The market expects you to know every detail, respond instantly, and deliver white-glove service at scale—while you're drowning in manual work.
Know every detail about each client's life, family, and goals
Respond instantly with personalized insights and advice
Deliver white-glove service that justifies your fees
Scale your practice without hiring armies of staff
Manual data entry and CRM updates that never end
Digging through emails and documents for basic information
Meeting preparation that should take minutes, not hours
Remembering details that fell through the cracks
In a competitive market where returns alone don't differentiate, you need to prove your value through service. Current tools make you choose between scale and intimacy.
Caliber is the first platform where AI doesn't just assist—it does the work.
Walk into every meeting with comprehensive, personalized materials generated automatically from your firm's templates.
Every email, document, and conversation automatically enriches client profiles. No data entry. Ever.
Get alerted to important client events before they ask. Surface opportunities before competitors even know they exist.
Setup in 15 minutes. See value in 1 hour. Transform your practice forever.
Link your existing systems—CRM, email, documents. Caliber syncs automatically and keeps everything current.
Our AI extracts, structures, and enriches client information from every source—creating comprehensive profiles without manual work.
"What's happened with the Johnsons this quarter?" Get instant answers. Generate client-ready presentations in minutes, not hours.
Powerful capabilities that transform every aspect of your practice.
Every interaction builds deeper understanding. Meeting transcripts, document uploads, and social signals create an ever-richer family profile with zero manual entry.
The first platform where every family member gets secure access. Make the RIA the family's first call for everything—not Google.
We parse and comprehend every document. Upload a trust? We understand every provision and alert you to strategic opportunities automatically.
Mobile-first onboarding extracts data, identifies gaps, and pre-fills forms from photographed documents. Clients leave with everything signed and ready.
Learn what each family cares about and weave these values into every interaction. Every recommendation aligns with what matters most.
Surface insights before they're requested. Alert advisors to tax-saving opportunities, regulatory changes, and family milestones automatically.
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. Caliber 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 Caliber.”
Every day you wait, you're falling further behind. Here's what's at stake.
who deliver more personalized, proactive service and demonstrate comprehensive value
with administrative work that could be automated, leading to turnover and reduced quality
because you can't demonstrate value beyond returns in a commoditized market
where quality service becomes impossible to scale without exponentially increasing costs
The advisors winning new clients aren't just managing portfolios—they're demonstrating comprehensive value through deep client knowledge and proactive service.
Traditional tools were built for data storage. Caliber is built for intelligence and action.
This couldn't exist in 2020. We're not adding AI features—AI is the foundation that makes everything possible.
Direct integrations mean always-current data without manual imports or batch processing.
Search and chat with your data the moment it arrives. No setup period. No waiting.
Always see sources and reasoning. We build trust through transparency, not black boxes.
Anyone can use it immediately without training. Real delight = joy + surprise in everyday workflows.
Caliber is purpose-built for the AI era—not retrofitted from 20-year-old database software.
Double your client capacity while maintaining the intimate, personalized service they expect
What used to take hours of prep now takes minutes—walk into every meeting fully prepared
Transform into the family's trusted concierge for all life decisions, not just investments
Every member stays informed and connected with secure, personalized access
Instant access to any financial information, contact, or document when you need it
Every recommendation reflects what your family actually cares about, not generic advice
This is what becomes possible when AI handles everything except the advice.
Not just returns—through intelligence and insights competitors can't match.
Show clients exactly what your relationship is worth beyond portfolio performance.
Grow your practice while maintaining intimate, personalized service for every client.
Walk into every meeting fully prepared with relevant insights and personalized materials.
Proactive service, remembered details, anticipated needs. They'll wonder how you do it.
This is what becomes possible when AI handles everything except the advice.