The associate who reads everything overnight.
DANTE is a daily co-pilot grounded in your firm's data. It reads documents, queries portfolios, and drafts client communications — and cites where every answer came from.
The Pemberton household has $4.2M in custody across a joint taxable, two Roth IRAs, and a traditional IRA in Henry’s name. [1]
Cash position is $285k — about 6.8% of total — sitting in the joint account from the March bond ladder maturity.[2]
Henry turned 73 in February; his first RMD on the traditional IRA is $96,400, due by April 1, 2027. [3] Per the 2024 review notes, the household prefers QCD-eligible distributions to St. Mary’s. [4]
The questions an associate would answer — answered in seconds, with sources.
“Summarize the Pemberton household for tomorrow’s 10am — emphasize cash position and the new RMD on the IRA.”
“In the Hartman family trust, who has discretion to distribute principal after the death of the grantor?”
“Show me every household over 35% in concentrated single-name stock. Sort by gain percentage.”
“Draft a note to the Reyes family explaining their Q1 performance and the rebalance we made in March.”
The model is the easy part. The discipline around it is the product.
Reads from your data
Custodian, accounting, planning, CRM, and the document vault. Every answer scoped to the household, the firm, and the policies.
Cites every source
No "the model thinks." Each line links back to a position, a document page, a policy clause, or a CRM note. Click through to verify.
Waits for approval
Drafted communications and recommendations sit in the morning queue. Nothing leaves the firm without an advisor signing off.
Every system the firm already runs.
Read-only by default. The system of record stays the system of record.
- Custodial positions and trades
- Portfolio accounting (Addepar / Orion / Black Diamond)
- Planning models (eMoney / MoneyGuide)
- CRM (Salesforce FSC / Redtail / Wealthbox)
- Document store (Box / SharePoint / Drive / NetDocuments)
- Calendar and meeting transcripts
- Email and client correspondence
- Custodial statements and tax documents