Prepare
The client file, documents and open points are ready before the meeting.
The wealth advisory firm that never loses the thread.
Kaoly turns every client meeting into a file ready to review and follow through.
kao.app · Client follow-upReading the meeting…
Meeting record
Client file, ready to review
Client objectives·
Points to validate·
Documents to request·
Next step·
Meeting recordFollow-up emailClient file
Built for wealth advisers who want a better client follow-up, not another tool to feed
The work no one sees
A client meeting only creates value when it is followed through.
Prepare the meeting, capture the right facts, make the next action obvious and keep the compliance trail. Kaoly brings those steps together so the relationship does not depend on an inbox or a notebook.
01
Prepare the right client context before the meeting.
02
Turn the discussion into a clear record to review.
03
Keep documents, tasks and follow-up together.
04
Stay accountable for every recommendation.
The firm stays in control
Everything after a meeting, in one place.
Review
Kaoly prepares the record and actions. The adviser validates, edits and decides.
Follow through
Every client commitment becomes a findable action, without starting from an email or note.
How we work
From one meeting. To a client relationship that moves forward.
01 · Prepare
Walk into the meeting with the right context.
Kaoly brings together the client history, open actions and useful documents so preparation takes a clear starting point.
- A client file that stays readable
- Documents attached to the right relationship
- Open points visible before the meeting starts
Préparation comitéReporting · Comité
Sources alignées11
Écarts à relire4
Livrables prêts3
02 · Document
Leave with a record worth reviewing.
The meeting becomes a structured draft: key facts, decisions and points that still need your judgement.
- AI meeting record, not an unstructured transcript
- Source documents available when you need them
- Your approval stays before anything is sent
Sorties préparées4 / 4
Reporting_famille.pdf ✓
Note_allocation.pdf ✓
Brief_comité.docx ✓
Email_suivi.docx ✓
03 · Follow up
Make the next step impossible to miss.
Follow-up emails, requested documents and tasks stay linked to the client. Nothing relies on a memory or a scattered inbox.
- Actions tied to the right client
- A clear view of what is waiting
- A durable trace for the whole firm
Points de revue · validation requise4 écarts
Valorisation PET1 T2 reçu
Immobiliersource manquante
Message clientà valider
04 · Stay in control
Useful AI, with professional judgement intact.
Kaoly prepares the work. You decide what is accurate, what is appropriate and what is sent to the client.
- Validation before every client-facing output
- A clear history for the whole cabinet
- Less administration, more quality time
/Comités/Reporting-famille/prêt
Reporting_famille_validé.pdf ✓
Note_allocation_validée.pdf ✓
Compte-rendu_comité.pdf ✓
Email_suivi_prêt.docx ✓
A simple way to start
Start with the work that is slowing you down today.
01
Create your workspace
Set up the cabinet, collaborators and the client relationships that matter first.
02
Run one real meeting
Capture the discussion and see the record take shape in your own workflow.
03
Review the output
Correct it, validate it and decide what should be saved or sent.
04
Extend when ready
Bring in documents, recurring follow-up and the rest of the team at your pace.
Pricing
One plan, all included.
Kaoly Pro
The firm moves forward. You keep room to breathe.
Kaoly Pro-30% founder
99€69€/month excl. VAT
Everything your firm needs, in one place.
Sign up →14 days free · no card required
The Kaoly circle
Give a peer one month. Once they subscribe, your next month is on us.
- AI meeting reports
- Document extraction (OCR)
- Complete regulatory file
- Integrated client CRM
- Connected Gmail messaging
- Automatic meeting recording
- Electronic signature
- Appointment booking link
- Subscription form extension
- Unlimited referrals
Founder price: locked in for life before 30 September 2026 — 12 days left
FAQ
The questions wealth advisers ask us.
Will AI send something to a client without me?
No. Kaoly prepares drafts and keeps the context. You validate, correct and decide what leaves the cabinet.
Can I start without migrating my entire cabinet?
Yes. Start with a real client workflow and add the rest of your practice when it proves useful. Kaoly is designed to become part of the way you already work.
What should I start with?
A client meeting you need to prepare, document and follow up. It is the fastest way to see whether Kaoly gives you back useful time.
What happens to my client data?
Your client information is handled inside a workspace designed for your firm. Kaoly makes the work easier without removing your professional responsibility.
Give every client meeting a proper follow-through.
Start free with the client work you already have. Keep your judgement, make the follow-up clearer and give the cabinet a shared thread.