Opus86
AI-POWERED CRM FOR FINANCIAL PROFESSIONALS

Your CRM
finally has a
brain.

The only CRM built for financial advisors where AI is woven into everything — client records, email, meetings, and follow-ups — so you can focus on relationships, not admin.

AI
Lexi — AI That Knows Your Book
Ask anything — "who hasn't heard from me in 90 days?" or "draft a follow-up for my top prospects" — and get instant answers
✉
AI Email Drafting & Bulk Send
Write one prompt, send personalized emails to your entire book — AI tailors each message with client name, history, and context
☎
Call Logging with AI Notes
Log calls, paste transcripts, and let AI extract action items and save timestamped notes automatically
🎙
Record — Meeting Transcription
Hit record, stay present. Opus 86 transcribes the meeting, pulls key action items, and saves everything to the client record
Trusted by independent RIAs nationwide
$29.99/mo →
Opus86
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Opus 86 · A product of Bright Light Ventures LLC · See Pricing