DANTE
by Drift
AI agents for RIAs that draft compliance memos, surface tax-loss opportunities, and keep the human in the loop.
Every conversation makes the next one sharper.
One household model, every workflow.
Most AI tools for advisors handle one workflow well. Drift is the connective layer across all of them — meeting prep, document review, tax planning, and compliance — sharing the same model of every household.
Best-in-class for a narrow surface — meeting prep, document review, tax planning, or compliance — but each one is its own model of the household.
One model of every household, shared across meeting prep, document review, tax planning, and compliance. The work compounds because the context does.
Powerful general models with no read on your custodial data, your IPS, or your prior client conversations — so the answers are plausible, not sourced.
See it work.
Ask the firm a question.
DANTE reads your custodial data, planning models, and document vault in real time. Every answer is sourced, traceable, and auditable.
Top concentrated positions:
Drafts replies. You approve.
Inbound texts and emails arrive with a drafted response — grounded in the client's plan, household, and prior conversations. One tap to send.
Overnight tax-loss scans.
While you sleep, agents sweep every taxable account for harvest opportunities and queue them for your morning review.
One firm. One model.
Memos draft themselves.
Every recommendation comes with a sourced compliance memo. Cited, dated, archived — ready for the regulator before they ask.
Search every document.
Trusts, statements, K-1s, beneficiary forms — semantic search across the firm.
Calls become tasks.
Every conversation is captured, summarized, and filed against the household.
Year-round, not December.
Continuous monitoring of brackets, harvest windows, and Roth conversion timing.
Never miss a deadline.
Required distributions queued, calculated, and executed on schedule.
Live across every desk.
Schwab, Fidelity, Pershing, Altruist — connected and reconciled in real time. No nightly batch, no spreadsheet bridge.
Every action sourced.
Who saw what, when, and why. Immutable log, exportable on demand.
Already in your stack.
Drift sits on top of the tools your firm already runs — custodians, portfolio systems, planning software, document vaults, and the calendar.