Assistant
A firm-grounded interface for prep, answers, and follow-through on live households.
See AssistantProduct
The platform, end to end.
Assistant, Vault, Agents, and Compliance are four surfaces of one operating model. Start anywhere. The context, controls, and workflows compound across the whole firm.
Vault
Document understanding across statements, trusts, letters, and client records.
See VaultAgents
Always-on workflows that scan, draft, queue, and notify before the team asks.
See AgentsCompliance
Review trails, approvals, and audit-ready artifacts built into every recommendation.
See ComplianceHow it fits
One model, four working surfaces.
The advisor does not need another app for every task. Drift connects to the current stack, builds a living context model, and exposes that model in the right place for the job.
- Shared household memory across meetings, messages, portfolios, and documents.
- Grounded retrieval so every answer can cite source records and timestamps.
- Human approval gates before anything reaches a client, custodian, or archive.
What changes
The team spends less time stitching systems together.
Instead of making advisors act as the integration layer, Drift prepares the work before the conversation starts and leaves a clean trail after it ends.
- Prep packets assembled overnight from CRM, documents, and account changes.
- Drafted replies and memos tied to the exact household context they reference.
- A single review queue for recommendations, approvals, and exceptions.
See the full flow