One meeting, start to finish
Practice it. See how it went. Then see it hold in the real meeting.
A rehearsal with a client built from her own meetings, the debrief that follows, and the earlier practiced thing found in her real meeting. No sound. Recorded in the product on example clients.
100,000+
advisors retire in the next ten years, 37% of the profession.
Cerulli Associates, 2025
$124T
passes to heirs and charity through 2048.
Cerulli Associates, 2024
65 to 277
clients per advisor today. The ones who thrive keep 40 to 100.
Kitces Research, 2025
The workflow tools solved the paperwork. The relationship is still on you.
Caseloads run from 65 to 277 clients. The advisors who thrive carry 40 to 100.
Kitces Research counted that range in 2025. Above it, what each client told you is spread across years of meetings and lives in one head.
Notes and follow-up are written for you now.
What the workflow tools cannot do is keep the service specific to the person across from you.
The advisors who keep their clients are the ones who know them.
They remember the daughter's diagnosis, the partner the client does not trust, and the thing the client said in March and was too proud to say twice.
What happens to a meeting
What one meeting turns into.
The screens below use Aevon's example firm. No real client appears anywhere on this site.
After the meeting
See how the conversation went.
After each meeting, Aevon shows you how you handled it and what to work on before the next one. It is measured from the transcript, never guessed, and there is no grade.
Before the hard one
Practice the conversation with that client.
Rehearse a difficult conversation with a simulation of the client built from their own words. Afterwards, Aevon checks the next real meeting for the thing you practiced and shows you the moment it came up.
Every client
Know what they told you before you sit down.
One file per household: what they said, when they said it, what is still open, and what is coming up. Every line carries the client's sentence and the meeting it came from.
Grow your book
Your next clients are already in your meetings.
Heirs, business partners, and the people your clients offered to introduce. Aevon finds them, tracks each prospect from first contact to won or lost, and shows which sources turn into clients.
Claude and ChatGPT
Ask about your clients from the tool you already use.
Connect Aevon to Claude or ChatGPT and ask in plain words. The answer comes from what the client actually said, with the date. Add a meeting or fix a note from the same chat.
How the meeting went with Tom Bryant, 17 August
Carry in When Tom goes quiet after a hard number, wait.
Prospects from your book
Carol
Visiting Tom and Linda in October. Tom offered the introduction.
Roberto Vasquez
Named in Elena's plan for her mother's care.
Pete
Moving into the casita this winter. Not yet approached.
This quarter
Every line traces back to something the client said.
Every note carries the client's own sentence.
It comes with the meeting it was said in. Anything on file without both is counted and held back, never shown.
You can correct any line.
The correction is what every later answer, memo and rehearsal reads first, and the original stays on file with the change.
A meeting is counted, and the targets say where they come from.
How it went is counted from the transcript against targets that are stated on the page. There is no grade.
Security
Your clients' words stay yours.
Aevon is built for a business where a compliance officer will ask exactly how it works. The security page says it in full.
Read the security page- An advisor sees their own clients, and the firm's owner sees the firm's book. A sign-in from Claude or ChatGPT sees exactly what the advisor who approved it sees, and nothing else.
- Nothing is claimed about a client without the sentence and the date behind it.
- Aevon does not use client data to train a model, and it will not issue a key to an AI app until the advisor confirms that app will not either.
- Transcripts are kept as the firm's books-and-records archive, and everything can be exported at any time.
The questions a compliance officer asks first.
Short answers here. The long ones are on the security page, and I will answer any other on a call.
Who can see a client's file?
The advisor who owns the relationship, and the firm's owner. Any other role exists only where the firm has asked for it. A connection from Claude or ChatGPT sees exactly what the advisor who approved it sees, nothing more.
Does Aevon train AI models on our clients' data?
No. Aevon does not use client data to train a model, and it will not connect to an AI app until the advisor confirms that app will not either.
What happens to the recordings and transcripts?
Transcripts are kept for seven years so a firm can hold them as part of its books and records, and they can be exported at any time. Whether that meets your obligations under SEC Rule 204-2 or FINRA Rule 4511 is your firm's call with its own counsel; Aevon does not claim a legal opinion on it. Audio is not kept: the notetaker takes the meeting platform's captions, and a recording you upload is transcribed and then discarded.
What if a note is wrong?
Any line can be corrected by the advisor. The correction is what every later answer, memo and rehearsal reads first, and the original stays on file with the change.
Which meeting tools does it work with?
Zoom, Google Meet and Microsoft Teams recordings, uploaded transcripts from any recorder, and email. Aevon does not replace your CRM or your notetaker. It reads what they already produce.
In private development
See it on your own meetings.
Aevon is in private development and is not sold publicly yet. If you want to be one of the first advisors running real meetings through it, ask here.