The discovery gap
The questionnaire was never going to be enough.
Intake forms capture facts. They tell you a client's risk number — never why they hold it. So the first few meetings get spent guessing at the person, when the relationship is being decided. Soulai closes that gap before you ever sit down.
What a form captures
- A risk score
- Income, assets, age
- A one-word goal
- A time horizon
What Soulai captures
- Why risk feels the way it does
- What money is meant to protect
- How decisions actually get made
- Where friction will show up
How it works
Discovery, as a conversation.
Your client chooses a guide — Asha or Miles — and moves through a guided session at their own pace. The signals come from the natural arc of the conversation, not a checklist. What you receive is understanding, not a transcript.
The Resonance Engine™
Patent-pendingBeneath the conversation, our patent-pending identity-modeling system reads behavioral signal from how a client actually speaks about money — turning a natural discussion into a structured understanding of the person. It is the depth no questionnaire can reach.
Miles
When you picture the next ten years going well — what does that actually look like?Client
Honestly? Less worrying. Knowing we're not going to outlive what we have.Miles
What would 'not worrying' free you up to do?Client
Help our daughter with grad school. Maybe a year abroad with my wife.01
Guided session
60–90 minutes, at the client's pace
02
Mapped
Across five dimensions of money
03
Advisor report
Pre-meeting intelligence, ready to read
04
You arrive
Already understanding them
The framework
A framework, not a form.
Discovery is organized around five Harmonics — the dimensions that shape how a person relates to money. Each is resolved across several underlying dimensions, drawn from the conversation itself. The result is a structured, repeatable profile grounded in behavioral finance and the psychology of money.
It's the difference between knowing a client's risk number and understanding why they have it.
The Five Harmonics™
The output
The Confidential Advisor Report.
Pre-meeting intelligence built from the same session — drivers, risk posture, decision style, likely friction, and how to frame the conversation so it lands.
Two ways it works for your practice
Deepen the clients you have. Meet the ones you don't.
Discovery enhancement
Deepen every relationship you already have.
- Walk in understanding the person, not just the portfolio
- Tailor your approach to how they actually think
- Build trust faster with fewer early mis-starts
- Consistent discovery across your whole team
Prospecting funnel
Meet clients who already want to understand their money.
- Warm, consented introductions — not cold leads
- Prospects arrive already engaged and self-aware
- Read the profile before you commit the time
You're always in control. A report reaches an advisor only with the client's explicit opt-in.
Invite a client
Send a discovery invitation in seconds.
Where we sit
What Soulai is — and what it isn't.
Soulai is
- A client discovery and intelligence tool
- A way to understand the person behind the portfolio
- Pre-meeting intelligence for the advisor
- A structured, consistent discovery experience
Soulai is not
- A robo-advisor
- Financial planning software
- A replacement for the advisor
- Your KYC, suitability, or Reg BI system
- A source of investment advice
Soulai tells you who you're talking to. What you do with that understanding stays yours.