Free tools
No client data required. No trial clocks. The tools work from what you already carry — your writing, your models, your philosophy.
Lead tool · free
Upload client letters, market commentary, meeting summaries — your words. Light scrubbing removes names; no client data is needed or stored.
A short intake on how you invest and how you say things — risk posture, allocation defaults, the phrases that are yours.
WilliamFrank drafts commentary, letters, and follow-ups in your voice, on evidence-based rails, with the compliance screen built in. You edit; it learns.
Your voice agent is your IP. If you leave, it goes with you in a portable form. We think the promise only means something if that's true.
Free
Paste any client-facing draft. The screen runs Marketing-Rule tests, prohibited-language checks, and disclosure timing — and returns a specific list of edits, not a verdict. Built into the drafting flow; also works standalone.
Try it in the studio →Free
Upload a model portfolio — never client accounts. Get a structured read on cost drag, factor exposure, uncompensated concentration, and tax awareness, framed as estimates with the assumptions shown.
Run a critique →Estimates are labeled as estimates throughout. Nothing in these tools is personalized investment, legal, or tax advice, and results depend on assumptions you can inspect.
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.