PRÆTOR for investment advisors · Every advisor operates like ten

PRÆTOR · FOR ADVISORS

For advisors

Every advisor operates like ten.

WhatsApp-native agentic platform for investment-advisory firms that want to scale revenue without multiplying headcount.

Schedule executive demo

§ 01 · THE PROBLEM

The problem

Tight margins. Every new client demands time from the senior advisor.

Suitability, KYC, monthly reports — they consume the time of whoever should be selling.

And the clients' WhatsApp never stops.

§ 02 · WHAT CHANGES

What changes

The advisor begins to operate like ten.

WhatsApp in seconds, in the right tone

Client message arrives. PRÆTOR identifies intent, drafts a reply in your tone of voice, verifies compliance, logs the activity. You approve with one click.

Briefings ready for every call

Before calling a client, the advisor opens the app and sees: current position, portfolio drift, news affecting holdings, suitability, open items — all on one screen.

Automated suitability, KYC, reports

The advisor moves from producing to reviewing. Operational time goes down. Client time goes up.

§ 03 · WHATSAPP-NATIVE

WhatsApp-native

The advisor's primary channel is WhatsApp. PRÆTOR was built for it.

Direct connection via OpenWA — self-hosted, no per-message cost from Meta Business API, no volume limits.
Every inbound message: intent → reply → compliance → activity logged — in under 60 seconds.
Voice preserved — the agent learns each advisor's style and keeps the voice the client knows.
Optional human approval — you decide which reply types go out automatically and which pass through review.

§ 04 · COMMERCIAL MODEL

Aligned commercial model

Commercial model on request.

Each deployment is calibrated to the operation size, the affiliated distributor and the profile of the clients served. Request a conversation to receive the proposal.

§ 05 · COMPLIANCE

Compliance within the advisory framework

Ready for distributor models such as XP, BTG, Genial and others.

Full audit trail — every agent decision is logged with timestamp, context and rationale.
Per-interaction logs — exportable for internal or distributor audits.
Human approval at critical points defined by the firm.
Automated suitability cross-referencing the client profile with the suggested product, before the reply goes out.

§ 06 · COMPARISON

Comparison

PRÆTOR vs. what you use today.

PRÆTOR compared to hiring more advisors, generic AI and traditional CRM
Hire more advisors	Fixed cost, variable cost, training and churn risk. PRÆTOR: operational capacity, no hire.
ChatGPT or generic AI	Does not know your client. PRÆTOR lives inside your CRM and learns every relationship.
Firm's traditional CRM	Stores data. PRÆTOR operates the data — serves the client, schedules, replies, logs.

§ 07 · CONTACT

Schedule an executive demo.

30 minutes. Direct with the PRÆTOR team. Product walkthrough + Q&A.

Request contact

Or write to info@praetor-ai.tech

PRÆTOR for investment advisors — WhatsApp-native agentic platform for the autonomous investment agent