Supercharge your practice with an extra worker.

Every day, Vega gets more knowledgeable about your firm, your personal style, and your clients. Vega syncs with your email client, your meeting software, your CRM, and more. It also learns from your internal data (advisor communications, client deliverables, articles and blog posts, podcasts, etc.). 

With your context in mind, Vega brilliantly handles your repetitive tasks. Meeting prep, note-taking without an awkward bot, and meeting follow-up email; response draft to every client email; task management and CRM updates; and content creation; are all automatically completed as if by an associate advisor who has spent years at your side.

Vega was built by financial advisors working in the independent space.