These aren’t just tools.
These aren’t just tools.
They’re SLvia’s personalities. Each one trained to act like a part of your team. Each one’s trained in a different part of your workflow.
They’re SLvia’s personalities. Each one trained to act like a part of your team. Each one’s trained in a different part of your workflow.
Meeting Insights
Meeting Insights
Upload a recording, transcript, or messy notes, and SLvia delivers a crisp summary, key decisions, sentiment cues, and next steps. Every insight is tagged and voice-aligned, so your next move is always clear.
Upload a recording, transcript, or messy notes, and SLvia delivers a crisp summary, key decisions, sentiment cues, and next steps. Every insight is tagged and voice-aligned, so your next move is always clear.
Portfolio Analyzer
Portfolio Analyzer
Drop in a portfolio and SLvia gives you a client-ready summary that connects allocation to goals, flags risk drift, and tees up your next conversation. It speaks client, not spreadsheet.
Drop in a portfolio and SLvia gives you a client-ready summary that connects allocation to goals, flags risk drift, and tees up your next conversation. It speaks client, not spreadsheet.
Plan Reviewer
Plan Reviewer
SLvia reviews estate plans, business docs, or legal PDFs and distills them into clear summaries, blind spot alerts, and planning insights. You get both an advisor view and a client-friendly version.
SLvia reviews estate plans, business docs, or legal PDFs and distills them into clear summaries, blind spot alerts, and planning insights. You get both an advisor view and a client-friendly version.
Tax Reviewer
Tax Reviewer
SLvia pulls key insights, planning flags, and savings opportunities from tax documents — so you can show up informed and find hidden value others miss. No CPA license required.
SLvia pulls key insights, planning flags, and savings opportunities from tax documents — so you can show up informed and find hidden value others miss. No CPA license required.
Email Assistant
Email Assistant
SLvia turns your notes, bullets, or rambling drafts into polished, compliance-aware client emails. It sounds like you, remembers your tone, and never drops the ball on follow-ups.
SLvia turns your notes, bullets, or rambling drafts into polished, compliance-aware client emails. It sounds like you, remembers your tone, and never drops the ball on follow-ups.
Social Post Generator
Social Post Generator
SLvia drafts short, sharp, compliance-aware social posts that reflect your tone, not a template. Whether it’s a planning tip, a client milestone, or a punchy LinkedIn update, you get visibility without the blank-page blues.
SLvia drafts short, sharp, compliance-aware social posts that reflect your tone, not a template. Whether it’s a planning tip, a client milestone, or a punchy LinkedIn update, you get visibility without the blank-page blues.
Content Creator
Content Creator
From newsletters to blogs, SLvia transforms rough ideas into polished, on-brand, compliance-safe long-form content. It’s like having a ghostwriter who actually sounds like you — and works in minutes.
From newsletters to blogs, SLvia transforms rough ideas into polished, on-brand, compliance-safe long-form content. It’s like having a ghostwriter who actually sounds like you — and works in minutes.
Content Calendar
Content Calendar
No more scrambling for what to post. SLvia creates a strategic, on-brand, and seasonal content calendar that aligns with your goals. You get structure, clarity, and peace of mind — mapped across platforms.
No more scrambling for what to post. SLvia creates a strategic, on-brand, and seasonal content calendar that aligns with your goals. You get structure, clarity, and peace of mind — mapped across platforms.
