The Nashville-based RIA platform Advisor CRM has launched Ember, a new AI-powered client engagement tool designed to fix the onboarding gap that frustrates financial advisors. Ryan Borer, managing partner at Advisor CRM, stated that advisors excel at building trust but struggle with collecting client information, noting that "the moment they need information from that client, the experience collapses." Ember allows advisors to build, send, and manage branded client-facing workflows through a single secure link across devices, handling prospect intake, onboarding, retirement planning checklists, event registrations, risk assessments, and ongoing communication without requiring clients to create an account. When a client finishes a workflow, Ember produces an individualized summary of objectives, priorities, and follow-up actions, with all AI-written reports reviewed by advisors before publication. Priced at $89 per month, Ember includes 100 AI assists, unlimited client processes and team members, AI-generated client narratives, and a branded client portal. It can function as a standalone product or alongside Advisor CRM's core platform, which entered the market in November 2024.