PatriPilot is an autonomous AI wealth advisor that monitors portfolios, optimizes taxes, and communicates with your clients around the clock. One advisor. Five hundred clients. Zero burnout.
Robo-advisors allocate portfolios. PatriPilot runs your entire practice: tax planning, estate strategy, client relationships, and proactive market intelligence.
Monitors every holding across every client in real-time. Flags drift, concentration risk, and rebalancing opportunities before they become problems.
Scans for tax-loss harvesting, assurance-vie optimization, IFI strategies, and succession planning opportunities. French tax code, fully automated.
Sends personalized market updates, quarterly reviews, and life-event check-ins. Every client feels like your only client.
Goes beyond investments. Real estate (SCPI), insurance, retirement planning (PER), estate planning. The complete wealth picture, managed autonomously.
PatriPilot exists because the next generation of clients deserves 24/7 expertise, and the next generation of advisors deserves to scale without burning out.