The intelligence layer between advisors & clients.

From documents and records your firm has added to Adrima and approved, such as statements, engagement letters, client plans, meeting notes, and CRM records. Each answer shows the sources it used, clients only see information their firm has approved, and questions that need professional judgment go to the advisor instead of being answered automatically.

Adrima gives advisory firms an AI-powered advisor workspace and a client app connected through one shared intelligence layer. Advisor-approved information improves the client experience, while client questions, requests, uploads, and activity flow directly into the advisor’s workflow.

Adrima is built for any firm that works with many clients, including accounting firms, insurance agencies, financial advisors and law firms, and the client-service teams around them who want to reduce repetitive communication and give clients clearer answers.

Information created on either side becomes useful on the other. Advisor updates, decisions, meeting summaries, and approved explanations can be shared with clients, while client questions and activity give advisors timely insight into what each client needs.

Adrima reduces the time advisors spend searching across systems, preparing explanations, repeating past conversations, and manually turning client requests into follow-up work. It brings the relevant information together and helps prepare clear responses for advisor review.

Not necessarily. Adrima is designed to work alongside your firm’s existing CRM and data systems, without requiring firms to replace their technology stack. Features, integrations, and availability may change as the platform develops.

Client-facing information is based on documents and records your firm has added to Adrima and approved. Advisors control what is shared, internal or unapproved information remains private, and questions requiring professional judgment are sent to the advisor instead of being answered automatically.

Clients get their own app, a client portal with access to information their firm has approved, such as goals, documents, meeting summaries, and explanations. They can also ask questions, submit requests, and upload documents directly through the app.

General AI tools such as ChatGPT and Claude work from the files you attach to a chat or project. In Adrima, your firm adds a document to the client’s file once, and every question about that client, from your team or from the client in their own app, searches the documents that person is allowed to see. Every factual sentence cites the page it came from, clients see only what you have approved, and questions that ask for advice, a recommendation or a tax view go to the advisor instead of being answered.