Identifies itself as an automated assistant up front. Captures prospect inquiries — topic, urgency, callback window — and writes them to your CRM so a licensed advisor takes the next step.
Hartlowe is an intake and routing tool, not investment advice. The assistant identifies as automated on every call. You remain responsible for Form ADV AI-use disclosure and any client-specific suitability obligations.
After hours, prospects walk
Prospects researching their finances make the call after work. Existing clients with a tax-letter question call on a Sunday. If your phone hits voicemail, they call the next firm on their short list.
Hartlowe never advises, never quotes returns, never promises outcomes. It captures the inquiry with proper context and books a callback with a human advisor — so you never miss a $1M+ relationship to voicemail again.
Every call begins with an automated-assistant disclosure and a recording-consent prompt — defensible practice under Form ADV and FINRA Reg Notice 24-09.
Topic (planning / portfolio / tax / insurance), existing client or prospect, urgency, preferred callback window — all in a structured note for the advisor.
Wealthbox contact + note + task created automatically. Redtail adapter follows once Orion partner access is granted.