Product design · Design systems
Advisor Copilot
Overview
What is Advisor Copilot?
Advisor Copilot is an AI-powered productivity platform designed for financial advisors. It provides intelligent tools such as Meeting Assistant, Writing Assistant, and Client Insights Dashboard to streamline daily workflows and reduce manual work.
The challenge
Make a complex product feel like one product.
Advisor Copilot is an AI-powered productivity platform designed for financial advisors. It provides intelligent tools such as Meeting Assistant, Writing Assistant, and Client Insights Dashboard to streamline daily workflows and reduce manual work.
Branding and Visual Identity
Branding and Visual Identity
Foundations
Typography
Spacing
Icons
Components
Button
Input
Analytics
Components
Advisor Copilot