We built this for Ethic
This isn't a slide deck. It's a working AI agent that handles questions about values-aligned investing, tax management, portfolio solutions, platform onboarding, and more. Try it.
Try the Chat Agent
Ask about values-aligned investing, tax-loss harvesting, portfolio solutions, getting started on the platform, or anything an Ethic advisor might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the Voice Agent
Same AI, same knowledge -- just over the phone. Call to experience what your advisors and clients would hear.
(518) 622-4334US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Ethic
Built around real advisor and client scenarios -- investment questions, tax optimization, values alignment, and platform support.
Natural Conversations
Advisors and clients ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues -- not just FAQ lookups.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Advisors and clients get consistent answers however they reach out.
Financial Compliance Built-In
Built for SEC-registered advisers. Safety controls prevent unauthorized investment advice, audit trails track every interaction, and escalation paths keep you compliant.
24/7 Availability
Markets don't wait for business hours. Lorikeet handles investment questions, tax inquiries, and platform support around the clock.
Ready for Your Systems
In production, connects directly to your advisor data, portfolio systems, and custodian APIs. This demo shows the experience -- yours will have real integrations.
Deploy in Days
This entire demo -- support scenarios, knowledge base, voice and chat -- was built in hours. Your production launch can be just as fast.
How we built this for you
This demo? Built from scratch for Ethic. Real logic for real scenarios.
Mapped Your Scenarios
Investment solutions, tax management, values-aligned investing, platform onboarding, and general inquiries -- all handled with dedicated support logic.
Added Your Knowledge
SMAs, direct indexing, tax-loss harvesting, ESG screening, custodian integrations, onboarding flows -- all instantly searchable by the AI.
Set the Safety Controls
No unauthorized investment advice. No fabricated performance data. Every response stays on-brand and within SEC compliance boundaries.
Went Live
Chat and voice are working right now. Ready to connect to your actual advisor data, portfolio systems, and custodian APIs.
Ready to Add the World's Best CX AI?
Connected to your actual advisor and client data. Handling your real support volume. This sandbox is just the start.
Finish Setting Up Your Sandbox