Farther Unveils AI-Powered Investment Proposal Solution to Deliver Personalized Plans in Under 10 Minutes

NEW YORK – Farther, the intelligent wealth firm fusing proprietary technology with top-tier advisor expertise, today announced the launch of its AI-powered Investment Proposal tool: a custom-built solution developed entirely in-house. Purposefully built to accelerate client acquisition and deepen personalization, the new tool enables Farther advisors to generate sophisticated investment proposals for clients in under 10 minutes.

“Our Investment Proposal tool was not just built to generate proposals more efficiently – it’s about giving advisors the tools to deliver better outcomes,” said Brad Genser, co-founder and Chief Technology Officer at Farther. “By building this solution in-house, we’ve created a secure, AI-powered system that helps advisors move faster and provide prospective clients with the data they need to demonstrate their expertise. That’s what our intelligent wealth model is all about: tech where it helps most, and human insight where it matters most.”

What the Investment Proposal Tool Delivers

• Speed: Cuts proposal generation time from hours – or even days – to minutes. Consolidates workflows previously reliant on multiple tools like Excel, PowerPoint, and third-party platforms into a single, integrated system.

• Streamlined Portfolio Recommendations: Instantly analyzes current holdings and matches them with Farther’s in-house investment models to generate tailored proposals, reducing manual research and tool-switching.

• Security and Compliance: Built entirely in-house to ensure client data stays within Farther’s encrypted, closed-loop ecosystem – minimizing third-party risk and supporting rigorous compliance with industry regulations.

• Seamless Client Onboarding: Integrated within Farther’s tech stack, allowing advisors to seamlessly transition prospects to clients without data re-entry. Key information – such as custodian details and tax allocations – is automatically retained for a smooth onboarding process.

How the Proposal Tool Works

The proposal process begins when an advisor uploads one or more prospect account statements. Farther’s proprietary AI engine extracts, analyzes, and organizes the data into relevant holdings categories. The system then generates a side-by-side comparison of the prospect’s current portfolio and the advisor’s recommended allocation.

Advisors can then refine the output – adjusting holdings, modifying asset mixes, and selecting from Farther’s curated model portfolios or creating one from scratch. This combination of automation and customization empowers advisors to deliver faster, more personalized proposals aligned with each client’s goals, risk tolerance, and life stage.

The result is a clear, client-ready proposal that presents portfolio insights in a straightforward, easy-to-understand format – making it easier for clients to evaluate recommendations and move forward with confidence.

Advisors say the tool is already reshaping how they engage with prospective clients: “Farther’s Investment Proposal tool has completely transformed how I engage with prospects and clients. It helps me quickly visualize and present personalized proposals, freeing up time to focus on the strategy and recommendations behind them. That combination has made my pitches more impactful, resulting in new business and additional wallet share,” said Parker O'Sullivan, Vice President, Farther Wealth Advisor.

Farther: Leading the Wealth Industry Forward

The Investment Proposal tool is the latest addition to Farther’s growing advisor tech stack, reinforcing the firm’s commitment to combining people and technology to help clients achieve long-term financial success. Backed by tools like this, Farther advisors can devote up to 90% of their time to high-impact client interactions and business development – nearly triple the industry average. At scale, this translates into the ability to manage a book of business three times larger than traditional firms allow.

This launch marks another milestone in Farther’s mission to modernize wealth management and empower advisors with intelligent tools to grow their practices and better serve clients. The firm’s advisor-first model has earned national recognition: AdvisorHub named Farther one of the top 10 recruiters of 2024, and Inc. Magazine included the firm on its Best Places to Work list for the second consecutive year.

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About Farther

Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. As the fastest-growing RIA in the country, Farther is home to top advisors and high-net-worth clients, with assets under management surpassing $8 billion. For more information, visit farther.com.