Scale Your Practice with
a Virtual AI-Lira AI
Focus on delivering world-class advice and driving growth — let experienced Lira AIs handle everything else.
Only the top Lira AI join our team
Only the top 2% of applicants become Lira AIs on our team. Each undergoes a rigorous vetting process to ensure your practice gets exceptional support.
- ✓ Certified Financial Planners
- ✓ 10+ years of industry experience
- ✓ Tech-fluent and tech-stack agnostic
- ✓ Detail-oriented and deadline-driven
- ✓ Experienced with leveraging AI tools
Up and running in four steps
No hiring, no onboarding headaches — your Lira AI plugs into the tools you already use.
Book a demo
Tell us about your practice and where the time is going.
Get matched
We pair you with a Lira AI suited to your workflow and clients.
Connect your stack
Your Lira AI plugs into your CRM, planning, and calendar tools.
Delegate & grow
Hand off the busywork and put the reclaimed hours into clients.
Offload the Work That Slows You Down
Let a dedicated Lira AI handle the manual work — data entry, plan inputs, research, modeling, compliance tasks, and meeting prep — so you can reclaim hours every week and stay focused on clients and growth.
Deliver Better Client Service
With preparation, follow-ups, presentations, and proposal work handled for you, your meetings run smoother, your responses are faster, and your clients feel more supported.
Client Meeting
Grow Your Firm Without Adding Operational Burden
Scale your capacity instantly without hiring, training, or managing more staff. Your Lira AI plugs directly into your existing workflow and expands your ability to serve more clients at a higher standard.
Advisors are getting their time back
Our Lira AI took over plan prep and client follow-ups in the first week. My calendar finally has room for actual advice conversations again.
I was skeptical about handing off compliance-heavy tasks, but the vetting process shows. Every deliverable comes back review-ready.
We grew our client base by a third this year without adding headcount. The Lira AI just scaled with us.
Plans that scale with your practice
Every plan includes a dedicated, vetted Lira AI — pick the coverage that matches your workload.
- ✓ 20 hrs/week of delegated work
- ✓ Data entry & plan inputs
- ✓ Meeting prep
- ✓ Email support
- ✓ 40 hrs/week of delegated work
- ✓ Everything in Starter
- ✓ Proposal generation
- ✓ Compliance task handling
- ✓ Priority support
- ✓ Dedicated Lira AI team
- ✓ Everything in Growth
- ✓ Custom workflow integration
- ✓ Dedicated account manager
Questions, answered
What exactly does a Lira AI do?
Your Lira AI handles the recurring paraplanning work behind every client relationship — data entry, plan inputs, research, modeling, compliance prep, and meeting follow-ups — so you can stay focused on advice.
Do I need to change my current tools?
No. Your Lira AI works inside the CRM, planning software, and calendar you already use — nothing to migrate.
How are Lira AIs vetted?
Only the top 2% of applicants are accepted. Every Lira AI is a certified financial planner with 10+ years of industry experience and a track record with AI-assisted workflows.
Can I switch plans later?
Yes — upgrade, downgrade, or add a second Lira AI to your account at any time as your practice grows.
Ready to scale your practice?
Book a demo and see how a Lira AI fits into your workflow.