Built to help financial advisors preserve client relationships, document investment strategies, and plan succession. Turn decades of client knowledge into institutional intelligence.
14-day free trial • $299/advisor/month • SEC compliant
See how Perpetual Core transforms client relationships and practice efficiency
Traditional Advisory Workflow
Quarterly review with the Johnsons tomorrow. Frantically search through email, CRM notes, and old files to remember their goals, concerns, and investment rationale. Takes 90 minutes.
Client asks why you recommended municipal bonds 2 years ago. Can't remember the specific rationale. Explanation feels generic. Client loses confidence.
Compliance audit. Need to document suitability justifications for 50 clients from last year. Dig through meeting notes and emails. Some context is just... gone.
Realize you forgot to follow up with 3 prospects and missed a client's daughter's college planning deadline. Feel overwhelmed by details slipping through cracks.
AI-Powered Advisory
Ask AI: "Show me everything about the Johnsons." Get instant access to investment goals, risk tolerance changes, family updates, and portfolio rationale. Prep in 10 minutes.
Client asks about muni bonds. AI instantly surfaces: "Tax optimization for high-income year, state-specific benefits, capital preservation goal before daughter's college." Client impressed.
Compliance audit. AI pulls complete suitability documentation, meeting notes, and investment rationales for all 50 clients instantly. Everything documented, searchable, and audit-ready.
AI reminded you Monday about all follow-ups and deadlines. College planning discussion happened on time. Prospects received personalized check-ins. Clients feel valued.
Illustrative example showing potential improvements. Actual results vary by practice size and client complexity.
When advisors retire or sell practices, client knowledge and relationship history disappears. Perpetual Core captures and preserves your practice's client intelligence so value transfers completely.
When experienced advisors retire, decades of client preferences, family situations, investment rationales, and relationship nuances disappear forever.
Industry average: 40% of clients leave within 2 years of advisor transition. They don't trust the new advisor who knows nothing about their situation.
Buyers discount purchase price when client knowledge isn't documented. Your 30-year practice sells for far less than it's worth.
Junior advisors inheriting clients know nothing about investment history, family dynamics, or why portfolios are structured as they are.
Capture every client conversation, investment decision, family situation, and relationship detail. Knowledge stays with the practice forever.
Buyers access complete client history instantly. They call clients knowing everything. Retention rates jump to 90-95% instead of industry avg 60%.
Documented client intelligence increases practice value by 25-40%. Buyers pay premium for transferable institutional knowledge.
New advisors ask AI about any client and get complete history. They're productive from day one with decades of relationship context.
How one advisor preserved 30 years of client relationships and maximized practice value
Senior advisor with 30 years of experience and $500M AUM retiring. Planning to sell practice to junior partner. Clients nervous about transition—they've worked with him their entire adult lives. Most client knowledge (preferences, family situations, investment rationale) lived in his head. Buyers worried about retention and offered 30% below market value.
Six months before sale, uploaded to Perpetual Core:
The buyer accessed complete client context before first conversations:
The Bottom Line: Your practice's client intelligence becomes a transferable asset worth hundreds of thousands more in sale price. Clients receive seamless transitions instead of starting over with strangers.
Never feel unprepared for client meetings or compliance questions. Your AI coach answers questions 24/7 and helps you access any client information instantly.
Need to remember why you recommended that tax strategy? Want to recall a client's investment timeline? Preparing for a review? Just ask your AI Coach.
Real example conversation
"Tell me about the Anderson family's investment goals and risk tolerance."
Here's the Anderson family context:
💡 Note: They're nervous about bond losses. Good opportunity to discuss duration strategy.
"Why did we shift them to moderate-conservative in 2021?"
March 2021 meeting: They experienced stress during COVID volatility and wanted to reduce equity exposure as retirement approached. You recommended shifting from 80/20 to 60/40 allocation to improve sleep quality while maintaining growth potential.
Access any client or practice information instantly
Everything you need to manage clients, ensure compliance, and plan succession
Capture every client interaction, preference, and relationship detail. Build deeper trust through perfect recall of goals, family situations, and communication history.
Document portfolio rationale, suitability justifications, and investment decisions. Never forget why you made a recommendation or struggle with compliance audits.
Maintain audit-ready documentation, track suitability standards, and access regulatory guidelines. SEC compliant with complete audit trails and encrypted data.
Store estate planning documents, beneficiary designations, and trust information. Help clients and heirs access critical information when needed most.
Document why every position exists in every portfolio. Explain recommendations years later with complete context and original reasoning intact.
Preserve institutional knowledge for transitions. Maximize practice value with documented client intelligence that transfers seamlessly to buyers.
Built to solve the real challenges advisors face every day
Before quarterly reviews, ask AI for complete client context. Get instant access to goals, portfolio changes, family updates, and conversation history. Cut prep time from 90 minutes to 10.
Document discovery conversations, risk assessments, and financial goals. Build complete client profiles that serve you for decades. Never lose critical information again.
Transfer complete client knowledge to successors. Maximize practice value with documented institutional intelligence. Achieve 90%+ client retention through seamless transitions.
Maintain audit-ready suitability documentation automatically. Track all client interactions and investment rationales. Respond to compliance requests in minutes instead of days.
Built to preserve client relationships, ensure compliance, and maximize practice value
After meetings, calls, and emails, capture key details: goals discussed, concerns raised, decisions made. AI organizes everything automatically and makes it instantly searchable.
Ask questions in natural language: "Show me the Anderson family's goals" or "Why did I recommend munis for this client?" Get complete answers from decades of documentation in seconds.
The more you document, the more valuable your practice becomes. Client intelligence compounds over years, creating transferable institutional knowledge worth premium multiples.
Advisors forget critical details about client situations, preferences, and investment history. Scrambling to remember context before meetings damages trust and wastes hours searching notes.
When advisors retire, client knowledge walks out the door. Buyers struggle with transitions. Retention plummets. Practice values drop 30-40% due to undocumented relationships.
Advisors panic during audits because suitability documentation is incomplete or lost. Scrambling to reconstruct investment rationales from memory creates regulatory risk.
Preserve complete client context forever. Transfer knowledge seamlessly to successors. Maintain audit-ready compliance documentation automatically. Build a practice worth 40% more.
See exactly what changes when advisors adopt Perpetual Core
| Feature | Old Way | Perpetual Core |
|---|---|---|
| Client Review Preparation | 90 minutes searching notes, emails, CRM | 10 minutes with complete client context instantly |
| Investment Rationale Recall | Vague memory or 'I don't remember why' | Exact reasoning with full context from your notes |
| Compliance Documentation | 6+ hours scrambling during audits | 45 minutes—everything documented and searchable |
| Practice Succession | 40% client attrition, knowledge lost forever | 95% retention—complete transfer of client intelligence |
| New Advisor Onboarding | Months learning clients through trial and error | Days—instant access to complete client histories |
| Client Follow-Ups | Forgotten commitments, missed opportunities | AI-powered reminders with full context |
| Estate Planning Tracking | Scattered documents, lost beneficiary info | Organized knowledge base accessible by heirs |
| Practice Valuation | Standard multiples, undocumented relationships | 25-40% premium for documented client intelligence |
| Relationship Depth | Clients feel like numbers—'He forgot my situation' | Perfect recall creates trust—'She remembers everything' |
| CRM Integration | CRM has facts but no context or reasoning | AI adds institutional memory and decision context |
| Regulatory Compliance | Incomplete records, reconstruction from memory | Complete audit trails, SEC-compliant documentation |
Advisors using Perpetual Core save 10+ hours per week, achieve exceptional succession outcomes, and sell practices for 25-40% premium multiples.
See How It WorksEverything you need to know about Perpetual Core for financial advisors
Schedule a call with our team. We'll answer all your questions and show you exactly how Perpetual Core works for financial advisors.
Preserve client relationships and maximize practice value
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Join advisors who are building institutional intelligence, maximizing practice value, and planning seamless successions with Perpetual Core.
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