Littlebird remembers what every client said -- the risk tolerance, the daughter's wedding, the business sale they're considering -- so your relationships compound like their portfolios.
Apple Silicon · macOS 13+
Clients judge you on whether you remember: the daughter's college timeline, the risk conversation from last quarter, the inheritance they mentioned once. That memory is your product -- and it's scattered across review calls, emails, and planning docs.
Littlebird keeps every client's full picture current. It pays attention to your reviews and your screen, recalls any detail on demand, and drafts the follow-ups that make clients feel remembered -- because the details are all actually there.
Before each review, get the client's state: last meeting's decisions, open items, life events they mentioned, the email they sent Tuesday. You spend the hour advising, not rereading notes.
"What did the Patels say about selling the business?" Ask and get the conversation it came from. Suitability conversations, risk tolerance talks, estate mentions -- all searchable.
Post-review summaries and check-in emails arrive drafted in Gmail, referencing what was actually discussed. Clients feel the difference; you spend the minutes elsewhere.
Promised rebalances, document requests, the RMD deadline a client mentioned -- captured from calls and emails and brought back to you before they're due.
A real prompt — typed exactly the way you’d say it.
Summarize everything the Chen family has told me about their retirement timeline and what follow-ups are outstanding.
Connect the tools this work lives in — each one unlocks more Littlebird can find and do.
Littlebird is SOC 2 certified and GDPR-aligned and CCPA-aligned, with encryption at rest and in transit. Client data is never sold and never used to train models, and you can delete anything at any time.
Littlebird reads what's on your screen, so whatever planning tool or portal you have open is usable context. It connects with Gmail and Google Calendar natively, and with Stripe, Mercury, and Ramp for deeper context and actions.
No bot ever joins. Capture and summary happen invisibly.
Basic is free. Plus runs $17 per month billed annually or $20 monthly with a 14-day trial; Pro starts from $100 per month.
More roles Littlebird works for.
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Apple Silicon · macOS 13+
