Win the first call,
keep the relationship.
Capture and qualify every prospect with discretion, book the discovery call, and keep the relationship on a rhythm with recurring reviews and quiet follow-ups.
A relationship business, kept on a rhythm.
Recurring reviews, booked on cadence
Portfolio and relationship reviews are the heartbeat of the practice. Moshivo keeps the cadence, so the next review is scheduled before anyone has to chase it.
A memory of every relationship
Goals, history and context stay on the client record across years, so every conversation picks up exactly where the last one left off.
Discreet follow-ups, never a sales push
Quiet, well-timed reminders and check-ins in your own voice. The tone of a private office, not a discount campaign.
When a prospect is ready to talk, your practice should not make them wait.
Moshivo Wealth helps prospects state their needs, answer key qualification questions, see available slots, and book a discovery call directly from your website or WhatsApp, while your team keeps full visibility in one pipeline.
How an inquiry becomes a booked discovery call
Follow one inquiry through the desk, captured on the first message, qualified, booked, reminded and measured. Every step, exactly as your clients would live it.
A learning loop that compounds every day.
Capture, respond, book and learn, every conversation feeds your practice's memory, so replies get sharper and more inquiries become booked discovery calls.
Capture
Every wealth inquiry across WhatsApp, LINE and web becomes a tracked lead. Nothing lost.
Respond
AI-assisted replies drawn from your memory — expert, discreet and value-focused.
Book
Qualify, remind and recover no-shows, so discovery calls are kept.
Learn
Every conversation refreshes the memory overnight — client goals, frequent questions, fee objections.
Choose the right conversion desk for your practice.
Starter
Unlimited users
Take bookings from your website, answer every channel in one place.
Best for practices that want their existing website to book discovery calls, with every inquiry answered from a single inbox.
- Website booking widget and booking link
- WhatsApp, LINE and email in one inbox
- Discovery call back-office with Google Calendar sync
- Automated reminders and no-show follow-up
Growth
Most popularUnlimited users
Add an assistant that answers, writes and books for you.
Everything in Starter, plus the AI: it answers visitors on your site, drafts your replies and writes your posts and articles, in your voice and within your rules.
- Everything in Starter
- AI agent that answers and books on your website
- AI-drafted replies in your inbox
- A blog written for you, in every language you sell in
- Social publishing and landing page, with AI-written copy
- A memory of your practice: correct it once, it applies everywhere
Performance
A team on your side, doing the work.
Everything in Growth, done with you: we rebuild the page that converts, run your campaigns and produce the content, reported against booked discovery calls.
- Everything in Growth
- A dedicated Moshivo specialist
- Conversion-focused website rebuild
- Meta and TikTok campaigns run for you
- Content produced with you, month after month
- Reporting from ad spend to booked discovery call
The questions wealth practices ask us most.
WhatsApp, LINE, Instagram, Facebook Messenger and your web form, with optional Google Calendar sync for booking. We capture and qualify every inquiry, then book the discovery call with the right advisor.
No. Moshivo is a front-desk conversion layer — capture, qualify, book, remind and follow up. Portfolios, mandates and compliance records stay in your existing systems; we handle the commercial front office, not your books.
Deliberately minimal: the qualification flow collects only what is needed to route and book — nature of the need, horizon, contact details. Prospects keep the substance for the discovery call, and your data stays scoped to your practice.
Your team owns the conversation and confirms the discovery call. Moshivo gives them the pipeline, templates, reminders and follow-ups to reply fast — on WhatsApp, LINE and web.
Everything in your plan is included, for unlimited users, and we never charge per user. Two things sit outside it. LINE and WhatsApp charge their own messaging fees, billed by them on your own account and never marked up by us. And Growth includes a monthly AI usage credit that covers normal use of the assistant; sustained use beyond it may incur additional fees. Both are set out in our Usage Terms.
Ready to turn wealth inquiries into booked discovery calls?
Set up in minutes — your first inquiry answered today.