These assistants draft. A person sends.

Mutual fund wholesalers work under FINRA and privacy rules. This pack is desk work only. We do not claim the assistants may touch client files, or send anything an advisor or a client will see. That waits for a compliance review.

They do not send email. They do not log into a mailbox or a CRM. They do not read client files. They do not give investment advice, and they do not promise what a fund will do. They do not file, sign, submit, or approve anything. They do not call a draft pre-approved.

Sales Outbound, Inbox Manager, and Campaign Manager write drafts. The wholesaler sends. Event Planner does not book a paid room. Trip Planner does not book travel or spend money. Activity Logger does not record a call or send the log. FINTRX Finder does not log into FINTRX, contact anyone, or pull holdings. PitchBook Prepper does not log into PitchBook or promise what a fund or company will do. Compliance Coach does not give legal advice, approve a piece, or file anything. Expense Manager does not submit a report.

Do not paste end-investor names, account numbers, holdings, or Social Security numbers. An advisor name and firm are allowed when the wholesaler types them.

Not in this pack: an assistant that emails anyone on its own, an assistant that reads client accounts, and an assistant that files forms. This page does not collect email.