Your own AI agent, for your clients.

Turn your expertise into an agent your clients can text, trust and pay for. It answers the way you would, and waits for you when it matters.

Leverage AI models from

Your clients are already asking AI. Make sure they're asking you.

General assistants don't know your clients, don't follow your methods, and don't answer to anyone. Your own agent does all three.

01 — In practice

It sounds like you. It checks with you.

Clients text your agent the way they'd text you. It handles the routine and drafts everything else for you to approve.

Knows your clients

Answers come from your materials and each client's own history.

Speaks for you

Your name, your voice, your number.

Waits for you

You choose what it sends alone and what needs your approval.
HW
Harbor Wealthpowered by Salmera
02 — Method

Build it. Train it. Get paid for it.

i. Build

Start with what you know.

Upload your guides, frameworks and past work. Set its name, voice and what it's allowed to do.

ii. Train

Improve it as you go.

Approve, edit or rewrite its drafts. Every correction teaches it to answer more like you.

iii. Monetize

Launch and get paid.

Give clients a number or a link. Include it with your services or charge for access.

03 — Your data

You own your data. All of it.

Salmera runs your agent. It doesn't take ownership of anything you put into it.

Everything stays yours
Your materials, your client list and every conversation belong to you.
Never trains anyone else's agent
What your agent learns from you stays with your agent.
Export anytime
Download your clients, conversations and materials in standard formats.
Delete anytime
Close your account and your data is deleted. No lock-in.
04 — Who it's for

Built for financial advisors.

If your knowledge is the product, an agent is the interface.

Early access

Give every client a direct line to you.

We're setting up a small group of early partners by hand.

We'll reply within a few days.