Milpitas, California-based wealthtech firm JIFFYAI on Wednesday announced the launch of AI Advisor Companion at the T3 Technology Conference. The tool is designed to help advisors simplify client interactions, provide personalized advice and boost productivity.
The firm said the solution helps with meeting preparation, scheduling, follow-ups,
note-taking, client reviews, onboarding support and compliance-ready documentation. It will integrate with CRMs, custodians and planning systems, the firm added.
“Advisors are expected to do more than ever, but their technology hasn’t kept pace,” Tim Highland, Group President at JIFFYAI, said in a news release. “The Companion brings together insights, workflows, and data into one unified experience. This helps firms improve advisor efficiency, scale operations, and create a more modern and responsive client engagement model.”
The solution was built on JIFFYAI’s AI-based enterprise platform and connects with its Unified Onboarding, Advisor Desktop and Seamless Servicing applications. Combined, the firm said these solutions support “the whole client lifecycle.”
“AI should remove friction, not add complexity,” according to Babu Sivadasan, CEO of JIFFYAI. “With Companion, we are giving advisors a trusted digital partner—helping them stay prepared, respond faster, and build stronger relationships. Our goal is to help wealth firms unlock the full potential of their advisors and deliver exceptional client experiences at scale.”
AI Advisor Companion is “about giving time back to advisors,” according to Manish Pandey, Head of GTM and CMO at JIFFYAI. “The Companion eliminates manual tasks, captures insights automatically, and ensures nothing falls through the cracks. Wealth firms can increase advisor productivity, accelerate growth, and deliver more consistent, high-quality client experiences.”
JIFFYAI’s clients, it said, include Axos, Citizens Bank, Jordan Park and Wealthspire.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
