WrightShift tools are working demonstrations of how advisory workflows can be structured, standardized, and supported with practical automation. They are designed to be tailored to each firm's process, branding, and compliance requirements.
Pick a topic from three libraries — everyday clients, incorporated business owners, or high-income professionals — and the tool drafts four LinkedIn posts in the advisor's voice: educational, perspective, story, and authority. Fresh topics every Monday, so advisors never run out.
Pick a topic from the three libraries and the tool drafts two newsletters in the advisor's voice — one for existing clients, one for prospects. Fresh topics each month, so client communication stays consistent and the pipeline stays warm.
Pick a financial concept and an analogy your client already loves — hockey, golf, wine, gardening, and more. The tool turns it into a plain-English explanation, a meeting script, a LinkedIn post, and a newsletter — each written for its channel, in the advisor's voice.
WrightShift's LinkedIn, Newsletter, and Simple Wealth Explanation Generators produce educational and topical content only.
Tiers an advisor's book by the factors that matter — assets, engagement, complexity, referrals — and recommends a clear service model for each tier, with a plain-English reason for every client.
A structured client discovery framework that guides advisors through a thorough fact-find — capturing goals, priorities, and the full picture so nothing important gets missed.
A lighter, faster version of the discovery process — ideal for prospect meetings and quick introductions where a full fact-find isn't needed yet, but structure still matters.
The TCR Advisor Tool turns rough meeting notes into a polished client email, a paste-ready CRM note, and a plain-dollar preview of what clients will see on their 2027 Total Cost Reporting statement — plus fee-conversation scripts and a TCR reference toolkit.
Streamlines Know Your Product (KYP) reviews by providing a structured workflow for product due diligence, decision making, and documentation — creating a consistent, audit-ready record of advisor reviews.
The live segmentation demo is just one example. Book a walkthrough for a guided look at how each tool could be tailored to your firm's workflows.
Or email directly — julie@wrightshift.ca