01
Before the dayStart your day with clarity
Faybl reviews your email, CRM, tasks, and calendar overnight. You get a briefing, not a backlog.
Focus on the client.Faybl handles the rest.
Faybl, the AI general agent for wealth managers, executes across your existing systems - no migration, no new platform to learn.
The work behind every client interaction
Every client meeting, every review, every interaction depends on work that happens across multiple systems. You're gathering data, updating plans, running compliance checks, following up on action items. It's essential work.
It's also repetitive. Most of it is manual.
Faybl doesn't replace your systems. It works across all of them—executing the groundwork so you can focus on what actually matters.
What Faybl does
02
Client meetingsWalk in prepared. Every time.
Review packs pulled, plans updated, agendas drafted—before you've opened your laptop.
03
After every interactionFollow-up done before you leave the room
Notes captured, CRM updated, emails drafted. Forty-five minutes of admin, handled.
04
ComplianceCompliance that doesn't slow you down
Full compliance reviews with source traceability, completed in the background.
05
OnboardingNew clients, without the chaos
Documents coordinated, data entered across systems, nothing falls through.
How it works
1
Connect your systems
CRM, email, calendar, planning tools. No migration, no data transfer.
2
Teach it your practice
Import your templates, describe your workflows. Faybl learns how your firm operates.
3
Let it work
Faybl runs tasks across your systems, learns from feedback, and improves over time.
Your systems.
One execution layer.
No migration required
Faybl connects to what you already use. Your CRM, your email, your planning tools—nothing changes.
Executes, not just assists
End-to-end workflows, not suggestions in a chat window. Faybl does the work.
Learns how your firm operates
Memory that improves over time. Your templates, your language, your processes.
Built for regulated environments
Human-in-the-loop, full auditability, secure infrastructure on AWS Bedrock.
Control at every step
In regulated environments, control isn't optional. Faybl is built with compliance, security, and auditability at its core. You maintain oversight at every stage — approval before execution, full transparency into what changed and why, and secure infrastructure that meets the highest standards.
Human in the loop
Review and approve before execution.
Full auditability
Complete trace of every action taken.
Secure infrastructure
AWS Bedrock with enterprise-grade security.
Compliance-ready
Built for regulated advisory firms.
What clients say
Boutique Advisers"What surprised you most when you started with Faybl?"
Jeevan Kaur
Wealth Adviser
Keystone Financial Services"How does Faybl work with Xplan in your workflow?"
Brian Perrin
Principal
Imperium Financial Planning"17 client meetings a week. Here's what changed."
Sean Dessaix
Founder
“Faybl is my right-hand strategist”
Angelo D'AmbrosioADA Group
“Huge time saver, de-risks my business”
Brian PerrinKeystone FS
“Faybl is our support staff”
Dacian MosesWaterfall Way