Knapsack
Safe, simple, personalized AI for advisors.
Knapsack is a full back office AI automation system for financial advisors. Starting with a free desktop notetaker – Knapsack Assistant – and extending to Knapsack Studio, an easy platform for running AI automations across your notes, emails and enterprise data.
Knapsack is HIPAA and SOC2 Type 2 compliant, and is trusted by RIAs of all sizes to save them 20+ hours per week while increasing effectiveness.
Interested advisors can start for free on www.knapsack.ai or sign up for a free automation lab on https://www.knapsack.ai/book.
FPA Advantage
Knapsack helps FPA members modernize their practices by eliminating time-consuming compliance and documentation tasks. Our AI tools automate ADV generation, note-taking, and CRM workflows—all within a secure, advisor-controlled environment.
FPA members gain access to free unlimited meeting notetaking as well specialized templates and onboarding tailored to regulatory requirements common across financial advisory firms.
Whether you’re a solo advisor or part of a larger RIA, Knapsack reduces administrative burden, enhances client service, and ensures compliance readiness.
This exclusive offer empowers FPA members to operate more efficiently, with tools designed specifically for the realities of financial planning in today’s regulated landscape.
Benefits
Knapsack streamlines critical compliance and client workflows for financial planners using privacy-first AI. Advisors can automate ADV document creation, onboarding, compliance note reviews, and CRM data capture—reducing admin time by 80% while meeting rigorous regulatory standards.
Designed for firms in highly regulated environments, Knapsack ensures data never leaves the advisor’s control via local AI and secure deployment. With customizable modules and seamless integrations, Knapsack empowers advisors to focus on clients, not compliance.