Compound Planning, a digital family office specializing in wealth management for high-net-worth individuals, has introduced Activity Monitor, an AI-powered feature designed to provide financial advisors with real-time insights, centralized data, and automated workflows within the company’s AdvisorHQ operating system.
Activity Monitor is built upon direct feedback from Compound Planning’s team of over 50 experienced advisors. Alex Farman-Farmaian, co-founder and co-CEO of Compound Planning, stated that the technology’s value lies in unlocking productivity and augmenting advisor expertise. He emphasized the firm’s commitment to making its platform a comprehensive solution for managing clients’ financial lives, enabling advisors to focus on client relationships and deliver proactive advice at scale.
The new feature aims to empower advisors to offer proactive, holistic wealth management services, addressing the evolving needs of high-net-worth clients in an industry often characterized by reactive approaches. Activity Monitor integrates several key functionalities within AdvisorHQ, Compound Planning’s exclusive AI-powered operating system for its advisors.
Its capabilities include using AI call transcripts to record client meetings, whether conducted via Zoom or phone. It also automatically manages advisors’ to-do lists by reviewing meeting notes to track deliverables and their due dates. Furthermore, Activity Monitor continuously monitors clients’ financial profiles, alerting advisors to significant changes such as performance fluctuations, major cash movements, and life events.
Nelson Arnous, Head of Product at Compound Planning, highlighted Activity Monitor as a central component of their platform, enabling advisors to capitalize on client opportunities more effectively. He noted that the system monitors tens of thousands of data points to surface timely insights, facilitating truly proactive advice. Arnous estimates that Activity Monitor saves advisors up to five hours each week.
Tara Shulman, a Principal Wealth Advisor at Compound Planning, affirmed the tool’s impact, stating that Activity Monitor has provided her with more time, increased productivity, and enhanced client service. She noted that while proactivity has always been part of her approach, AdvisorHQ and Activity Monitor have elevated it to new levels.
This launch follows Compound Planning’s continuous efforts to develop modern technology for advisors and clients. The firm reports over 10,000 users on its proprietary Compound Dashboard. In February, multi-tiered, full-service tax services were integrated into the Dashboard. As of August, Compound Planning had surpassed $4 billion in assets under management (AUM).
Compound Planning, an SEC-registered investment adviser based in New York, positions itself as a digital family office and tech-enabled RIA managing over $4 billion for founders, early employees, executives, professionals, and families. The firm aims to provide a unified experience for managing clients’ entire financial lives, encompassing investments, taxes, estate planning, and equity compensation. For financial advisors, Compound offers an independent practice model supported by its tech platform, peer community, and institutional backing. The AUM and advisor count figures are as of July 31, 2025. The firm uses AI to enhance operational efficiency and client services, but not for investment selection or specific investment advice, as detailed in its ADV Part 2A.
