Build a personalized AI advisor for your clients in hours, not months. Everything on this page is a live Lorikeet SDK integration.
Same AI, same knowledge — over the phone. No phone trees, no hold music.
(575) 570-8979US number • Available 24/7
Ask anything a Betterment client would. Portfolios, tax savings, retirement planning, goals.
In production, the widget is fully customizable to match your brand.
Natural language understanding, tool orchestration, fiduciary guardrails, and compliance controls — all out of the box.
Portfolio APIs, account feeds, tax data, knowledge base articles
Portfolio review, tax optimization, retirement planning — in plain English
No return guarantees, escalation paths, tone of voice, SEC/FINRA compliance
Ship it inside Betterment. Watch client satisfaction in real time.
Every query below is handled by the live agent on this page.
"How are my investments doing?" with real-time returns, allocation breakdown, and benchmark comparison.
"How much has TLH saved me?" with estimated tax savings, harvested losses, and wash sale status.
"Am I on track to retire at 60?" with projections, contribution analysis, and glide path details.
"How's my house fund?" with progress to target, projected completion date, and allocation details.
"Should I convert this year?" with tax bracket analysis, recommended amount, and deadline awareness.
"What's my Cash Reserve earning?" with APY, FDIC coverage, and balance details.
"Your clients already trust Betterment with their financial future. Give them an AI advisor that's always available."
The Lorikeet SDK handles the hard parts — NLU, guardrails, compliance, orchestration. Your team focuses on the client experience.
Talk to Lorikeet