Features
Everything you need,
nothing you don't
Vega handles the tasks that consume your day. Drafting emails, prepping for meetings, updating your CRM, and researching for clients. All in one unified AI platform.
Chat Assistant
Natural conversations with your data
Ask Vega anything about your clients, firm, or markets. Powered by multiple specialized AI agents, Vega retrieves context from your CRM, emails, meetings, and external sources to deliver accurate, personalized answers.
- Instant client and prospect intelligence
- Market data and economic insights on demand
- Firm knowledge and internal data access
- Web research from curated financial sources
Sarah Chen Meeting Intelligence
Prep, notes, and follow-ups, all automated
Vega automatically prepares pre-meeting briefings using your client data, takes notes during meetings without a visible bot joining, and generates follow-up emails and action items after each call.
- Automated pre-meeting client briefings
- Comprehensive post-meeting analysis
- Note-taking without the awkward bot
- Automatic follow-up email drafts
Meeting
Q4 Meeting
Update portfolio comparison with new statements (due 03/31)
Prospect confirmed interest in moving forward despite some delays
Follow-up with Boris' confirming work on the portfolio comparison.
Workflow Automation
Keep your tools in sync, automatically
Vega automatically logs activities, updates records, and manages tasks across your tech stack. From CRM to planning software, every client interaction is captured without manual data entry.
- Automatic activity logging across platforms
- Contact and record updates in real time
- Task creation from meetings and emails
- Works with CRMs, planning tools, and more
Zoom
Meetings
Outlook
Salesforce
CRM
Gmail
Email drafts
Wealthbox
CRM updates
Redtail
CRM sync
Meetings
CRM
Email drafts
CRM updates
CRM sync
Automatic Email Drafts
Personalized email responses, drafted for you
Vega drafts context-aware email responses to every client message, directly in your Outlook or Gmail thread. Available as a dedicated Outlook plugin and Gmail Chrome extension. Review, edit if needed, and send. Vega currently drafts 3,000+ emails for advisors every day.
- Dedicated Outlook plugin and Gmail Chrome extension
- Drafts automatically added to your email thread
- Context from CRM, meetings, and past conversations
- One-click review and send
Re: Portfolio Rebalancing Questions
Hi, I wanted to follow up on our rebalancing discussion. With rates shifting, should we adjust the fixed income allocation?
Hi Michael, Great question — based on your current allocation and our Q4 discussion, I'd recommend shifting 15% from fixed income into diversified equity. Happy to discuss on a call this week.
message for Michael Torres
Michael Torres Make it more concise and add a meeting link
Updated draft: Hi Michael, I'd shift 15% from fixed income to diversified equity. Let's discuss:
calendly.com/advisor/mtorres
Deeper Firm Integrations
Custom workflows tailored to your firm
Beyond standard integrations, Vega can be configured for deeper, firm-specific workflows. From custom reporting to specialized compliance processes, we work with your team to automate what matters most.
- Custom workflow automation
- Firm-specific data integrations
- Specialized compliance processes
- Dedicated implementation support
Works where you work
Vega is available on the web and right inside your inbox.
See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.