Overview
Bravo is an AI-driven conversational guidance platform engineered for retirement plan advisors and wealth management institutions to uncover out-of-plan assets. Operating as a white-labeled engagement layer for 401(k) plan participants, the tool delivers real-time financial guidance while utilizing Plaid account aggregation to identify held-away assets, idle cash balances, and orphan accounts. When outside wealth opportunities are detected, the system secures participant permission to orchestrate calendar scheduling, generate contextual talking points, and route qualified pre-meeting briefs directly into an advisor's CRM.
