Stella AI

Stella makes managing admin work as easy as breathing. Now automate your admin tasks from reminders & scheduling to research & email drafts, Stella handles all so you can do more of what you love. All with text or voice message on WhatsApp or iMessage.

Stella AI is a versatile AI assistant designed to streamline administrative tasks for professionals, particularly financial advisors, RIAs, and wealth managers. It automates workflows such as scheduling, email drafting, meeting summaries, and document processing, allowing users to focus on building client relationships and growing their business. Accessible via WhatsApp or iMessage, Stella AI simplifies daily tasks through text or voice commands. Its secure AI capabilities integrate seamlessly with CRM, email, and calendar systems, offering features like meeting transcription, task management, and client planning. By reducing post-meeting work and organizing actionable insights, Stella AI enhances productivity and efficiency for financial professionals.