Know what your clients believe before you act.
Ruby is the execution operating system that tells financial advisors when a client is ready — and when they’re not.
Network Intelligence
47 contacts analyzed
Total Contacts
47
T1: 12 | T2: 18 | T3: 17
Avg RRPS
68
Relationship Priority Score
Avg Need Index
54
Planning topic density
Network Health
HIGHTop persona: Wealth Builder
VIP Top 10
| # | Contact | RRPS | Tier | Window |
|---|---|---|---|---|
| 1 | Sarah Chen | 87 | 1 | Now |
| 2 | Marcus Webb | 74 | 1 | 14 days |
| 3 | Diana Foster | 62 | 2 | 30-60 days |
Activity without belief is just noise.
Most advisor platforms optimize the wrong thing. Ruby fixes the root problem.
You're guessing who's ready
Advisors chase activity signals that don't correlate with client readiness. A meeting booked doesn't mean a decision made.
Your CRM can't tell you why
CRMs track what happened — calls logged, emails sent, tasks completed. None of that tells you what the client actually believes.
Effort without clarity burns you out
You spend the same energy on every client regardless of their state. Some need a nudge. Others aren't close. You can't tell which is which.
Built for how advisors actually work.
Three capabilities. One operating system. Zero guesswork.
5-Day Activation
A structured journey that builds your execution operating system in under a week. Each day layers on intelligence, strategy, and permission — in the right order.
- Guided questionnaires tailored to your practice
- AI-generated reports after each day
- Each day unlocks when the prior one is complete
Day 3: Strategy
Define your mission objective and align your approach with what your clients actually need.
Client Intelligence
Upload your book of business and Ruby maps every client across 7 financial planning domains. See who needs what — backed by evidence, not assumptions.
- Automatic segmentation across 50+ contacts
- Need index heatmap with 7 planning domains
- Tier-based prioritization without prediction
| # | Contact | NI | Cash | Prot | Tax | Inv | Ret | Est | Bus |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Sarah Chen | 82 | 7 | 5 | 8 | 9 | 6 | 4 | 3 |
| 2 | James Park | 76 | 3 | 8 | 6 | 7 | 8 | 5 | 2 |
| 3 | Linda Torres | 71 | 5 | 4 | 7 | 6 | 9 | 7 | 1 |
| 4 | Marcus Webb | 65 | 6 | 3 | 5 | 8 | 4 | 2 | 6 |
| 5 | Diana Foster | 58 | 2 | 6 | 3 | 5 | 7 | 8 | 4 |
An Agent That Asks, Not Assumes
Ruby's AI helps you think through each client relationship with precision. It asks the right questions — it never tells you what to do.
- Evidence-based conversation, not generic advice
- Surfaces belief gaps you might not see
- Non-predictive by design — clarity over forecasts
How It Works
Five days. One operating system. Built around your practice.
Define Your Practice
Establish your business identity, strengths, and operating context.
Map Your Clients
Import your contacts and let Ruby segment by belief readiness.
Set Your Strategy
Align your approach with what clients actually need right now.
Earn Permission
Achieve the clearance state that unlocks execution features.
Execute With Clarity
Act on your highest-readiness clients with calibrated effort.
Define Your Practice
Establish your business identity, strengths, and operating context.
Map Your Clients
Import your contacts and let Ruby segment by belief readiness.
Set Your Strategy
Align your approach with what clients actually need right now.
Earn Permission
Achieve the clearance state that unlocks execution features.
Execute With Clarity
Act on your highest-readiness clients with calibrated effort.
50+
Beta Advisors
5
Day Setup
0
Guesswork
100%
Evidence-Based
“Ruby changed how I think about my book. I stopped chasing and started acting with clarity.”
Jennifer Walsh
Senior Financial Advisor, Clearview Wealth
“The 5-day activation was a game changer. I finally know which clients are actually ready.”
David Okonkwo
Wealth Management Advisor, Pinnacle Financial
“I've used every CRM out there. Ruby is the first tool that tells me why, not just what.”
Rachel Nguyen
Independent Financial Planner, Nguyen Advisory Group
Trusted by forward-thinking advisory firms
Frequently Asked Questions
Everything you need to know about Ruby.
Ruby is an execution operating system for financial advisors. It maps client belief states to advisor actions — so you know when someone is ready to act and when they're not. No guesswork, no predictions, just clarity.
No. CRMs track what happened — calls, emails, tasks. Ruby tells you why a client is or isn't ready. It works alongside your CRM, not in place of it.
Lead scoring predicts who might convert based on activity signals. Ruby doesn't predict anything. It maps observable evidence to belief states — a fundamentally different approach that doesn't confuse activity with readiness.
Just your contact list (CSV or Excel). Ruby's 5-day activation guides you through everything else — your practice identity, client segmentation, strategy, and more.
The core activation takes 5 days, with each day building on the last. Most advisors spend 20-30 minutes per day. By day 5, your operating system is live.
Yes. All data is encrypted in transit and at rest. Ruby runs on Google Cloud infrastructure with enterprise-grade security controls. Your data is yours — we never sell or share it.
Ruby is built for financial advisors who are tired of guessing which clients are ready. Whether you're independent or part of a firm, if you want to stop chasing and start executing with clarity, Ruby is for you.
It means Ruby won't suggest you act on a client until the evidence shows they're ready. Every recommendation is gated by observable belief states — not activity metrics, not calendar triggers, not gut feelings.