Save Time, Unlock Insights, Drive Smarter Decisions
Harness the power of AI to transform your client data into actionable insights, propelling your advisory business to new heights.
Re-define Wealth Management with twocents.ai
Start your free trialActionable Portfolio Insights
Begin exploring our full suite of features immediately
Automated Workflows
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Talk with your Data, Real-Time
Need a hand? Our team’s here for you, every step of the way
Insights and predictions made easy
Twocents.ai delivers insights, automated workflows, and enables you to serve clients more efficiently by saving you time,
Portfolio Insights
With Twocents.ai, you get more than just data—you get clarity.
Our AI-powered platform streamlines your
operations by turning complex information into simple,
actionable insights.
Get answers to questions like
"Which of my client have exposure to crowdstrike"
Whether you're managing a handful of accounts
or scaling your business, twocents.ai is built to help you
work smarter, not harder—freeing up your time to focus on what
matters most.
WorkflowS & reports
Keep clients Informed with clear, actionable insights
Deliver professional, easy-to-understand
reports that show clients exactly what’s been done, what’s
in progress, and what’s coming next.
Trigger
workflows from the pre-built set to automatically compiles
updates into customizable reports that highlight key
activities, timelines, and outcomes.
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Interact with your data
Turn Conversations into Action
No more digging through notes or your CRM. Chat directly
with your meeting transcripts and your client portfolios,
clarify decisions, and pull out key takeaways.
Ask questions like “What did we agree on for next steps?”
or “When was the deadline mentioned?”, or "Who among
my clients has exposure to AAPL?" Get instant,
accurate responses.
It’s like having searchable memory for every meeting,
portfolio, making follow-ups faster and more
effective.