Your agent analyzes client documents, logs into provider portals with your credentials, generates client-ready info sheets and comparisons, and does the research your day never has room for.
Independent advisors — financial, legal, insurance, consulting — spend more time on client paperwork than client conversations. Bills to analyze. Policies to check. Quotes to compare. Intake forms to fill. Fasrad’s AI advisor assistant takes that layer off your plate.
Forward a client’s document (policy PDF, utility bill, statement, contract) and your agent extracts the key numbers, answers the specific question you’re holding for the client, and drafts a client-ready info sheet in your voice. Need to log into a provider portal to pull a quote? Your agent holds credentials securely and runs the flow.
Strongest benefits:
Your agent maintains memory per client — their situation, their past questions, their current needs — so every new task starts with context instead of re-briefing. It drafts in your voice because you’ve shared past documents; it handles your intake forms because you’ve configured them once.
This is your junior analyst who never takes a day off — freeing your billable hours for the work only you can do. No code, no technical setup, and credentials stay encrypted in your account.