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Capture your judgment.

Your team asks. Your Understudy answers like you, in the context of their own work.

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Leo: Add the Acme renewal to Q3?now

Not until it's signed. Unsigned renewals go in the upside case, not the base.

Your forecasting rule · confirmed Aug 21

Maya: How often do I follow up?4m

Day 2, day 7, then every two weeks. Stop after four with no reply.

From your interview · Sep 2

Jordan: Tech is down 18%. Rebalance?9m

You haven't covered drawdowns yet, so it asked you instead of guessing.

Built forAttorneysRIAsCPAsNow Open toFoundersConsultantsExperts

One expert. Every question.

It learns how you decide, answers from what you've taught it, and sends anything else back to you.

Your Understudy learns how you decide.

A short interview

It asks where a beginner would get it wrong.

What you've already written

Memos, checklists, old emails.

You sign the rules

Review what it learned and sign off.

Maya · Account executive

Can we comp an extra strategy session for a Gold client?

Alex's Understudy

Yes. Gold and Platinum get one extra session a quarter at no charge. Standard clients pay the usual rate.

From Alex's Understudy, confirmed Aug 14

Can we match a competitor's fee for a Platinum prospect?

The Understudy does not cover this. Send to Alex?

Answers with receipts.

Shows its source

The rule it came from, and when you confirmed it.

Never guesses

No rule? It says so.

Hands it back to you

Answer once and it knows from then on.

One judgment, everywhere it's needed.

What you teach itThe interviewMemos and checklistsOld emailsYour corrections

UYOUR UNDERSTUDYAnswers from what you've taught it

Who can askYour teamYour clientsAnyone you give access toBack to you, when it doesn't know

Their work. Your thinking.

A draft

Your take on the line you'd change.

A deal

Your terms, before anyone commits.

A decision

The call you'd make, and why.

Q3 forecast · draft by Leo

Base case: Acme renewal, $240,000 (not yet signed)

Alex's Understudy

Alex keeps unsigned renewals out of the base. Move Acme to the upside case until it's signed.

From Alex's Understudy, confirmed Aug 21

See it in action.

Alex’s interview in Wallace Understudy: the interview question “A sector you hold is down 18% this month. When do you rebalance?”, with Alex’s answer typed below it: “Not on the drop alone. I rebalance when a sector drifts 5 points past target, or at the quarterly review.”

Alex’s map, on Clients: five of seven areas confirmed. What can be comped at each service level, and how often to follow up after a proposal, are answered from his interview. When to call instead of email is still open: it will ask him later.

A teammate asks Alex’s Understudy “Add the Acme renewal to the Q3 projection?” It answers “No. Alex keeps unsigned renewals out of the base. Put Acme in the upside case.”, with its source open: the rule “Unsigned renewals stay out of the base projection,” said in the interview.

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Questions

What is Understudy?

An AI trained on how one person decides. The people they choose can ask it. It answers from what that person has taught it, and sends anything else back to them.

Who is it for?

It was built for attorneys, RIAs, and CPAs. Founders, consultants, and subject matter experts can now use it too. Financial advisors get the most built-out version.

Who can see my Understudy?

Only people you invite or send a link to. You can take access back anytime.

Does it give advice of its own?

No. It answers from what you've taught it and sends everything else back to you. It is not investment advice.

Is my data used to train AI?

No AI is trained on your clients' data, and your Understudy can't be copied or exported.

How do I get started?

Request early access and we'll walk you through your first interview. Financial advisors can start today, from $199 a month.

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