Our support team is available to help you get the most out of Russell Capital AI Wealth OS.
After signing in, you'll land on your advisor dashboard. Use the Strategy Lab to run Roth conversion ladders and IUL projections. Add clients via the Clients section, then track deals in the Pipeline.
The AI Assist panel generates full financial strategies based on client demographics and asset data. Results are grounded in your Knowledge Library documents for compliance-aligned output.
Invite team members from the Team settings page. Roles include Admin, Advisor, Analyst, and Viewer. Invitations expire after 7 days.
Email: [email protected]
Response time: within 1 business day for Growth plans, same-day for Professional and Enterprise.