For your practice
WilliamFrank is an AI harness designed specifically for expert wealth managers, built in the open with a small founding consortium of advisors. Three things come with the seat.
No fee, no rebuild on your own dime. The cost of your seat is ours.
Your clients, your fee. We provide the AI harness your team works in.
A pool of the company's equity is reserved for founding advisors. Your allocation follows the assets you bring onto the rails.
The structure is written out here. The figures are shared one-to-one.
What stays yours
Agents propose; you accept. Every write carries a named actor, and nothing is deleted.
Meeting preparation, drafting in your voice, reconciliation. The hours go where you decide.
Your own agent, mail and calendar connected the day you join, a household ledger with a source on every fact, and Bill in the loop weekly.
For wealth teams who see the administrative inefficiencies, and how AI will unlock what ought to exist in this industry. Small, and by application.
WilliamFrank does not provide investment advisory services. This page describes a program; it is not an offer to sell, or a solicitation of an offer to buy, any security.
Stay close to the thinking
Essays on advisor agency and what agentic rails change — by Bill Woodruff, with WilliamFrank. One deep piece at a time; no noise.