SLvia isn't just AI.

SLvia isn't just AI.

SLvia isn't just AI.

It's your new edge.

It's your new edge.

It's your new edge.

Built by advisors, for advisors - SLvia helps you write better, plan smarter, and reclaim your time.

Built by advisors, for advisors - SLvia helps you write better, plan smarter, and reclaim your time.

You Were Never Meant to Do It All

You Were Never Meant to Do It All

You Were Never Meant to Do It All

A paraplanner, junior advisor, marketing director, and compliance assistant all in one private AI powered workspace.

A paraplanner, junior advisor, marketing director, and compliance assistant all in one private AI powered workspace.

Draft personalized emails instantly

Draft personalized emails instantly

Create compliant social posts in your voice and style

Create compliant social posts in your voice and style

Summarize meetings & identify action items and client sentiment

Summarize meetings & identify action items and client sentiment

Analyze portfolios, taxes and estate plans with clarity

Analyze portfolios, taxes and estate plans with clarity

Meet Your New Team

Meet Your New Team

Meet Your New Team

Email Assistant

Email Assistant

Social Post Generator

Social Post Generator

Content Creator

Content Creator

Content Calendar

Content Calendar

Meeting Insights

Meeting Insights

Portfolio Analyzer

Portfolio Analyzer

Tax Reviewer

Tax Reviewer

Plan Reviewer

Plan Reviewer

Built for Advisors, Not Techies

Built for Advisors, Not Techies

Built for Advisors, Not Techies

No prompts. No tech skills. Just smart tools that write, prep, and analyze the way you do.

Monthly

$189.99

Limited Time

$99.99

/month

First 100 founding members only

Annual

Popular

$2279.88

Limited Time

$999

/year

First 100 founding members only

Enterprise

Custom

For firms looking for custom design and intergration

Reviews

Reviews

Reviews

What advisors are saying about SLvia.

What advisors are saying about SLvia.

  • “I really like to the feature to re-write emails I am sending out. It’s good to have them enhanced with better language.”

    David S.

    Financial Services Professional, New York Life

  • “This is amazing!!! I can now focus more on my clients rather than getting bogged down in administrative tasks.”

    Cherilyn L.

    Financial Services Professional, New York Life

  • “SLvia helps me save so much time with case prep and putting together reapproach documents for my clients.”

    Sofia D.

    Financial Advisor, Legatum Financial LLC

  • “As a business owner, I’m constantly juggling different tasks. SLvia definitely helps me organize my thoughts quickly and to streamline more effective client communication and marketing.”

    Erik B.

    Financial Advisor, High Point Financial Group, LLC

  • “I really like to the feature to re-write emails I am sending out. It’s good to have them enhanced with better language.”

    David S.

    Financial Services Professional, New York Life

  • “This is amazing!!! I can now focus more on my clients rather than getting bogged down in administrative tasks.”

    Cherilyn L.

    Financial Services Professional, New York Life

  • “SLvia helps me save so much time with case prep and putting together reapproach documents for my clients.”

    Sofia D.

    Financial Advisor, Legatum Financial LLC

  • “As a business owner, I’m constantly juggling different tasks. SLvia definitely helps me organize my thoughts quickly and to streamline more effective client communication and marketing.”

    Erik B.

    Financial Advisor, High Point Financial Group, LLC

Quick Answers on SLvia AI FAQs!

Quick Answers on SLvia AI

Quick Answers about SLvia AI

What is SLvia?

SLvia is an AI-powered platform designed specifically for financial advisors. It helps streamline your practice by automating tasks like organizing and analyzing client notes, generating personalized content, and ensuring compliance with FINRA’s rules and regulations.

What is SLvia?

SLvia is an AI-powered platform designed specifically for financial advisors. It helps streamline your practice by automating tasks like organizing and analyzing client notes, generating personalized content, and ensuring compliance with FINRA’s rules and regulations.

How does SLvia’s FINRA integration save me time on compliance checks?

How does SLvia’s FINRA integration save me time on compliance checks?

What types of tasks can SLvia help my practice with?

What types of tasks can SLvia help my practice with?

How does the personalized content creation work?

How does the personalized content creation work?

Is my client data secure with SLvia?

Is my client data secure with SLvia?

How do I get started with SLvia?

How do I get started with SLvia?

What happens after the 7-day free trial?

What happens after the 7-day free trial?

What kind of support does SLvia offer?

What kind of support does SLvia offer?

Created with

❤️

by the team at SLvia © 2024 - All rights reserved

Created with

❤️

by the team at SLvia © 2024 - All rights reserved

Created with

❤️

by the team at SLvia © 2024 - All rights reserved