month?
Get Your Free AI AuditAuric Automations
AI Solutions for Financial Advisors
Built With Enterprise Technology
Why Choose Auric Automations
Auric Automations was founded by Bilal Shaikh, a software engineer with extensive experience in quantitative analysis and automation. After working with financial systems and data-heavy applications, we recognized how much time advisors lose on repetitive client tasks.
We built Auric Automations to deliver real, secure AI tools to financial professionals — not generic chatbots, but specialized systems that directly save time and strengthen client relationships.
Our tools are purpose-built for the financial advisory industry, ensuring compliance, security, and accuracy while delivering measurable time savings that let you focus on what you do best: serving your clients.
Industry-Specific
Built specifically for financial advisors, not generic solutions
Secure & Compliant
Enterprise-grade security with full data privacy protection
Rapid Implementation
Up and running in 1-2 weeks with minimal technical setup
Innovation Focus
Constantly improving and expanding AI capabilities
Ready to Transform Your Business with AI?
Let's discuss how AI can help your financial advisory practice grow. Book a free consultation - no sales pitch, just honest advice.
Prefer to reach out directly?
contact@auricautomations.comFrequently Asked Questions
Get answers to common questions about our AI solutions
We primarily serve independent financial advisors, wealth managers, and estate planners who want to automate reporting, summaries, and prep tasks. Our solutions are designed for advisors managing $50M+ in assets who value efficiency and client service excellence.
Our tools work great with simple uploads — just upload reports, spreadsheets, or PDFs to get started quickly. No complex setup required. If you have specific integration needs or want to connect your existing CRM, we can also build custom integrations tailored to your workflow.
Most clients are up and running within 1–2 weeks, with no major technical setup required. We provide comprehensive training and support to ensure you're maximizing the value of our AI tools from day one.
Absolutely. We use encrypted storage and processing, and no data is shared with external models or third parties. All data processing happens in secure, isolated environments with enterprise-grade security protocols that meet financial industry standards.
We offer flexible pricing based on your specific needs, including the number of users, custom features, and usage volume. During our consultation, we'll discuss your requirements and create a customized pricing plan that fits your practice and budget.
Still have questions?
Schedule a free consultation to get personalized answers about how our AI solutions can transform your practice.