Dartix runs the marketing, answers your leads and your clients as your own digital twin, and drafts the proposal the moment the meeting ends. One platform instead of six vendors.
Colton is a real Dartix advisor, not an actor. Click to play with sound.
"Within a few hours of those ads being posted."On how long it took the first leads to arrive
"Less time on my end, easier to sort through, higher scoring leads."On working those leads two months in
"Everything that I've asked to be added has been added."On asking the founders for changes
One advisor's experience, in his own words, recorded two months into his first campaigns. Individual results vary with market, offer, licensing and follow-up.
The AI-powered business building platform for financial advisors.
The industry already has excellent individual tools: marketing platforms, CRMs, proposal software, AI assistants, lead-generation services. None of them talk to each other, and none of them are accountable for whether your practice actually grows.
Dartix is one integrated operating platform built to do that job end to end, so the marketing, the follow-up, the proposal and the client intelligence are the same system, not six invoices.
By the time you call back, the window where a prospect was actually ready to talk has usually closed.
Your ad platform, your CRM and your proposal software each hold a different version of the same client.
Pulling numbers, formatting, and checking every claim against compliance, for every single prospect.
An agency owns the leads. A CRM owns the data. No one is accountable for whether the practice grew.
| Capability | Fondako | Lux Sales | Dartix |
|---|---|---|---|
| Builds advisor brand | Partial | Yes | Yes |
| Builds advisory business | No | Partial | Yes |
| Meta marketing | Yes | No | Yes |
| LinkedIn marketing | No | Yes | Optional |
| Multi-channel marketing | Limited | LinkedIn only | Yes |
| AI assistant | No | No | Yes |
| AI CRM | Limited | Limited | Yes |
| Client intelligence | No | No | Yes |
| Proposal generator | No | No | Yes |
| Technical knowledge library | No | No | Yes |
| Automated follow-up | Limited | Limited | Yes |
| Advisor engages before booking | No | No | Yes |
| Who is in the loop | Call centre | Marketing consultant | The advisor |
| Workflow automation | No | No | Yes |
| National founder network | No | No | Yes |
| Referral collaboration | Limited | No | Yes |
| Practice growth strategy | No | No | Yes |
| Enterprise value focus | No | No | Yes |
Comparison reflects each provider's publicly described service model and typical published pricing at the time of writing, and is offered as a good-faith summary rather than a formal quotation. Competitor offerings change; confirm current scope and pricing with each provider directly.
We build, launch and optimize Meta campaigns inside an ad account that stays in your name, with LinkedIn available alongside it. You own the spend and the audience.
Form submissions flow straight into your pipeline, enriched and prioritized, so the highest-intent prospect is at the top before you have opened the tab.
A voice agent cloned from your own voice calls within seconds, qualifies against your criteria, and never sounds like a call centre working from a script.
The prospect picks a slot during the call. It syncs both ways with Google or Outlook, and a full briefing reaches you before you sit down.
Personalized from what was actually said in the room, and compliance-checked. You direct the strategy and the recommendations; the AI writes the prose; every figure comes from the calculator layer, so numbers are computed rather than invented.
Clients can call your twin any time and get real answers about their own account. Content studio keeps you visible. Every closed case sharpens the intelligence behind the next one.
Cloned from your own recordings, so a prospect hears you, not a stranger from a call centre.
Tell it what to do on your behalf and it carries the task out: follow up, qualify, re-engage a dormant lead, book the review.
It knows their account, their policies and their history, so they get an intelligent answer at 9pm instead of a voicemail box.
Every twin passes a supervised QA call and explicit approval before it is allowed to speak to a client unattended.
Real Dartix ad creative, not a mockup. Click to play with sound.
A single recording session produces a likeness that can present anything you write afterwards.
Ad creative, client explainers, onboarding welcomes and email-sequence videos come out ready to send.
Video made in the studio drops straight into your campaigns and sequences, because it is the same platform.
One named person accountable for your account, not whoever picks up the queue that day.
Marketing, engineering and compliance in one shared channel. Ask the person who built it, not a middle layer.
Need a feature or a change for the way your practice works? Send it to the channel and our development team builds it into your platform.
Illustrative exchange. Turnaround depends on scope, and anything touching compliance goes through review first.
“Dartix was built inside a working advisory practice, not in a boardroom. It is the operating system we run our own business on.”
You do, both of them. Campaigns run inside your own Meta ad account and every lead is your asset. We manage and optimize the account on your behalf. If you ever leave, the account and the leads stay with you.
US$900 per month for the platform, and a one-time US$2,000 onboarding fee that covers getting your practice fully set up: your voice twin recorded and QA-approved, your avatar generated, your ad account connected, and your data imported. Advertising spend is separate and goes to Meta in your own account, not to us.
Yes. Your digital twin can take inbound calls from existing clients and answer from their own account records, then hand anything sensitive or unusual to you. It is supervised and approved before it goes live.
That's the normal way of working here. Send the request to your shared Slack channel and our development team builds it into your platform. Scope determines timing, and anything touching compliance is reviewed first.
Dartix integrates with Salesforce, Maximizer, Equisoft, Zoho, Go High Level and HubSpot, so you can adopt it without tearing out the system your team already knows.
No. Dartix handles the response, scheduling, and drafting work around every lead. The advice, the relationship, and the close stay yours. You are the human in the loop, not a call centre.
Proposal generation and voice scripts run through built-in compliance guardrails, and every voice agent is supervised before activation. Final responsibility for what goes out still sits with the advisor of record.