Meet Wholesaler Desk
A revolutionary tool created by wholesalers for wholesalers.
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AI teammates you can give real work to. Bots can sign in to your tools, use them just like you do, and come back with finished work.
They draft. A person sends.
Wholesaler Desk
Wholesaler
Draft the follow-up from today's meeting notes. I will edit it and send it.
Inbox Manager
Subject: Follow-up from today's meeting
Thanks for the time today.
The one-page note we discussed is ready for your review.
Happy to walk through it when you are free.
Draft only. You send it.
Message bots like internal wholesalers or teammates
Give tasks to bots like you would an internal wholesaler, on desktop or iOS. They take the desk work from the notes you give them, keep the context of how you work, and come back when your approval is needed.
Work with many bots at once
Create a bot, give it a task, and add another when the work grows. One on inbox drafts, one on meeting prep, one on expenses. They work from the notes you give them. A person still sends.
Each bot has a job
Inbox Manager
Draft
Subject: Follow-up from today's meeting
Thanks for the time today.
The one-page note we discussed is ready for your review.
Happy to walk through it when you are free.
Draft only. You send it.
Chief of Staff
Runs the desk. Tells the wholesaler which of the other assistants to use, and keeps the day's list.
Will not send, log in, or decide for them.
Inbox Manager
Turns messages the wholesaler pastes in into a sorted list and draft replies.
Will not log into email, and will not send a reply.
Expense Manager
Turns receipts and notes they supply into an expense draft.
Will not submit an expense, and will not touch client files.
Campaign Manager
Drafts the campaign plan and the messages in it.
Will not send the campaign, and will not publish it.
Idea Generator
Suggests meeting topics and follow-ups from notes they already have.
Will not contact anyone, and will not promise what a fund will do.
Event Planner
Drafts the agenda, the invite, and the run of show.
Will not send the invite, and will not book anything that costs money.
Meeting Prepper
Builds a short sheet from notes they already have, before an advisor meeting.
Will not look up an account, and will not promise what a fund will do.
Trip Planner
Drafts the itinerary from notes they supply, including travel and the meetings along the way.
Will not book travel, spend money, or send a confirmation.
Activity Logger
Writes a dated log of calls, meetings, and travel from notes they type in.
Will not record a call, watch their work, or send the log anywhere.
FINTRX Finder
Turns notes they already have into a short search they can run themselves in FINTRX, the advisor and family-office list wholesalers use.
Will not log into FINTRX, contact an advisor, or pull holdings or account data.
PitchBook Prepper
Turns notes they already have into a short sheet they can check themselves in PitchBook before a meeting.
Will not log into PitchBook, promise what a fund or company will do, or pull account data.
Compliance Coach
Turns notes they already have into a short list of questions for their own compliance officer.
Will not give legal advice, approve a piece, or file anything.
Pricing
Pro
$549
Billed monthly
Includes:
- Virtual assistant's own computer
- Signs into your tools
- Routines on a schedule
- Work anywhere: desktop, mobile, and more
Pro Team
$749
Billed monthly
Includes:
- Everything included in Pro
- Higher rate limits across all teammates
- Expert
- Custom connector
- 24/7 support
Super Team Plus
$949
Billed monthly
Includes:
- Everything included in Pro Team
- Access to the teammates library
- Custom virtual teammates
- Higher rate limits across all teammates
- 1 on 1 onboarding and support