Meet SAM,
your AI-powered digital assistant.

Recommendations tailored to your needs

SAM combines financial best practices, client goals, and client sentiment to deliver tailored recommendations. By considering multiple factors and possible trade-offs, SAM suggests optimized strategies that balance immediate needs with long-term objectives.

SAM Insights highlights measurable progress to goal achievement

Recently launched SAM Insights empowers advisors to identify gaps, opportunities, and risks within client plans, providing proactive recommendations to ensure plans remain on track, and allowing advisors to optimize strategies like insurance coverage and estate planning.

SAM makes it easy to understand the impact of applied strategies on each goal relative to the overall plan, with automatically updated visuals indicating goal and plan health. As life events impact client situations, the plan adjusts to show alternate strategies to navigate life’s twists and turns.

Ask SAM

The new "Ask SAM" feature enables users to interact with the platform through voice or text, allowing seamless navigation and instant access to key insights, reports, or strategies.

With features like the “SAM Score,” advisors can deliver a holistic health check of financial plans, ensuring detailed, real-time updates aligned with client goals across various planning scenarios.