Dartix AI · Live Demo

    You're the advisor.Dartix doesthe legwork.

    AI that pre-sells, qualifies, and books while you advise. Your Mini Me responds in under 3 seconds — SMS, voice, and web.

    Live ActivityLive
    ✅
    Lead captured — Cameron W. just submitted the landing page form
    Enrichment + outbound call queued
    now
    📅
    Meeting booked — Sarah O. confirmed 9am Thursday
    Pre-call brief auto-generated
    2m ago
    ✉️
    Draft email ready for James C. — estate freeze strategy
    Awaiting advisor review
    4m ago
    🔄
    Vikram P. enrolled in 4-touch drip sequence
    SMS → Email → Case Study → CTA
    6m ago
    📞
    Outbound call initiated to Michael R.
    DB pension + 2027 retirement
    9m ago
    📋
    COI brief sent to Clarke & Partners CPA
    Section 86 freeze — $12.4M FMV
    12m ago
    🎯
    Proposal generated — Liu Family Trust
    10 sections · ITA cited · 4 min 08s
    15m ago
    ✅
    Lead captured — Priya N. filled out the tax optimization form
    Incorporated dentist · assets $600K+
    18m ago
    📅
    Meeting booked — Daniel A. booked Friday 2pm slot
    Qualified: incorporated, $1.2M liquid
    21m ago
    ✉️
    Draft email ready for Rachel K. — dividend split analysis
    Awaiting advisor review
    24m ago
    ✅
    Lead captured — Cameron W. just submitted the landing page form
    Enrichment + outbound call queued
    now
    📅
    Meeting booked — Sarah O. confirmed 9am Thursday
    Pre-call brief auto-generated
    2m ago
    ✉️
    Draft email ready for James C. — estate freeze strategy
    Awaiting advisor review
    4m ago
    🔄
    Vikram P. enrolled in 4-touch drip sequence
    SMS → Email → Case Study → CTA
    6m ago
    📞
    Outbound call initiated to Michael R.
    DB pension + 2027 retirement
    9m ago
    📋
    COI brief sent to Clarke & Partners CPA
    Section 86 freeze — $12.4M FMV
    12m ago
    🎯
    Proposal generated — Liu Family Trust
    10 sections · ITA cited · 4 min 08s
    15m ago
    ✅
    Lead captured — Priya N. filled out the tax optimization form
    Incorporated dentist · assets $600K+
    18m ago
    📅
    Meeting booked — Daniel A. booked Friday 2pm slot
    Qualified: incorporated, $1.2M liquid
    21m ago
    ✉️
    Draft email ready for Rachel K. — dividend split analysis
    Awaiting advisor review
    24m ago
    Avg response time 3s
    Qualify score accuracy 94%
    Advisors on platform 45
    Campaign live in 48 hours
    Proposal generated in 4 min
    Demo sessions delivered 31
    Avg meetings booked per advisor 3.2/week
    Tire-kickers filtered 87%
    Avg response time 3s
    Qualify score accuracy 94%
    Advisors on platform 45
    Campaign live in 48 hours
    Proposal generated in 4 min
    Demo sessions delivered 31
    Avg meetings booked per advisor 3.2/week
    Tire-kickers filtered 87%
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    Advisors on platform
    0s
    Avg. AI response time
    0h
    Time to first campaign
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    Demo sessions delivered
    The Mini Movie

    Watch Mini Me handle
    every type of prospect

    Three scenes. Three prospect types. Real conversations, real outcomes.

    J
    James Chen
    VP Finance · Manulife
    0score
    Qualify score
    High Intent
    ✓ Meeting Booked
    Corporate Executive
    DB pension, deferred comp, 2027 retirement. Confirm identity → twin intro + 3 options → quick details → qualify → what day/time → calendar check → confirmed.
    Small Business Owner
    Incorporated dental practice. Confirm identity → twin intro + 3 options → quick details → qualify → what day/time → calendar check → confirmed.
    HNW Estate Planning
    $12M exit. Confirm identity → twin intro + 3 options → quick details → qualify → CPA flagged → what day/time → calendar check → 3-way call confirmed.
    Aria is Live Right Now

    Talk to our AI advisor.
    No script. No slides.
    Just a real conversation.

    Aria is a live AI avatar powered by AI Video + Dartix AI. She can answer any question about Dartix, walk you through what your clients will experience, and if you want to speak with someone, she'll help you book that call right in the conversation.

    Aria is standing by

    Click below to start a live video conversation. Your browser will ask for camera and microphone access.

    The OS

    Six systems running
    while you sleep. One OS.

    Most advisors run 6 disconnected tools that don't talk to each other. Dartix runs one loop — ad in, qualified client out, proposal ready. Each system feeds the next. Click any to see inside.

    🎯
    Ads Engine
    Your brand live in 48 hours · no agency
    🤖
    AI Engagement
    <3s response · 2am Saturday included
    📅
    Booking Engine
    Filters 87% of tire-kickers before your calendar
    📬
    Trust Builder™
    4 touches · 3× close rate · 72 hours
    ⭐
    Proposal Engine
    10 sections · ITA/IRC cited · 4 minutes
    🤝
    COI Layer
    Auto-referral flywheel with CPAs & lawyers
    Ads Engine
    Live in 48 hours
    48h
    From zero to your branded Meta campaign, live. No agency. No 6-week onboarding. Your photo, your credentials, your name.
    1
    Your ad runs — your face, your voice, your specialty
    Not a generic template. Meta ads branded to you. Advisor-specific copy written by AI, reviewed by you, live in hours.
    2
    Lead lands on your AI-powered page
    No generic contact form. Mini Me greets them, references their financial situation, and begins qualifying in real-time — before they're even considering booking.
    3
    Qualified? Your calendar opens. Not qualified? Nurture begins.
    Only prospects who pass your criteria see a booking link. Everyone else enters Trust Builder™ automatically — staying warm until they're ready.
    "Most advisors spend $4–8K/month on ads that send leads to a contact form. Dartix sends them into a live AI conversation. The prospect qualifies themselves before they speak to you."
    See this in action →
    The bottom line

    Advisors using Dartix aren't
    chasing leads. They're receiving
    pre-sold clients.

    45 advisors. 31 demos delivered. No credit card required.

    No commitment. 15 minutes. Demo account available after call.