You take the handshake.
Whaler takes the keyboard.
Whaler is the AI meeting copilot for independent financial advisors. It hears both sides of a client meeting live, flags compliance moments as they happen, and hands you the full structured report — facts, action items, follow-up email — seconds after you say goodbye.
~15s
Meeting → Full Report
Live
Compliance Flags, Evidence-Linked
EN·中文
Fully Bilingual
The Live Meeting View
While you talk, Whaler works.
Both voices captured and labeled — your microphone is you, the room or the call is your client. Compliance moments surface the second they're spoken.
Live transcript
Tech has been keeping me up at night. I want to sell half my Apple position and move it somewhere safer.
Understood — trim the Apple position by half, into a core bond fund. I'll send you the trade authorization form today.
Also, I got married last month. I'd like to add my wife as the beneficiary on the account.
Congratulations! That's a beneficiary designation form — I'll include it with the documents.
And what's the management fee on that balanced fund you mentioned?
…
Rolling summary
Quarterly review. Client wants to de-risk: trim Apple by 50% into a core bond fund. Recently married — beneficiary update requested. Asked about balanced-fund fees.
Compliance flags
Trade instruction
HIGHWritten authorization required before execution.
Beneficiary change
HIGHDesignation form + signatures needed.
KYC life event
MEDMarriage mentioned — profile update required.
Fee disclosure
MEDConfirm disclosure documentation is on file.
Stylized rendering of the live meeting view — the workflow shown is the real product.
The Problem
You didn't become an advisor to drown in paperwork.
Canadian independent advisors lose a huge share of their week to admin work that adds zero value to their clients. Meanwhile, the Big Six banks invest billions in tech you can't access.
Compliance Overload
KYC forms, suitability assessments, trade rationale memos — fragmented across CIRO, FSRA, and provincial regulators. One mistake means audit risk.
49% of advisors rate their tech support as "fair or below"
Time Drain
Meeting prep, follow-up emails, CRM updates, scheduling — the admin never stops. Managing 200+ households with manual workflows is unsustainable.
1 in 3 advisors can't devote enough time to clients
Bank Competition
The Big Six control 75%+ of AUM. They have armies of developers building AI tools for their advisors. Independents are left with fragmented, outdated tech.
56% say technology is their top 5-year priority
Everything after the handshake,
handled.
Built for independent advisors and insurance brokers — the people who don't have a bank's back office behind them.
Both Sides, Speaker-Labeled
The desktop app captures your microphone as you and the room or the call as your client — every line labeled live. Who said what is the foundation of a defensible record, and it works for in-person and virtual meetings alike.
Compliance Flags with Receipts
Trade instructions, beneficiary changes, KYC life events, fee disclosures — flagged the moment they're spoken, each one linked to the exact words that triggered it. More flag types are coming, shaped by working advisors.
Report in Seconds
Stop the meeting and the structured report is ready in about fifteen seconds: key facts, decisions, action items you can check off, compliance summary, and a grounded follow-up email draft — because the work happened during the meeting, not after it.
A Memory of Every Client
Every meeting becomes searchable history. Ask what a client decided about Apple three months ago — mid-meeting, without breaking your flow — and get an answer that cites the meeting it came from.
Prep Briefs Before You Walk In
One click before a meeting: recent history, open action items, and life events that need attention, merged into a 30-second read. Walk in knowing exactly where you left off.
English and 中文, End to End
Transcription, live assist, reports, briefs, and the interface itself — fully bilingual, switchable per meeting. Serve your clients in the language they think in.
How It Works
From hello to follow-up,
in one sitting.
Whaler works alongside the tools you already use. Nothing to integrate before you see value in your very first meeting.
Start
Open the desktop app and start a live meeting — or paste a transcript afterwards. No CRM hookup, no data migration, nothing to configure.
Meet
Talk to your client like Whaler isn't there. It transcribes both sides live, labels every speaker, keeps a rolling summary, and raises compliance flags as they happen.
Review
Stop the meeting — the full report lands in seconds. Facts, action items, compliance summary, follow-up email draft. Everything is editable and nothing goes out without you.
Remember
Every meeting joins the client's searchable history. Ask questions across meetings, track open to-dos, and generate a prep brief before the next one.
Where This Is Going
The meeting is the wedge.
The practice is the mission.
Advisors tell us the same thing: documentation and paperwork are where the hours go. Whaler starts where the information is born — the meeting — and grows outward from there.
TODAY
The meeting, closed-loop
Live capture, compliance flags, instant reports, searchable client memory, prep briefs. Shipping now — this is what early access gets you.
NEXT
The paperwork
The forms that eat your evenings: beneficiary designations, KYC updates, trade authorizations — pre-filled from what was actually said in the meeting, ready for signature.
THE GOAL
The back office
CRM entries written, documents filed, follow-ups scheduled, todos chased. Every computer-shaped task in your practice, handled by an agent that was in the room.
Early access, honestly priced:
it's free.
Whaler is in early access with a small group of independent advisors and insurance brokers. No pricing tiers yet, no contracts — just the product, and a builder who wants your feedback.
✓
The full product, free
Everything Whaler does today — live meetings, compliance flags, reports, client memory — free for the length of the early access program.
✓
A direct line to the builder
No support queue. You talk to the person writing the code, and what bothers you gets fixed fast.
✓
Your workflow, on the roadmap
Design partners decide what gets built next — the compliance flags that matter in your practice, the documents that eat your evenings.
Ready?
Your next client meeting
could write itself up.
Whaler is onboarding a small group of early-access partners. Free while in early access — no credit card, no contracts.
Get Early Access →