OpenClaw Setup

Grow Assets Under Management Without Growing Overhead

Financial advisors spend hours each week on client communication, onboarding paperwork, and compliance documentation. AI agents handle the operational burden so you can serve more clients and grow your AUM.

AI Agents for Financial Advisors
Your Agent Fleet

4 Agents. Every Role Covered.

Each agent has a defined role and operates autonomously within your existing tools and channels.

Prospect Qualifier

Captures leads from your website and referrals, collects financial goals and investable assets, and schedules discovery calls with qualified prospects only.

Onboarding Coordinator

Guides new clients through account paperwork, collects required documents, tracks signature status, and escalates blockers before they delay account opening.

Client Touchpoint Agent

Sends scheduled account reviews, market commentary summaries, and birthday or milestone messages. Maintains the relationship cadence your clients expect.

Compliance Tracker

Monitors required disclosures, annual review schedules, and documentation requirements. Flags items that need advisor attention before they become compliance issues.

What They Handle

Real work. Not demos.

See how a financial advisor agent fleet lets you scale client relationships without scaling your team

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  • Lead capture and qualification from your website
  • New client onboarding and document collection
  • Scheduled client touchpoints and review reminders
  • Market update and commentary distribution
  • Compliance documentation tracking and alerts
  • Referral follow-up and relationship nurture
Results

What your fleet delivers

Qualify more prospects without manual screening

Cut onboarding time from weeks to days

Maintain consistent touchpoints across a larger client base

Reduce compliance risk with automated tracking

Pricing

Choose your starting point

Every engagement starts with a free discovery call. No commitments.

Setup

$500 - $1,500

Get started with AI agents handling your core workflows.

  • OpenClaw installation and configuration
  • 1-3 AI agents with defined roles
  • Connect to 1-2 channels (Slack, Discord, etc.)
  • Basic skills: scheduling, Q&A, task management
  • Knowledge base with your key documents
  • 2 weeks of post-launch support
  • Documentation and training for your team
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Most Popular

Vertical AI Package

$2,000 - $5,000 + $300-500/mo

Industry-specific agent fleet built for how your business actually operates.

  • 3-5 specialized AI agents for your industry
  • Custom skills: lead routing, document processing, client comms
  • CRM, calendar, and database integrations
  • Agent-to-agent coordination workflows
  • Industry-specific knowledge base and SOPs
  • Monthly maintenance, updates, and skill tuning
  • Priority support with dedicated Slack channel
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Managed AI Operations

$1,000 - $3,000/mo

We run your entire AI operation. You focus on your business.

  • Full fleet management and monitoring
  • 24/7 health checks and auto-recovery
  • Regular skill updates and capability expansion
  • Performance reporting and optimization
  • New agent deployment as needs grow
  • Dedicated support team
  • Quarterly strategy reviews and roadmap planning
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FAQ

Frequently Asked Questions

What is OpenClaw?
OpenClaw is an open-source platform for deploying and managing AI agent fleets. Agents connect to your communication channels, use tools and skills, coordinate with each other, and handle real work autonomously. SmartQix runs 19 agents on it daily.
Do I need my own server?
You can use yours or ours. We typically deploy on a VPS (Hetzner, DigitalOcean, AWS) starting at $20-50/month for infrastructure. We handle all the setup either way.
Which AI models do agents use?
OpenClaw supports Claude, GPT, Gemini, and open-source models. We pick the right model for each agent's role. Most agents run on Claude Sonnet for the best cost-performance balance.
How long until agents are productive?
Basic setups are productive within a week. Vertical packages with custom skills take 2-4 weeks. Agents start handling real tasks from day one of deployment, improving as we tune their skills.
Can I modify agents myself?
Yes. Agent behavior is defined in markdown files (SOUL.md, AGENTS.md) that you can edit. We train your team on configuration. For complex skill development, we handle that.
What happens if an agent makes a mistake?
Agents operate within defined guardrails. Critical actions require human approval. All agent activity is logged and auditable. We set up monitoring so you catch issues before they matter.

Ready to deploy your agent fleet?

Free discovery call. We audit your workflows and show you exactly what agents can handle.

Book a Free Discovery Call