WealthReach Launches Multiply AI Agent to Help Financial Advisers Win Client Referrals

The wealth management industry has long relied on referrals from existing clients to attract new business. Yet many financial advisers struggle to ask for them proactively despite recognizing their importance, often because they lack the right language and process. Wealth management technology company WealthReach has incorporated industry consultant Dan Allison’s referral marketing methods into an AI training tool aimed at overcoming that growth bottleneck.

WealthReach has introduced an AI agent called Multiply that uses role-playing scenarios to help financial advisers practice asking clients for referrals while improving their communication and execution. As of July 20, 2026, the company had not disclosed Multiply’s pricing, the number of institutions using it or any performance data. It also had not announced a formal launch date or timetable for broader availability.