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AI Platform for Financial Advisors

Focus on what matters, and leave the rest to us.

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Works with

Trusted by dozens of firms

Benefits

Unleash your firm's potential

Don't let your back office hold you back.

Meeting Notes

Thyme joins your online, in-person, and phone meetings, and generates transcripts, summaries, and follow-up emails.

Client Portal

Your clients can log in to manage their tasks, exchange files securely, and track their portfolio.

Onboarding

Create rich questionnaires, including e-signatures and file uploads, and assign them to prospects and clients.

Billing

Bill your clients directly from within Thyme starting at just 0.8% for ACH.

Document Intelligence

Turn 1040s, W2s, estate documents, and custodian statements into data and insight.

CRM Integrations

We support your stack, from CRM, to online meeting tools.

Features

Holistic AI Engine

With context from meetings, emails, documents, and more, our AI uses the big picture to uplevel your advice.

Security

Privacy & Security

We follow best practices for privacy and security that align with regulatory requirements.

Security first

Security is Thyme's priority. Our founders have a decade of experience as SWE in the finance industry, and we only use leading cloud providers. We've passed security reviews by Microsoft, Google, and Zoom.

TLS 1.2

We use strong encryption, in transit and at rest, using TLS 1.2, and strong hashing algorithms. Our authentication is handled by Auth0, and 2FA via rotating codes is available.

Artificial Intelligence

Thyme uses AI models to power parts of the application. As per the contract with our cloud providers, we own the input and output of these models, and no information is ever shared or used in training. AI is as safe as any other cloud service such as a database.

Testimonials

What customers are saying

Trusted by dozens of firms - hear their take on Thyme.

  • Saving me hours each month.
    Setting up Thyme took just a few minutes. Their summarization feature works great, and I love being able to ask plain questions about previous conversations.

    Scott Boyles

    CFP®

  • Game changer.
    Instead of handwriting follow-up emails and manually entering tasks, I use Thyme to do all this with a couple of clicks.

    Mark Wyand

    Founder of Layline Advisors

  • As a Fee-only advisor, efficiency is the name of the game. I've been particularly impressed with Thyme's onboarding. Their drag and drop interface is a delight, and I no longer rely on JotForm.

    Travis Tracy

    Founder at FortitudeFP

  • I've been able to simplify my stack with Thyme. What used to be five different subscriptions is now just Thyme: meeting notes, billing, file handling, forms, and a client portal with portfolio tracking and client tasks

    John Munley 

    Founder at wHealth Advisors

  • Thyme has built a powerful suite of solutions designed to simplify and automate the advisors' day-to-day activity. They offer a productivity boost that is major welcome news for any advisor providing them more time to build and manage client relationships.

    Matt Moynihan

    Financial Services Digital Executive

  • I am fascinated by the household summary. I manage a few households and the ability to quickly come up to speed on someone that I haven't talked to in a while is priceless.

    Avanti Shetye

    CEO at Wealthwyzr

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Turn on Thyme, and you won't look back.

Meet Us

AI platform for financial advisors.

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