WilliamFrank Tools

The tools are live.

Build your evidence-based voice in agent form — plus the compliance screen and model critique. Free for advisors; no client data required.

Start free — build your agent

One sign-in link, no password — the same link creates your free account. Inside, you can also tour the WealthFactor client experience — the live prototype these rails power.

Already building? Sign in See what's inside

Sign in with your work email and start building — your voice agent, the compliance screen, and the model critique are inside. Questions first? WilliamFrank answers in the chat bubble in the corner.

Your voice agent will be your IP, portable if you ever leave. That's the promise the tools are built around.

Stay close to the thinking

The Agentic Wealth letter.

Essays on advisor agency and what agentic rails change — by Bill Woodruff, with WilliamFrank. One deep piece at a time; no noise.

One deep piece at a time; no noise. Unsubscribe anytime.
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