Reclaim 60% of your week.
Without growing your team.
Tempra's Advisor Operating Copilot handles the admin, meeting prep, CRM updates, follow-ups, compliance, so your advisors can focus on what actually grows the book: relationships, planning, and trust.
Every advisor on your team spends most of their week not advising.
Meeting prep. CRM updates. Compliance documentation. Follow-up emails. The work that should differentiate your firm, deep client relationships, personalized planning, proactive outreach, gets squeezed into the margins of the calendar.
Hours lost to admin
Pre-meeting research, post-meeting summaries, CRM logging, task creation, follow-up drafting. Multiplied across every client interaction, every week.
Compliance anxiety
Communications surveillance is reactive. Disclosures get missed. Audit prep eats weekends. Risk lives in unmonitored gaps.
Personalization breakdown
Your top advisors deliver white-glove service to 50 clients. Above that, the experience commoditizes. Growth caps out at headcount.
Institutional memory loss
When a senior advisor retires, two decades of context, relationships, and judgment walk out with them. No system captures it.
Your AI Co-Advisor.
Every morning, every advisor.
Tempra Capital is an AI Co-Advisor built for independent Registered Investment Advisors. An always-on intelligence layer that synthesizes fragmented client data, CRM, planning tools, custodian feeds, email, and meeting transcripts, into a ranked Daily Priority Briefing each morning. Life event triggers monitored per client household. Personalized outreach in one click. Compliance monitoring baked into every workflow.
Daily Priority Briefing
Each morning, a ranked list of Next Best Actions across the client book. Draft + reasoning + one-click send.
Life Event Intelligence
Every household monitored for life event triggers, Medicare, RSU, estate, referral. Never a missed moment.
Personalized Outreach
Every message reads the client's full history before drafting. No templates. Send in one click, in your voice.
Compliance, Always On
Rebalancing authorizations, documentation deadlines, suitability flags, surfaced before problems arise.
Augments your existing stack, Wealthbox · Redtail · eMoney · MoneyGuide · Schwab · Fidelity, no rip-and-replace, no migration.
Six specialized AI OS Solutions.
Working in coordination, under your control.
Advisor Operating Copilot
Auto-prepares client meeting briefs. Summarizes interactions. Drafts follow-ups. Updates CRM. Retrieves historical context. Coordinates tasks across systems. Your daily command center.
Compliance Guardian
Continuously surveils communications, portfolio activity, disclosures, and approvals. Real-time AI policy interpretation. Audit trails generated automatically. From reactive to proactive.
Hyper-Personalization
Generates personalized portfolio commentary, tax insights, life-event recommendations, and investment explanations for every client at scale. White-glove without the headcount.
Relationship Intelligence
Tracks client sentiment, engagement quality, life-event signals, and communication gaps. Recommends proactive outreach. Retention becomes a measurable system.
Knowledge Intelligence
Captures the tacit knowledge of your senior advisors before it walks out the door. Builds a living institutional knowledge graph. Onboarding becomes weeks, not years.
Client Acquisition
Automates prospect scoring, outreach personalization, nurture campaigns, and conversion analytics. Lead intelligence beyond spreadsheets and gut feel.
From operational survival
to operational leverage.
Before Tempra
- ↳ 90 minutes prepping for a single review meeting
- ↳ 45 minutes updating CRM after each client call
- ↳ Compliance review delayed by 2–3 days
- ↳ Quarterly commentaries personalized for top 20% of clients only
- ↳ Client touchpoints driven by calendar, not signals
- ↳ Audit prep consumes one week per quarter
After Tempra
- ↳ Full meeting brief auto-delivered 30 minutes before
- ↳ CRM auto-updated; follow-ups drafted for your approval
- ↳ Compliance flagged in real-time; nothing falls through
- ↳ Personalized commentary for every client, automatically
- ↳ Outreach triggered by life events, sentiment, and engagement
- ↳ Continuous audit trail. Always ready.
The firms that adopt this first
will not be caught.
Advisor capacity unlocked
Time returned weekly for relationship-building, planning, and client acquisition.
Effective book size
Maintain white-glove standards across 3× the clients per advisor.
Time to first ROI
Tier 1 AI OS Solutions deployed and measured within one week.
Illustrative impact ranges. Actual outcomes depend on firm size, current tooling, and deployment phase. Discussed transparently in your demo.
Sign in and start Monday differently.
Every advisor on your team gets a morning brief before they sit down: which households moved, which conversations are overdue, which meetings need prep, and which compliance items need a decision. It is the first tab you open, not another system to remember.
Your firm's data stays inside your firm's boundary. Nothing your advisors enter trains a model used by anyone else.
- Morning brief per advisor, per book, generated overnight
- Meeting prep and agendas drafted from your CRM and custodian records
- Portfolio construction that enforces IPS constraints as hard rules
- Follow-up notes, CRM updates, and task creation written back automatically
- Compliance surveillance running continuously, with the audit trail written as it goes
New to Tempra? Schedule a demo and we'll provision your firm.
Reclaim your week. Grow your firm.
We'll walk your actual Monday morning — the prep, the follow-ups, the compliance queue — and show you what the platform absorbs. Bring a real client scenario. Thirty minutes.