Your Brand. Your Clients. Smarter AI-Driven Service.
Make your practice more cost efficient and generate more leads.
Give your clients 24/7 financial insight and support while you stay in control. A white-label platform that delivers continuous value under your brand. As you determine how to serve your smaller asset clients, The Buckguru is your AI Financial Coach solution to provide great advice, retain relationships, and generate more leads.
Get Started with Basecamp for BusinessYour clients of choice will interact with a platform that looks, feels, and sounds like you. From your logo and colors to your custom AI avatars built around you and your team's advisory voice. Designed to reflect your company's values and offer guidance and advice the way you do today.
Tired of answering those "Got a sec?" questions that turn into a half hour or one hour conversation. Ultimately shrinking your time and your bottom line?
Whether they have questions about budgeting, planning scenarios, retirement goals, or basic financial concepts, the AI works under your brand to:
Your clients feel supported — even when you're offline.
See everything that matters in one place.
Track and manage:
Use data-driven insights to spot opportunities and refine your services.
Your platform supports multiple engagement models:
Prospects
Better than a You Tube Video or a Weekly Newsletter, Buckguru's AI intelligence is a new level of engagement. The Buckguru is constantly nurturing leads and giving you insights to help convert prospects into paying clients.
AI-Only Clients
We know the lower quartile of your client base has become increasingly challenging and tough to service. Due to rising staff costs and technology, the clients and advisors see less value. The Buckguru allows you to serve those clients with your own avatar trained to provide top notch financial coaching in the same style and with the same standards as your existing practice. Your team can still engage and monitor those clients as they see fit, all while saving costs for them and freeing up your most valuable asset-time. Perfect for young clients, smaller asset clients, and even participants in 401K plans you manage.
Upgrade to Full Advisory
When it makes sense either for them or your business these coaching clients can be converted into full advisory clients, giving you a built-in funnel that works around the clock. Whether it's fee-based advice, asset management or other products and vehicles your practice sells.
This platform is built to:
You control the experience, messaging, and client relationships.
The platform enhances, not replaces, your advisory role. Most importantly, stay fully compliant at all times.
Understand client needs and engagement patterns to deliver better service.
AI handles routine questions so you can focus on high-value advice.
Whether you're an independent advisor, a boutique RIA, an insurance agent, or a larger advisory firm, your brand leads the experience.
Clients increasingly expect instant answers and personalized guidance in our 24/7 society.
This platform lets you deliver:
Basecamp for Business gives you the technology to serve more clients, deeper relationships with existing ones, and the freedom to focus on what matters most — providing exceptional financial guidance.
Join the waitlist for Buckguru Basecamp for Business and be among the first to offer your clients 24/7 AI-powered support under your brand.
No long-term commitments. Cancel anytime.
Custom pricing based on your practice size and needs.