Antoine Rousseau
BODACC sale published
Call before liquidity is parked elsewhere
From acquisition to client satisfaction for financial advisors
Charlie lets an advisor manage 200 clients as if they managed only one
And makes every client feel unique
09:41
Charlie Alerts
Prospecting, portfolios, and monitoring in real time
Sophie Martin
New executive mandate
Qualify personal / business structuring
Karim Benali
DVF property sale detected
Propose liquidity redeployment
Marc Dupont
Transfer-planning window open
Prepare gifting strategy
Julie Moreau
Single-line concentration risk
Prepare wealth rebalancing angle
Alain Petit
Retirement in 6 months
Launch income simulation
Claire Dupont
No report in 32 days
Generate personalized reporting
Jean Durand
AUM drop left uncommented
Schedule retention call
Laura Bernard
Pre-meeting brief missing
Generate 360 summary
Antoine Rousseau
BODACC sale published
Call before liquidity is parked elsewhere
Sophie Martin
New executive mandate
Qualify personal / business structuring
Karim Benali
DVF property sale detected
Propose liquidity redeployment
Marc Dupont
Transfer-planning window open
Prepare gifting strategy
Julie Moreau
Single-line concentration risk
Prepare wealth rebalancing angle
Alain Petit
Retirement in 6 months
Launch income simulation
Claire Dupont
No report in 32 days
Generate personalized reporting
Jean Durand
AUM drop left uncommented
Schedule retention call
Laura Bernard
Pre-meeting brief missing
Generate 360 summary
Which prospect triggered a signal this week?
Which client should I call before they call me?
Which portfolio needs rebalancing now?
Which report must go out this week?
Which prospect triggered a signal this week?
1. Detecting situation signals and relevant events...Running
2. Prioritizing clients, portfolios, risks, and opportunities...Running
3. Generating the prospect sheet, brief, or report...Running
The problem is the lack of infrastructure
1. I prospect with a reason
I call when the situation creates a real reason to reach out.
2. I follow every client as if they were my only client
I detect the right moments and call at the right time.
6 months late
Real time
The opportunity is already gone
The signal caught the moment it drops
45 min
2 min
Of manual prep, every meeting
Client brief, ready to use
Once a year
24/7
Your only real client contact
Charlie watches for you
1 week
200
To report on your whole book
Personalized reports in a few hours
A client supported at the right moment never doubts you
They stay, entrust more, and defend your fees themselves
A client left on their own ends up doubting you
They quietly compare, pressure your fees, then disappear
Well-followed client
Defended fees
More AUM
More referrals
Neglected client
Contested fees
Lost AUM
Lost referrals
Satisfaction · Retention · Referral
Dissatisfaction · Dispute · Attrition
What Charlie does in practice
From prospecting to satisfaction, Charlie detects, prioritizes, and prepares the useful action on your clients and their portfolios, without changing how you work.
Every client feels individually looked after
Even when you manage 200 clients
Cold prospecting
Proactivity
AUM
Client retention
Your current tools
You finally know who to call, when, why, and what to say
Charlie adapts to your organization
Choose your profile
Swipe to compare models
Independent advisor
You work alone on a book you can no longer follow properly. Charlie gives you the infrastructure of a team: signal detection, portfolio monitoring, client briefings. Each of your 200 clients feels like your only one.
Your first signals on your real client base, in 20 minutes
Learn moreThe real questions
Everything you need to know before getting started.
Charlie does two things. It detects signals on your prospects and clients so you know exactly when and why to call. It continuously monitors every portfolio, profile, and situation — and automatically prepares the alerts, briefs, and reports you need to act without delay.