Adviser Suite
Lambourne Partners
Internal tools for our advisers — file notes, portfolio review, paraplanning, compliance.
Welcome,
adviser
Your tools
Recent client work
How the suite fits together
Run a meeting → generate file notes. Pull a fact find or portfolio report into a review meeting cover sheet. Use the file note to brief a paraplanner with the SoA Request Generator. Compare platform fees with the WealthSolver. Check the resulting SoA against compliance standards before sending.
Each tool runs entirely in your browser. Client data is sent only to Anthropic (and Deepgram, where audio transcription is involved) — never to anyone else, never stored on a Lambourne server.