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Companies / AdvisorTech / AI Assistants/Agents

Subatomic

AI Your Way | AI Co-Worker Agents

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Drafts emails · Writes client emails and replies for you to send
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Meeting notes · Records meetings and writes the notes
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Works in your CRM · Reads and updates records, notes and tasks in the CRM
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Reads documents · Pulls data from statements, tax returns, estate documents and forms
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Uses account data · Answers questions with live custodian or portfolio data
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Client & prospect research · Researches clients and prospects before you meet
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Planning analysis · Answers planning and tax questions about a client
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Takes actions on its own · An agent: finishes multi-step tasks, not just answers
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You approve before it acts · Nothing goes to a client or a system until you OK it
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Build your own workflows · Set up your own prompts, agents or automations
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Compliance review · Checks emails and content for compliance before they go out
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Marketing content · Writes posts, newsletters and other marketing
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Doesn't train on your data · Your and your clients' data isn't used to train AI models
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Mobile app · A native iOS or Android app
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Open API · A documented API for other tools
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MCP server · AI assistants like Claude and ChatGPT can use it
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