✅ Done-For-You Setup — When you purchase our annual plan setup costs $0 (a $500 value)
💻 We configure the tech details and train your FidUlink AI on your firm's name, voice, and brand — completely free.
🔒 30-Day Money-Back Guarantee
Meet FidUlink AI
An all-in-one communication super suite for fiduciary firms
Providing a seamless AI-powered communication suite — pre-built for prospect and COI outreach with 100+ hours of pre-built automations and messaging — ready to go from day one and designed to support true financial pros.
Who We Are
Meet FidUlink AI
FidUlink AI isn’t just a CRM or just a marketing tool. It brings together marketing, conversations, scheduling, follow-up, automation, and AI assistance into one system while intentionally leaving client service and advice delivery in your financial-planning CRM.
Most fiduciary firms didn’t set out to build a complicated tech stack, it happened one reasonable decision at a time.
We help solo CFPs and growth-focused RIAs ($50–500M AUM) add $1–6M in new assets under management and capture prospects automatically with compliant funnels launched in days without hiring another assistant or managing five different software systems, thanks to our Done-For-You AI Employee and all-in-one communication platform.
How We Help
FidUlink AI replaces many point solutions in a fractured tech stack — funnels, scheduling, SMS, calling, chat, and automation — bringing them together into one integrated system, a unified onboarding experience, and a single support relationship.
At the same time, it deliberately complements your existing financial planning CRM instead of competing with other parts of your tech stack. Use the parts you need. The other parts of the platform are available if you ever need them.
Replaces a fractured Tech Stack With One Integrated System
Built Specifically For Fiduciary Firms And CFP® Professionals
Designed To Work Alongside WealthBox, RedTail and other financial planning CRMs — Not Compete With Them
Designed by knowledgeable experts to support your compliance requirements.
15+
Registered Investment Advisory Firms
20+
Combined Years
of Experience
16
Different Marketing
Programs to attract Ideal Clients
TRY IT RISK FREE
100% Money Back Guarantee
We put a lot into your onboarding — configuring your platform, training your AI, and deploying pre-built automations specific to your firm. We do that upfront because we're confident in what we've built.
If within your first 30 days FidUlink AI isn't the right fit, contact us and we'll refund your subscription. No drawn-out process, no fine print designed to trap you.
We built this for fiduciary firms because we believe in the work you do — and we hold ourselves to the same standard.
What People Are Saying
An AI-driven tool that elevates employees by freeing their time to learn new skills is something definitely worth learning about. As for InvNews calling people 'back office' - not a fan as those OPERATORS stablize and scale the business so client-facing personnel can onboard more clients and owners can achieve high valuations. Look forward to seeing FidUlink AI elevate vs eliminate as that means the businesses are growing, helping more consumers, and providing career paths to their loyal personnel. Onward and up!
I feel like I'm walking the booth rows at T3 Technology Tools for Today and just stumbled into the future. It's exciting to see what hashtag#FinServ marketers are cooking up in the age of AI. Jacob's idea is all about saving time and making your life easier. Who doesn't love that?
Streamlining tech with one solution greatly enhances efficiency and reduces stress.
Nice! Tech not talking to each other is one of the biggest challenges we see (and one of the things that keeps our team busy....) so it's great you put together a tool to solve for this!
AI is absolutely reshaping the financial services industry especially on the operational side. But this piece highlights something important: while back-office roles are being automated, the value of trusted advisors is actually becoming more pronounced. Technology may handle the tasks. But trust, judgment, and human guidance still win the day.
A great package for Financial Advisors.
I concur that AI is an advice helper, but it can’t replace a real financial advisor.
This is absolutely amazing. The tech is tending towards agentic AI. We need to be having these conversations more often.
Let's Build Your Comprehensive Communication Super Suite
With a $0 setup and 30-day Money Back Guarantee, you have nothing to lose and everything to gain.
Let’s work together to create a personalized communication super suite that optimizes your time, puts your goals within reach, and gives your team peace and extra time for client work. Start today!
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