For Independent Financial Advisors
Your AI paraplanner.
A fraction of the cost.
Mesh turns every client meeting into structured notes, action items, compliance flags, and follow-up emails. Ready for your CRM in minutes, not hours.
Built by a team that runs a wealth management firm.
Summary
Reviewed retirement timeline. Targeting age 63 instead of 65. Discussed Roth conversion strategy for 2026. Client concerned about healthcare costs in early retirement.
Action Items
Compliance Flags
The problem
Advisors spend 30-40% of their time on work that doesn't grow their practice.
The 45-minute tax after every meeting
You leave a client meeting and spend 45 minutes writing notes, updating your CRM, and drafting a follow-up email. Multiply that by 15 meetings a week.
Documentation that's always behind
Compliance flags get missed. Beneficiary changes go unlogged. Your documentation catches up to reality days later. If it catches up at all.
Nothing flows between your systems
Tasks live in your head. Follow-ups depend on memory. Your CRM says one thing, your notes say another, and your client gets neither.
How it works
From meeting to done.
Without touching a thing.
You take the meeting.
Focus on your client. Mesh listens and understands. Decisions made, risks discussed, action items committed, life updates shared.
Notes write themselves.
Structured, compliance-ready meeting summaries in your voice. Not a transcript. Real notes.
Your CRM updates.
Notes, tasks, and contact records push directly to Redtail with one click. Wealthbox coming soon.
Clients get follow-up.
A professional recap email drafted in your tone. What was discussed, what was decided, and what happens next. Ready to review and send.
Capabilities
Built for how advisors actually work.
Compliance-first documentation
Every note includes compliance flags, risk mentions, and suitability language. Designed for the regulatory reality you live in.
Your voice, your format
Mesh learns how you write notes. Your structure. Your language.
“Met with Bob and Linda re: retirement planning. Key takeaway: want to accelerate timeline by 2 years. Need to model Social Security at 62 vs 65...”
Redtail CRM integration
One-click sync for notes, tasks, and contact updates. Wealthbox coming soon.
Automatic follow-up emails
Professional recap emails drafted and ready in minutes. Review, edit, send.
Action item extraction
Every decision, to-do, and commitment pulled from the conversation. Nothing falls through.
Zero behavior change
Works with your existing meetings, CRM, and workflow. No new systems to learn.
Pricing
A paraplanner costs $60K. Mesh doesn't.
$60,000
/year for a paraplannerFounding member pricing. Locked in for early access members.
Built by a team that runs a wealth management firm
Designed for independent RIAs
Redtail integrated. Wealthbox in development.
Stop doing work your AI
paraplanner should handle.
Join the waitlist. Lock in founding member pricing. Be first when we launch.