AI tools that turn every retirement conversation into client engagement.

Your retirement wellness practice:

• Live in one business day.
• Clients engaged before they walk in.
• The Gap Finder nobody else offers.

What AI tools help financial advisors with retirement client engagement?

Grace AI is a retirement-specific AI platform that gives financial advisors five integrated tools: a Retirement Gap Finder that assesses 10 planning areas, a Social Security conversation engine with break-even analysis and spousal coordination, book intelligence that shows which clients are engaged, drifting, or need you now, automated 7-day engagement sprints with email follow-ups, and a content engine that generates retirement wellness articles, social posts, and emails from your client data. Every tool feeds into a single client profile so each interaction builds on the last.

What is a live avatar AI and how does it work for financial advisors?

A live avatar AI is a visual, voice-enabled AI assistant that clients can see and speak with in real time, like a video call with an AI retirement specialist. Grace AI offers live avatar conversations as an add-on for advisor plans. Clients visit your branded advisor page, click to start a voice conversation, and see Grace's avatar responding naturally. This is especially effective for clients who prefer talking over typing, or for practices serving older adults who find face-to-face interaction more trustworthy than chat windows. The avatar handles Social Security questions, Medicare timing, and retirement wellness topics while logging every conversation in your dashboard.

How does Grace AI improve retirement client retention for advisors?

The average advisor loses 10-15% of AUM in the first two years of a client’s retirement because clients feel unsupported between meetings. Grace keeps clients engaged through automated 7-day engagement sprints, proactive check-ins, and always-on availability via chat, voice, live avatar, and SMS. Every conversation is logged with gap detection and engagement signals, so you know exactly which clients need attention and why, before they start looking elsewhere.

How quickly can I deploy Grace AI for my practice?

Most advisors are live within one business day. Sign up, choose Silver ($299/month) or Gold ($799/month), customize your branding and greeting, and share your link. Grace builds your branded retirement wellness hub automatically, with no developers, no code, and no implementation calls. If you're on Gold, document training on your firm's content takes an additional 24-48 hours.

Is Grace AI FINRA and SEC compliant for financial advisors?

Grace is designed to stay in the educational and wellness lane. She never gives fiduciary advice, never recommends specific products, and never makes trade suggestions. Every conversation is logged with full audit trail. Grace explicitly discloses that she is an AI and directs clients to you for personalized financial advice. This compliance-ready architecture means Grace handles the 80% of client conversations that are educational while surfacing the 20% that require your professional judgment.

What is a Retirement Gap Finder and how do advisors use it?

The Retirement Gap Finder is a free, 5-question assessment tool that checks 10 critical retirement planning areas: savings adequacy, withdrawal strategy, healthcare costs, Medicare enrollment timing, tax-efficient withdrawals, Social Security claiming strategy, long-term care, purpose and identity, health planning, and partner alignment. It generates a severity-scored gap report. Advisors embed it on their website or share it as a link. Prospects discover blind spots they didn't know they had, and 40% book a discovery call. No other advisor tool assesses retirement readiness across both financial and non-financial dimensions.

Do my clients need to download an app to use Grace?

No. Grace runs entirely in the browser, with no app downloads, no accounts, and no passwords. Clients click your link and start talking. Voice AI works via a dedicated phone number. Live avatar works in any modern browser. WhatsApp works from any phone. This zero-friction access is critical for the 50+ demographic who may not want to install another app.

What data and analytics do advisors see from Grace AI conversations?

Your dashboard shows conversation summaries, Gap Finder results, retirement wellness plans, engagement trends over time, and a full message history. Gold tier adds book intelligence, a visual map of your whole book showing who is engaged, who is drifting, and who needs you now, with drill-down to individual clients. You can see which clients are stuck on healthcare costs, Social Security timing, or identity loss, and prioritize outreach accordingly.

Can I white-label Grace AI with my firm's branding?

Yes. On Gold tier and above, Grace appears under your firm's brand with your colors, logo, name, and custom greeting. You can upload PDFs and documents representing your firm's philosophy, specialties, and approach. Grace incorporates this into her conversations so she sounds like an extension of your practice, not a generic chatbot. Your clients never see the My Plan Keeper brand. They see your firm's retirement wellness hub.

How does Grace compare to other AI tools for financial advisors?

Most AI tools for financial advisors are general-purpose chatbots, robo-advisors, or portfolio analytics. Grace is purpose-built specifically for retirement conversations like Social Security timing, Medicare enrollment, COBRA transitions, Roth conversions, and identity and purpose planning. She doesn't manage portfolios or give investment advice. She handles the educational and emotional side of retirement that advisors don't have time for, and surfaces the planning opportunities that require your expertise. Grace includes a Social Security conversation engine, book intelligence, and a Retirement Gap Finder that no other advisor tool offers.