Concierge AI Search Tokens help prospects and clients save time, uncover hidden costs, and potentially save thousands — while keeping your advisory time focused on planning, products, and AUM growth.
TRY IT FREE TODAY
One user reported saving $12,000 on a car search
Another reported savings $33,000 on a boat search
Concierge AI Search (CAIS) combines Retrieval-Augmented Generation and Active Learning/Knowledge Distillation making it smarter within each category with every completed search. It searches across multiple enterprise-grade AI platforms and synthesizes each reply using custom algorithms. Basic AI search can’t deliver that. And CAIS encourages all users to share their considered purchase search results with a financial advisor - that’s YOU!
For less than the cost of just one paid lead through an online lead service or ad, you can give 5–10 prospects a high-value decision-support experience that builds trust before the first planning conversation.
Independent, no ads or sponsors. NO special software or add-ons. You can start delivering thousands of dollars in savings to your prospects and clients in minutes. All you need is an internet connection and a mouse.
Bulk rate pricing:
10 Search Tokens = $300
25 Search Tokens = $625
50 Search Tokens = $1,500
Licensed financial advisors, real estate agents, estate planners and lawyers please complete the form below to register for free tokens. After verification, FPA Members get an additional discount on the FPA Marketplace
CAIS is a third-party information service, not directly affiliated with any financial advisor or advisory firm. Purchasing and distributing Tokens does not constitute an endorsement of CAIS where neither Advisors nor any financial advisory firm has any direct financial relationship with CAIS. CAIS Reports are developed solely on user input and do not endorse or recommend any financial product or firm. Always consult with your compliance department