FidUlink AI is an all-in-one AI-powered communication platform built on the GoHighLevel (GHL) framework — pre-configured, pre-loaded, and done-for-you for financial advisory firms.

It is designed for:

- Solo CFPs and RIAs managing $50M–$500M AUM

- Firms that are losing prospects to slow or inconsistent follow-up

- Advisors running a fragmented tech stack they want to simplify

- Firms that need compliant communication archiving built in

It is NOT a financial planning CRM. It works alongside Wealthbox, Redtail, and similar platforms — not instead of them.

AI Employee — answers inbound calls, engages website visitors, qualifies leads, books appointments 24/7

Email, SMS & Messaging — centralized two-way communication with prospects

Calendars & Scheduling — booking links, automated confirmations, reminders

Funnels, Landing Pages & Forms — built-in lead capture without external tools

Automation & Workflows — 100+ hours of pre-built automations for financial firms

Pipeline Tracking — track prospects from first inquiry to signed client

Website Chat — real-time AI-assisted conversation intake

Social Posting & Scheduling — multi-platform publishing from one dashboard

Reputation & Review Management — automated review requests and monitoring

Compliant Conversation Exporter — automatically backs up GHL communications for SEC/FINRA compliance (included free)

- Monthly: $500/month and $500 Setup fee

- Annual: $5,000/year -- Get 2 months free and save $500 on Setup

- Unlimited FidUlink AI users — no per-seat charge for team members

- Done-for-you onboarding included with Annual — $0 (a $500 value)

- 30-day money-back guarantee

FidUlink AI is an all-in-one AI-powered communication platform built specifically for fiduciary firms — solo CFPs, RIAs, and financial planners managing $50M to $500M in AUM. It replaces the fragmented stack of tools most advisors cobble together — funnels, scheduling, email, SMS, automation, and follow-up — and brings everything into one integrated system. If you're spending money on multiple tools that don't talk to each other, or you're losing prospects because your follow-up process is inconsistent, FidUlink AI was built for you.

FidUlink AI is not a financial planning CRM and doesn't try to be. It's designed to work alongside Wealthbox, Redtail, or whatever you already use. Your financial planning CRM handles client service and advice delivery — FidUlink AI handles everything on the front end: prospect outreach, lead capture, follow-up automation, appointment booking, and AI-assisted communication. They serve different jobs. You keep what you have. FidUlink AI fills the gap it leaves.

The AI Employee handles the first layer of communication so your team doesn't have to. It can answer inbound calls, engage website visitors through chat, qualify prospect inquiries, and book meetings directly to your calendar — even when you're with a client. Think of it as a receptionist and intake coordinator that works 24/7, never takes a sick day, and hands off to you the moment a real relationship needs to start. You do the advising. The AI handles the responsiveness.

Yes — compliance is built in, not bolted on. FidUlink AI includes the Compliant Conversation Exporter, which automatically backs up your GHL communications (emails, SMS, call recordings) to SEC and FINRA-compatible storage. You also get one seat of ComConnect File Sync included — a WORM-compliant cloud storage solution built for financial professionals. Regulators expect you to archive client communications. FidUlink AI makes that happen automatically so you're not scrambling when an audit comes.

Setup is done for you. When you sign up, our team configures your platform and trains your AI on your firm's name, voice, and brand — at no additional cost (a $500 value). You're not expected to figure this out on your own. The platform also comes pre-loaded with 100+ hours of automations and messaging templates built for financial professionals, so you're not starting from scratch. Most firms are operational within days, not months.

Running GHL yourself means you're buying an empty platform and building everything from the ground up — workflows, funnels, templates, compliance integrations, AI setup. FidUlink AI is GHL with all of that pre-built for the specific context of a financial advisory firm, plus concierge onboarding, compliance features that aren't in standard GHL, and ongoing support from a team that understands your industry. You're not paying for software. You're paying for a system that's ready to run.

That's the goal.

FidUlink AI is designed to help solo CFPs and growth-focused RIAs capture an additional $1M to $6M in new assets under management by automating the prospect journey from first touch to booked meeting. When your follow-up is instant and consistent, you stop losing warm leads to advisors who responded faster. The AI handles the outreach. You close the relationship.

No. The onboarding is handled by our team. We configure your platform, connect your integrations, and train your AI on your firm's brand — all included.

After that, you have access to our knowledge base, support, and a team that specializes in financial advisory firms. You're not handed a login and a YouTube playlist.

Most advisors who say this end up being surprised. FidUlink AI is set up by our team. Once it's running, it operates in the background — automations fire on their own, the AI handles inquiries, and you get notified when something needs your attention. The interface is the same platform used by thousands of service businesses who are not tech people. And if something comes up, support is a message away.

FidUlink AI connects with most major financial planning CRMs — including WealthBox and Redtail — through our automation layer, using native integrations or platforms like Zapier and Integrately depending on your setup.

We configure the handoff as part of your onboarding, so when a prospect is marked as a client in FidUlink AI, their data syncs over automatically.

This keeps the two systems doing what they do best: FidUlink AI manages your prospecting, COI outreach, and communication workflows, while your financial planning CRM stays clean with client-only information. No double entry. No manual copying.

Not sure if your CRM is supported? Ask us on the demo — if we don't have it yet, we'll show you how we'll set it up for you today and walk you through our roadmap for deep integrations with your CRM in the future.