Wasp for advisors whose promises are what clients trust
A client's trust is built on the follow-ups you said you would make, not on the returns you cannot control.
The short version
Financial advisory relationships run on promised follow-ups: a rebalance, an updated plan, a call after a life event. Wasp catches those commitments as they are written in email, and treats your client data the way it treats everyone's: it reads for the commitment, not the content.
The commitment pattern
Clients cannot control markets, and mostly know it. What they can and do judge is whether you followed up when you said you would: the updated plan after a review, the rebalance you mentioned, the call after they told you about a new job or a new child. Each of those is a promise made in an email, and with a full book of clients, the ones that slip are rarely the clients you spoke to that week.
On data: Wasp reads Gmail and Calendar to find the commitment in the message, then discards the message itself. It never sees account numbers or portfolio data, because it is never looking at your other systems, only at what you wrote.
What Wasp catches for you
- An updated plan or rebalance you told a client was coming
- A call you promised after a life event they mentioned
- A follow-up after a review meeting you said you would send
Who this fits
This fits advisors managing a full book of client relationships where follow-through is promised in email and is the actual basis of client trust.
If your CRM already enforces a follow-up task for every client touchpoint and your team clears it reliably, that system may already be doing this.
Where Wasp is today, plainly
Wasp is pre-launch. The product is built and the waitlist is open, and there is nothing to buy yet. There are no customer testimonials on this page because there are no customers yet. Rather than borrow someone else's quotes or manufacture any, here is what can be checked instead: the live demo runs the real interface on invented data with no account needed, and the changelog lists what has shipped and when.
Questions
Does Wasp access account numbers or portfolio data?
No. Wasp reads Gmail, Google Calendar and Slack to detect commitments in the text of a message, then discards the message. It has no connection to a custodian, a portfolio system or account data of any kind.
Is this compliant with how client communication needs to be handled?
Wasp stores only the derived commitment, its deadline and a link back to the source message, never the message body. Confirm this fits your firm's specific retention and compliance requirements before connecting an account.
Next
Joining the waitlist puts you in the queue for early access as it rolls out in waves. It costs nothing and there is no card involved.
Other use cases: who else Wasp is for. Comparing Wasp to what you use today? See how Wasp compares.