Khyaa sends every advisor a 200-word client brief, fifteen minutes before every meeting. Sources cited.
Free during beta. No card. Paste your first client note in 60 seconds.
iOS Safari and Chrome now ship on-device speech recognition. Voice-first capture finally works without sending audio anywhere — the meeting recap leaves your phone as text, not audio.
Fifteen minutes before each external meeting on your calendar, Khyaa pushes a 200-word brief to your phone:
You walk in already remembering. The client feels it.
After the meeting, open Khyaa, hit one big button, and talk. Sixty seconds default, ninety seconds if you need it. Khyaa extracts the commitments and new facts, surfaces them for you to glance at, and updates the per-client memory.
Your CRM gets filled out for you.
One input on the home screen — “Ask anything about your book.” Three starter prompts when you don’t know where to begin:
Every claim in every answer carries a chip back to the exact note it came from. Defensible by construction.
In this issue, two weeks
Three RIAs — real names, no stock photos.
Advisor testimonials are landing here in two weeks. We’re holding the slot empty rather than dressing it with stock photos and made-up quotes.
Khyaa is free for every advisor in our beta cohort. No credit card on signup, no upgrade gate hidden behind a feature you actually need.
No. Your CRM stays the system of record. Khyaa is additive — we add the pre-meeting brief and the post-meeting voice-dump on top of whatever you already use. We never write to your CRM.
Per-client memory is isolated. Every answer cites the source note, which makes it defensible in a documentation review. We do not use your data to train Khyaa's models. Export everything as JSON or delete in under 60 seconds. SOC 2 in progress — request our security questionnaire and we'll send the current control matrix the same day.
One click. Khyaa stops referencing the memory in every brief immediately, and we purge or archive it under SEC retention rules (Rule 204-2 may require us to tombstone advice-related communications for 5 years rather than hard-delete) — we confirm exactly which path your record took, in writing, within 7 days.
Khyaa is additive and CRM-agnostic. You keep using whatever you already use as your system of record; Khyaa adds the pre-meeting brief and the post-meeting voice-dump on top. We don't read from or write to your CRM in v0 — capture is voice + paste. CRM read-only sync is on the roadmap, not the v0 promise.
Nothing. No card on signup, no upgrade gate, no usage caps.
I built Khyaa because the best advisors I know spend the first fifteen minutes of every day terrified they’ll forget the spouse’s name, the kid’s college, the promise made last quarter — and the worst ones already have. Wealthbox is a filing cabinet; ChatGPT doesn’t know your book; Fathom captures during the meeting, not before. Khyaa closes the fifteen-minute gap so every client feels like your only client.