Product Preview
See it in action.
Real output from the software, captured from the advisor build. Access to the working tools is granted to pilot participants — these previews show exactly what you get.
LinkPath AI builds advisor-first financial technology — client discovery, portfolio construction, and AI-assisted workflows that respect the compliance reality advisors live in.
Every LinkPath AI tool exists because our founder needed it. Nothing ships until it works in real client meetings, under real regulatory constraints, in a real advisory practice.
Every workflow decision — from question wording to sleeve construction — comes from a practicing advisor with 20+ years managing client capital. Not consultants. Not product managers.
Tools are designed within Reg BI and FINRA constraints. Outputs are advisor-facing, planning-oriented, and avoid the objective/predictive/guaranteed language that gets marketing rejected.
Same inputs, same outputs. Every time. No black-box models, no unexplained recommendations. Every allocation and every score maps back to visible rules the advisor controls.
We use AI to compress advisor time, not replace advisor judgment. Discovery synthesis, coaching content, and workflow automation — not autonomous portfolio decisions.
Each product solves a specific advisor problem. Together they form a discovery-to-implementation loop that no incumbent platform delivers end-to-end.
A 10-minute structured client discovery that surfaces planning gaps, resilience zones, and next actions. Life-stage calibrated. Approved as outside business activity.
Nine purpose-built sleeves. Fifteen allocation configurations. Eight stress test scenarios. Implementation tiers auto-select from ETF baskets to direct-hold SMAs.
The self-service front-end for RegiMint. Delivers resilience zones and action-oriented recommendations to consumers, with a natural handoff to a licensed advisor.
Join Waitlist →One integrated flow, no re-entry, no swivel-chair between tools. Every downstream tool consumes upstream outputs directly.
RegiMint runs a structured 10-minute client discovery. Life-stage calibrated. Outputs planning gaps, resilience zones, and prioritized next actions.
RegiMint outputs feed the Allocation Tool directly via deep-linking. Risk profile, tax situation, and account size drive a specific model portfolio.
Eight scenarios — from base case through 2008 GFC replay — show the client exactly how the recommended allocation behaves in adverse markets.
Three tiers auto-select from ETF baskets to individual SMAs by account size. Advisor gets a copy-paste model, client gets a stress-tested plan.
Real output from the software, captured from the advisor build. Access to the working tools is granted to pilot participants — these previews show exactly what you get.
