AI for financial planning that runs the business of the practice
Drafts client communications, review reminders, and educational content in your firm voice.
Handles routine client inquiries about scheduling and process.
Runs prospect outreach, referral relationships, and content marketing.
Every planning practice marketing workflow in one platform
Planning practices run on the planning relationship and on the marketing, referrals, and client retention behind it. Sintra runs the business side. Twelve specialised functions across client comms, marketing, referrals, and content, all sharing your firm voice through Brain AI. Plan drafting, recommendations, and regulatory work stay with the licensed planner.
What slows down a planning practice's business side
AI for financial planning should handle marketing and client comms, not pretend to draft plans. These are the drains every practice runs into.
Client touches lag
Each client expects regular check-ins. Volume eats planning hours.
Review reminders slip
Annual reviews need scheduling. Without proactive reminders, they drift.
Newsletter sits in drafts
Educational planning content drives retention. Drafting it doesn't happen.
Referral relationships drift
CPAs, attorneys, insurance pros refer business. Touches slip.
Prospect outreach takes back seat
Existing client work fills the day. Prospects sit unanswered.
Practice marketing depends on quiet weeks
When work is on, marketing stops. The cycle continues.
How AI for financial planning runs the business side, function by function
Each role is built for one part of practice marketing and admin. Brain AI holds your firm voice and service descriptions. Plan drafting and recommendations stay with the licensed planner.
Reply to routine client service questions
Run client review reminder sequences
Draft educational client newsletter
Build referral partner touchpoints
Send prospect follow-up sequences
Generate financial-literacy content
Schedule social and LinkedIn content
Pull weekly practice marketing performance
How planners actually use AI for financial planning
Five workflows that recover hours for planning conversations.
Review reminders
AI runs annual review reminders for every client, schedules the next conversation, queues prep materials.
Client touches
AI drafts quarterly client touches with personalised context, queues for planner review.
Educational content
AI drafts the monthly newsletter with planning education, deadline reminders, and seasonal topics.
Referral partner touches
AI runs quarterly touches with referring CPAs, attorneys, and insurance pros.
Prospect cultivation
Referral comes in. AI drafts personalised follow-up, schedules discovery, queues materials.
Twelve AI tools for financial planning practices, one subscription
Each role is built for one part of practice marketing and admin. They share your firm voice through Brain AI. Plan drafting and recommendations stay with the planner.
Brain AI keeps every reply on-brand
Drop your firm voice, service descriptions, and past client communications into Brain AI. Every output reads from it before it writes. 93% of users see response accuracy improve once Brain AI is populated.
93%
Of users report increase in response accuracy after filling Brain AI.
5.2 hours
Saved for users per week by eliminating repetitive context-setting.
As users continue to engage with Brain AI, they experience ongoing improvement in their critical thinking skills and cognitive abilities.
Plugs into the planning practice stack
Google
Drive
Gmail
Google Calendar
Outlook
Notion
Quickbooks
Microsoft
Strava
Google
Analytics
Google
Drive
Gmail
Google Calendar
Outlook
Notion
Quickbooks
Microsoft
Strava
Google
Analytics
Google
Drive
Gmail
Google Calendar
Outlook
Notion
Quickbooks
Microsoft
Strava
Google
Analytics
How to start
Three steps from sign-up to your first review reminder.
Connect your stack
Link your CRM, email, and calendar. Set up takes ten minutes.
Fill Brain AI
Drop in your firm voice, service descriptions, and past client comms.
Hand off the first task
Ask AI to send this month's review reminders. Real output before lunch.
With great powers
comes great privacy.
Encrypted by design
From your first login to the last addition in your business knowledge vault, every interaction is encrypted in transit and at rest. This means that neither Sintra nor any third party can access your files or analytics.
Full Data Ownership
"Your content, your strategy, your AI - they belong entirely to you. At any time, you can delete your data or export it. We don’t train models on it or resell it, and your Brain AI is built exclusively on your own assets.
GDPR Compliant
We follow the highest standards of data protection under the GDPR framework. Your personal information is collected and stored transparently - with clear rights to access, modify, or delete your data at any time.
Pricing built for planning practices
One subscription gives you all 12 functions, Brain AI, and the full integration list. 14-day money-back guarantee on your first paid month.
Used by more than
50,000+ founders.
I can’t recommend SintraAI enough. It’s like having a personal business coach 24/7, mapping out steps to grow my company and clarifying my priorities. I feel a renewed sense of focus and control every day.
December 29, 2024 • Socrate Concepcion • US
Each AI bot tackles my to-do list, from scheduling tasks to crawling my website for SEO tips. I love how it set up calendar reminders for all my commitments. Sintra.ai is well worth every penny, especially for a busy single-person business.
December 14, 2024 • Jennifer Glenn • US
As an entrepreneur launching a new venture, Sintra.ai has made a real difference. The AI assistants are like personal staff I can rely on. And whenever I needed support, the team was on point. A must-try for any budding business!
December 21, 2024 • Custódio Barreiros • HU
I once had a large team, and although I loved my helpers, they needed constant motivation. With Sintra, there’s no drama, just new ideas that I can simply accept or reject. It’s a huge relief—100% recommended.
December 26, 2024 • Holly Wehde • US
Hiring Sintra was a great decision for my struggling boutique. They handle social media posts, guide my ads, and even offered a solution for double social media pages. Now I can focus on my inventory and customers.
December 17, 2024 • Michele Davis • US
Signed up for Sintra X—it felt overwhelming at first, but once it understood how I think, it turned into a creative powerhouse. Support is top-notch, and the daily integrations impress me.
Dec 10, 2024 • Sami Liftoff • US
I’m not usually one to give top marks, but once I got comfortable with Sintra’s 12 helpers, I was blown away by their efficiency. They churn out so many analytical ideas I have to pause and digest them. It’s sometimes overwhelming, but in a good way.
December 29, 2024 • lars • DK
Sintra integrates with all my favorite tools and these little helpers automate my tasks in a huge way. They actually learn my company’s style day by day. It’s a massive step up from generic AI chats.
December 30, 2024 • Michelangelo • IT
My life is simpler with Sintra. It handles content creation, next steps, brainstorming, and copy. I highly recommend it if you want to free up mental space for what truly matters in your business.
December 28, 2024 • Lionel D'Alvia • US
My “team” in Sintra knocks out tasks like magic, offering fresh ideas for efficiency and better customer outreach. It’s a relief knowing I have AI assistants ready to go around the clock.
December 31, 2024 • Kat Angelica • US
I’ve only been using Sintra for a couple of weeks, but the experience has been great—especially with the social media bot reaching out to me with new ideas. The pull model feels super proactive and makes me more confident in my daily tasks.
December 30, 2024 • Bayan Qandil • US
I challenge anyone to compare other platforms to Sintra.ai and their staff—you won’t find a better customer experience. Everyone is professional, responsive, and genuinely cares about helping. Truly top-notch!
December 28, 2024 • Timothy Montjoy • US
This platform helps me like a full-time employee would. As a startup, I can’t afford extra staff, so Sintra stepped in to handle complex tasks and free me up for big-picture thinking.
December 28, 2024 • Jules Kincaid • US
I’m juggling multiple hats in my business, and these 12 AI “helpers” lighten the load. They even crack jokes and celebrate milestones with me! I saved thousands in consultant fees by letting Sintra handle SEO and content tasks.
December 30, 2024 • Michelle Smith • US
This platform helps me like a full-time employee would. As a startup, I can’t afford extra staff, so Sintra stepped in to handle complex tasks and free me up for big-picture thinking.
December 24, 2024 • Domanic R.H • US
Data-Backed Results From Real Users
+37%
Revenue growth in the first 90 days
5x
Faster content production across all channels
20h
Saved weekly on admin, support, and content work
80%
Of repetitive tasks fully automated
Run your planning practice's business side on AI
Twelve functions, one subscription, no extra paraplanner hire. Get Sintra, drop your firm voice into Brain AI, and see your first review reminder before lunch.
Frequenly asked questions
No. AI runs the business side: client touches, marketing, referrals, newsletters, prospect outreach. Plan drafting, financial recommendations, scenario analysis, fiduciary documentation, and regulatory work stay with the licensed planner.
Client data sits in encrypted Brain AI storage under standard SOC 2 controls.
No. Planning questions route to the planner. AI handles non-advice inquiries.
Brain AI holds your firm voice. Upload past communications; every output reads from them.
Solo planners get the highest leverage on marketing and client touches. The 14-day money-back guarantee covers the trial.
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