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Lira unifies your fragmented tools into one intelligent system, giving you complete control of your data, accurate answers in real time, and AI agents that execute workflows on your behalf.
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Connect. Delegate. Done.
Lira plugs into every tool in your stack - then agents complete the tasks end to end, inside the tools you already use. No new workflows. No switching.
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Connect your entire tech stack
Planning software, CRM, email, trading platforms.
Ask a question or assign a task
Use the Al Chief of Staff to surface what needs attention
Agent completes it, you review
You get notified when the task is done.
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AI Agents: Your Tech Stack, Automated.
Automatic plan updates
Detects life events across emails, meetings, and notes, then automatically updates the financial plan to reflect changes in real time.
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Full-Context Emails
Drafts client emails using your entire data stack, so every response is accurate, personalized, and complete.
Automated Form Filling
Completes forms across your tools using existing client data, eliminating manual entry and reducing errors.
Real-Time Data Sync
When one data point changes, Lira updates it across your entire stack, keeping every system consistent automatically.
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Lira handles onboarding. You handle the relationship.
A new client shouldn’t mean days of data entry across six platforms. Lira’s Onboarding Agent coordinates the entire process - form filling, CRM updates, custodian submissions - and only checks in when a human decision is needed
New clients are up and running in hours
Data entered once and carried across every platform - no duplicate entry.
Nothing gets lost between steps
Every stage is visible - done, pending, or waiting on a human decision.
Every advisor runs the same process
Consistent from day one no improvised sequences, no missed steps.
Standardized across the team
Every advisor runs the same onboarding process. No improvised sequences, no missed steps consistent from day one regardless of who's handling it.
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Every client email answered accurately, not just quickly.
Generic AI email drafts miss the point. Lira's Email Agent reads the client's question, queries their financial plan for context, and produces a response grounded in their actual situation. No copy-pasting between tools.
Grounded in the actual plan
Independently audited with full security, access controls, and auditability
Focus on priorities
Communication are prioritized by urgency and cllent context automatically.
No stalling
Lira surfaces next steps and lets you delegate them in one click.
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See how the whole business is performing. No manual reporting.
Your firm's data is spread across 10 platforms and right now, getting a clear picture of what's happening means pulling reports nobody has time to run. Lira unifies everything and lets you query your own business in plain English.
Book a Demo
Firm analytics dashboard
AUM by advisor, revenue concentration, client health, auto-populated, always current.
Shared task visibility
See what matters, not just what's new. Shared task visibility across your entire team.
Standardized workflows
One way to work. For everyone. Standardized workflows your whole team actually follows.
Growth opportunities
Surfaces hidden revenue signals — from data that was always there, never connected.
Audit-ready compliance trail
Every action, recorded and ready. A complete compliance trail whenever you need it.
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Works with everything in your stack. No new tools. No new workflows. No switching.
Lira connects to every tool your firm uses and works inside them. No switching, no replacing, no retraining. Your advisors keep working exactly as they do today. Lira just handles the parts that shouldn't require a human.
SOC2 type 2
Independently audited. On the path to SOC2 type 2 and ISO 27001.
Your data stays yours
Zero data retention with all AI providers. Client data is never used to train models by anyone.
Pentest verified
Regular third-party penetration testing. Vanta Trust Center available for your compliance review.
