SLvia

SLvia

SLvia

Streamline Your Advisory Services with AI-Powered Efficiency

Streamline Your Advisory Services with AI-Powered Efficiency

Streamline Your Advisory Services with AI-Powered Efficiency

Take your financial advisory practice to the next level with intelligent automation designed just for you.

Insights

Insights

Insights

Secure, Smart, and Specialized for Financial Advisors

Secure, Smart, and Specialized for Financial Advisors

Secure, Smart, and Specialized for Financial Advisors

Enhance your client relationships and optimize your workflow with SLvia's AI-driven solutions.

What We Do

What We Do

What We Do

AI-Powered Automation, Tailored for Financial Advisors

AI-Powered Automation, Tailored for Financial Advisors

AI-Powered Automation, Tailored for Financial Advisors

SLvia empowers financial advisors with AI to streamline their practice by securely managing and analyzing client notes. Our platform also crafts personalized, compliance-ready content aligned with your brand and tone, ensuring efficiency and regulatory confidence.

Why SLvia for Financial Advisors?

Why SLvia for Financial Advisors?

Why SLvia for Financial Advisors?

Industry-Specific Solutions

We’ve developed bots tailored to the unique needs of financial advisors, so you can focus on what matters most—your clients.

Personalized Content Creation

Let our AI craft content that reflects your brand's voice, helping you maintain consistency and strengthen client relationships.

Compliance Made Simple

With FINRA’s rules and regulations integrated into our platform, your content is compliance-ready from the start.

Privacy and Security

Your client data is your most valuable asset. SLvia ensures that all information is handled in a secure, private environment.

Time-Saving Automation

Automate the tedious task of note-taking, content creation, and analysis, allowing you to dedicate more time to client engagement and strategic planning.

How It Works

How It Works

How It Works

Revolutionize Your Practice in Three Simple Steps

Revolutionize Your Practice in Three Simple Steps

Revolutionize Your Practice in Three Simple Steps

Set Up Your Profile

We’ve developed bots tailored to the unique needs of financial advisors, so you can focus on what matters most—your clients.

Automate

Our bots for financial advisors organize client notes, generate personalized content, and provide actionable insights—all with built-in FINRA compliance.

Optimize

Continuously refine your advisory services with data-driven insights and a streamlined workflow 

Benefits

Benefits

Benefits

Focus on Clients, Not Admin Work

Focus on Clients, Not Admin Work

Focus on Clients, Not Admin Work

Enhanced Client Insights

Get a deeper understanding of your clients with AI-driven analysis of notes and interactions.

Consistent Brand Voice

Ensure all your communications are on-brand with AI-generated personalized content.

Efficient Workflow

Automate routine tasks and spend more time delivering value to your clients.

Compliance Confidence

Create content with the assurance that it aligns with FINRA’s regulations, streamlining the approval process.

Future-Proof Your Practice

Future-Proof Your Practice

Future-Proof Your Practice

We're Just Getting Started

We're Just Getting Started

We're Just Getting Started

With SLvia by SocialLead, we’re committed to helping financial advisors work smarter, not harder. We’re continuously developing new bots and features to further enhance your productivity and client service. Stay ahead of the curve with SLvia as your trusted partner in innovation.



Testimonials

Testimonials

Testimonials

What Financial Advisors Are Saying

What Financial Advisors Are Saying

What Financial Advisors Are Saying

Cherilyn Lawrence

Financial Services Professional, New York Life

“This is amazing!!! I can now focus more on my clients rather than getting bogged down in administrative tasks.”

Cherilyn Lawrence

Financial Services Professional, New York Life

“This is amazing!!! I can now focus more on my clients rather than getting bogged down in administrative tasks.”

Cherilyn Lawrence

Financial Services Professional, New York Life

“This is amazing!!! I can now focus more on my clients rather than getting bogged down in administrative tasks.”

Sofia Dumansky

Financial Advisor, Legatum Financial LLC

“SLvia helps me save so much time with case prep and putting together reapproach documents for my clients.”

Sofia Dumansky

Financial Advisor, Legatum Financial LLC

“SLvia helps me save so much time with case prep and putting together reapproach documents for my clients.”

Sofia Dumansky

Financial Advisor, Legatum Financial LLC

“SLvia helps me save so much time with case prep and putting together reapproach documents for my clients.”

SLvia

SLvia

SLvia

Start Your Free Trial Today

Start Your Free Trial Today

Start Your Free Trial Today

Experience the power of SLvia with no commitment and see how our AI solutions can elevate your client service right away.

Pricing

Pricing

Pricing

Start your risk-free 7-day journey today, no card required!

Monthly

$39.99

$39.99

$39.99

/month

7-day Free Trial

50,000 Monthly Tokens

SOC2 Type 2 Security

1 User Profile

Pre-built Bots for the

Financial Industry

Annual

Popular

$399

$399

$399

/year

Save 16% with Annual Billing

7-day Free Trial

50,000 Monthly Tokens

SOC2 Type 2 Security

1 User Profile

Pre-built Bots for the

Financial Industry

Enterprise

Custom

Custom

Custom

250,000 Monthly Tokens

SOC2 Type 2 Security

Multiple User Profiles

Pre-built Bots for the

Financial Industry

Tailored Bots Customized

to Your Needs

FAQ

FAQ

FAQ

Quick Answers on SLvia AI FAQs!

Quick Answers on SLvia AI FAQs!

Quick Answers on SLvia AI FAQs!

What is SLvia?

SLvia is an AI-powered platform designed specifically for financial advisors. It helps streamline your practice by automating tasks like organizing and analyzing client notes, generating personalized content, and ensuring compliance with FINRA’s rules and regulations.

What is SLvia?

SLvia is an AI-powered platform designed specifically for financial advisors. It helps streamline your practice by automating tasks like organizing and analyzing client notes, generating personalized content, and ensuring compliance with FINRA’s rules and regulations.

What is SLvia?

SLvia is an AI-powered platform designed specifically for financial advisors. It helps streamline your practice by automating tasks like organizing and analyzing client notes, generating personalized content, and ensuring compliance with FINRA’s rules and regulations.

How does SLvia help with compliance?

What data sources are supported?

What data sources are supported?

What types of tasks can SLvia automate?

What types of tasks can SLvia automate?

What types of tasks can SLvia automate?

How does the personalized content creation work?

How does the personalized content creation work?

How does the personalized content creation work?

Is my client data secure with SLvia?

Is my client data secure with SLvia?

Is my client data secure with SLvia?

How do I get started with SLvia?

How do I get started with SLvia?

How do I get started with SLvia?

What happens after the 7-day free trial?

What happens after the 7-day free trial?

What happens after the 7-day free trial?

What kind of support does SLvia offer?

What kind of support does SLvia offer?

What kind of support does SLvia offer?

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

The #1 trusted LinkedIn automation tool for advisors

Made with 🖤 2024 SocialLead ― All rights reserved

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

The #1 trusted LinkedIn automation tool for advisors

Made with 🖤 2024 SocialLead ― All rights reserved

Get Started Now

Effortless Engagement, Meaningful Results

Grow smarter using AI from SocialLead!

The #1 trusted LinkedIn automation tool for advisors

Made with 🖤 2024 SocialLead ― All rights reserved