Advisory

Every client reviewed. Every story ready.

Spire groups clients into families, schedules reviews by tier across your RMs, and turns a client's statement into a report they actually read.

Real Spire screens with sample data

Families, not folios

Members, total AUM, tier and the assigned RM in one view, with the family's full history on a timeline.

Set how often each tier is reviewed. Spire spreads the reviews across your RMs and shows how much of your book is covered.

After a review, AI drafts the note in plain language — following your firm's own guidance for each tier. Your RM edits and approves it.

Upload a statement once. Spire works out XIRR for mutual funds and direct equity, tracks dividends and compares against a benchmark index.

Unrealised gains by holding, and a tax-harvesting plan — calculated, not guessed.

Reviews and client follow-ups due today sit on each RM's Home list next to their leads and queries. Owners see reviews on time across the team.

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