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Clinking Glasses

Built for wealth advisors

A growth platform
for wealth advisors.

Build your online presence, share your expertise, and reach the clients you want to serve. Bring your growth tools into one workspace. Use the AI assistant to help move your work forward.

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Inside the platform

One workspace. Every next step.

Explore the platform
Overview

Your visibility, priorities, and recent work at a glance.

01 / 8

One workspace. Focused tools for growth.

Actual product screens · fictional demo data

One platform. Tools that work together.

Platform assistant

A starting point for your next move.

Ask questions, develop ideas, and work across the platform through one conversation.

AI search visibility

Make your expertise discoverable.

See how AI answers describe your firm, compare your visibility with other firms, and find useful topics to write about.

Get found in AI search

Help ideal clients find you in AI search.

Investors are using AI to find financial advisors. See what those tools say about your firm and which other advisors they recommend. Use what you learn to create helpful content that makes your expertise easier to find.

Follow the answers
across AI engines.

  • ChatGPT
  • Claude
  • Gemini
  • Perplexity
  • AI Overviews
  • AI Mode
  • Copilot
  • Meta AI
  • Grok

Create content AI can
recognize and recommend.

Find the questions clients are asking. Share clear, useful answers based on your expertise.

  1. 01

    See where you stand

    Track the questions prospective clients ask. See the AI answers, which firms they mention, and where the information comes from.

  2. 02

    Find your next angle

    Find questions your firm could answer more clearly. Choose a topic and build on what you know.

  3. 03

    Make it sound like you

    Work with an assistant to develop the draft. Review suggestions and decide what makes the final cut.

See the answers behind the numbers

Behind every metric,
a real answer.

Go beyond a visibility score. See which engines mention your practice, how your position changes, and what sources support the answer.

Explore prompt monitoring

Coming soon

Compliance review,
built into your workflow.

An agent checks drafts against applicable marketing rules and your firm’s policies, flags risky language, and suggests revisions. Your team makes the final call.

  • Rule- and policy-aware checks
  • Inline flags and suggested edits
  • Human approval with retained evidence

Book a demo

See Clinking Glasses in action.

Pick a time for a 30-minute walkthrough of the platform.

Clinking Glasses

Your expertise. Your ambition.
One place to move forward.

Book a demo