INTRODUCING ARTORIA
You just take the meetings. And close.
PROCESS
Everything you need to collaborate, create, and scale, all in one place.
BENEFITS
This is for firms ready to install a scalable, intelligent client acquisition system that does the heavy lifting.
Ideal For:
Estate, tax, and retirement planners looking to scale
Independent RIAs and solo advisors
Family offices and private equity shops
BENEFITS
Everything you need to collaborate, create in one place
Instant Lead Response
AI calls leads within 60 seconds of form submission
Long-Term Follow-Up
Prospects are nurtured with intelligent touchpoints for 180+ days
Sales-Only Schedule
No chasing leads. Just show up to pre-qualified meetings
Custom-Tailored Campaigns
Every funnel, ad, and outreach message is built from scratch
Commitment-Free Model
No Retainers. No Contracts. No Excuses.
BENEFITS
Everything you need to collaborate, create in one place
You won’t see us posting clickbait.
You won’t hear us name-dropping clients.
That’s intentional.
Independent RIAs and solo advisors
INTEGRATIONS
Interact with all your favorite software without unnecessary fuss
"Connect with 100's of apps without leaving the site"