In a commoditized market, the advisors who win aren't the ones with better portfolios—they're the ones who deliver service clients can't get anywhere else.
Every advisor has the same ETFs and portfolios
Clients can get generic advice anywhere
Fee pressure is relentless and only growing
The only way to stand out is through service—but you're buried in admin work
An advisor who knows their whole life, not just their portfolio
Proactive insights before they even ask
Someone who feels like family, not a vendor
Peace of mind that someone is watching out for them
The gap between what clients want and what you have time to deliver—that's where you become irreplaceable.
Fojo is the first platform where AI doesn't just assist—it does the work that makes you irreplaceable.
Stop doing busy work. Start doing the work that makes you irreplaceable. AI handles the prep so you can focus on relationships.
Be the one who calls them first. Tax law changed? Client's company acquired? Their daughter got engaged? Know before they tell you.
Remember every detail. Make every client feel like your only client. AI captures everything so nothing falls through the cracks.
A unified view of every client relationship, powered by AI that works while you sleep.
Real-time sync
Data flows automatically from all your sources
AI-powered insights
Surface opportunities you'd otherwise miss
Family-wide view
See relationships, not just individuals
Setup in 15 minutes. Your first proactive insight within 24 hours.
Email, CRM, documents, calendar. Everything syncs automatically and stays current—no manual imports, no batch processing.
Every interaction builds a richer picture. Grandchild mentioned in an email? Captured. Vacation home in a meeting? Logged. No data entry required.
Get your first proactive alert, prep your next meeting in minutes, send that note you'd have forgotten. Value from day one.
Each capability maps directly to what makes top advisors stand out.
Tax law changed? Know which 12 clients to call by Friday. Client's company acquired? Congratulate them first. Their daughter got engaged? Send a note before they tell you.
Show clients a dashboard of everything you've done for them this year. When they see the full picture, they'll never question your fees again.
Every family member gets secure access to their documents. Their kids can find estate planning info when they need it. You become the organizing force for their entire financial life.
The AI remembered their daughter's wedding date. Did you? Every detail from every interaction, automatically captured and surfaced when you need it.
One click: Full client briefing with recent events, action items, family updates. One click: Presentation deck in YOUR firm's template. One click: Talking points personalized to their values.
"Prepare for my Johnson meeting tomorrow" → Full briefing + slides + talking points. "Research college funding for the Martinez family" → Comparison report ready by morning.
See how leading advisors are transforming their practices with AI-powered intelligence.
“What used to take 2-3 hours now takes 10 minutes. I walk into every client meeting more prepared than I've ever been—and my team isn't working nights anymore.”
“When I can recall specific conversations from months ago and proactively bring up their daughter's college decision timeline, they know they're getting something different. Fojo makes that level of service scalable.”
“Prospects tell us our onboarding experience and ongoing service feels more sophisticated than firms with 10x our headcount. That's Fojo.”
The moments that make you irreplaceable are happening right now. Are you catching them?
The tax law that changed last week—Which 12 clients should you call?
The client whose company just got acquired—Did you congratulate them first?
The daughter who got engaged—Did you send a note before they told you?
The estate plan expiring next month—Will you catch it in time?
These moments are what transform an advisor from “good” to “irreplaceable.” Without proactive intelligence, you're missing them every single day.
Not because of your returns—because of how you make them feel.
Not because of your returns—because of how you make them feel seen and understood.
Every important date, automatically surfaced. Every moment to connect, never forgotten.
Not just investments—college choices, career moves, estate questions. You're their trusted confidant.
When clients feel truly known, they don't just stay—they bring their children and grandchildren.
When AI handles the prep, you can focus on the conversations that build lifelong relationships.