Independent RIAs, multi-family offices, and bank trust departments. From $200M to $40B in assets under advisement.
Quarterly review prep was eating 30–40 hours a week across the team. Senior advisors were spending evenings reading through trust documents and statement packets just to walk into a meeting prepared.
Drift now drafts every review packet from the underlying documents and positions the night before. The team reviews and signs off in the morning.
“We hired Drift expecting an LLM. We got an associate that reads everything overnight and is ready before we are.”
Generations of trusts, partnership agreements, and estate documents — almost none of it indexed.
Indexed 14,000 documents in the first month. Beneficiary and provision questions now return cited answers in under a minute.
Every recommendation needed a fiduciary memo. The compliance backlog was always two weeks behind.
Drift drafts the memo at the moment of recommendation. Compliance reviews in line, not in arrears.
Tax-loss harvesting and Roth conversion windows were tracked in spreadsheets — and missed often enough to matter.
Always-on planning agents surface every opportunity in the morning queue. The advisor decides; Drift handles the surfacing.