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Introducing Activity Monitor for Financial Advisors

Activity Monitor uses AI to automatically analyze every client relationship for a financial advisor, providing a centralized hub of milestones, reminders, and actionable insights that boost productivity and make proactive advice easier to deliver at scale. NEW YORK ( Business Wire ) — September 16, 2025 — Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of Activity Monitor – the centerpiece of the company’s AI-powered operating system for financial advisors . Available exclusively to Compound advisors, Activity Monitor delivers AI-powered analysis of an advisor’s entire book of business, serving as a real-time command center that provides actionable intelligence, centralized data, and automated workflows. “Activity Monitor is the result of direct feedback from our team of over 50 experienced advisors,” said Alex Farman-Farmaian , co-founder and co-CEO of Compound Planning. “In our industry, technology is only valuable if it unlocks productivity and augments an advisor’s expertise. Activity Monitor is the AI-powered engine that makes this a reality for our advisors. We continue to invest in making our platform the single place for Compound advisors to manage every aspect of their clients’ financial lives. What we’re building is designed so they can pour all of their focus into building and growing their client relationships by delivering proactive advice at scale.” Built to serve proactive advisors in a historically reactive industry Activity Monitor uses artificial intelligence to empower advisors to deliver proactive, holistic wealth management services tailored to the evolving needs of today’s high-net-worth clients. More specifically, Activity Monitor is the newest feature Compound has added to AdvisorHQ, the AI-powered operating system that is available exclusively to Compound Planning advisors: Activity Monitor uses AI call transcripts to record client meetings — whether they happen on Zoom or by phone. Activity Monitor maintains advisors’ to-do lists for them, reviewing client meeting notes to understand what deliverables are due to clients, and when. Activity Monitor constantly monitors movement in clients’ financial profile, alerting advisors when major changes occur — like hiccups in performance, major cash movements, life events, and more. “Activity Monitor is the linchpin of our platform. It allows our advisors to stay on top of client opportunities in a way that wouldn’t be possible otherwise,” said Nelson Arnous , Head of Product. “We’re monitoring tens of thousands of data points and surfacing insights to advisors right when they need them, so they can deliver truly proactive advice. Activity Monitor has already become an invaluable tool our advisors use to start and end their day, keeping them two steps ahead of client expectations — and saving them what Compound estimates to be up to five hours each week.” Added Tara Shulman , Principal Wealth Advisor at Compound Planning, “As an advisor, one of my most valuable assets is time. Activity Monitor has given me more time, and allows me to be more productive and serve my clients better. Proactivity has always been a staple of my approach, but I’ve been able to elevate that to new levels with the help of AdvisorHQ and Activity Monitor.” With the launch of Activity Monitor, Compound has continued its progress in building the modern technology necessary to support next-gen advisors and clients. The firm has over 10,000 users registered on its proprietary Compound Dashboard, integrated multi-tiered, full-service tax services into its Dashboard in February , and crossed $4 billion in AUM in August. Since its inception, Compound Planning has built a platform designed for modern wealth management — making it easy for advisors to manage a client’s entire financial life in one seamless experience. If you’re an experienced financial advisor in search of a new RIA, visit compoundplanning.com/advisorHQ to learn more about Compound Planning’s AI-powered operating system for financial advisors. About Compound Planning: Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives all in one place — from investments and taxes to estate planning and equity compensation. For financial advisors, Compound offers the freedom to run their own practice with the backing of a tech-enabled platform, peer community, and institutional support — delivering collaborative independence designed for long-term growth. Compound Planning was ranked as one of America’s Top RIAs and 50 Fastest-Growing RIAs for 2025 and 2024 by Financial Advisor Magazine, was a runner-up within Citywire’s 2024 50 Growers Across America and its advisors have been recognized among Forbes’ list of 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State. The firm has been featured in publications such as Barron’s, Forbes, and Citywire RIA, among others. Contact: Kevin Santo Water & Wall [email protected] Compound Planning may leverage artificial intelligence ("AI") to enhance operational efficiency and improve client services. Currently, however, AI is not used in our investment selection process or in formulating specific investment advice. References to technology-assisted insights do not imply suitability or accuracy for all clients. While AI serves to augment our operations, its use introduces certain risks, such as the potential for inaccuracies, decision-making errors, and challenges related to the effective deployment of the technology. To mitigate these risks, we have implemented stringent data protection measures, including oversight, encryption, access controls, and regular security assessments, to safeguard both client and proprietary information. Please refer to Compound's complete ADV Part 2A at https://adviserinfo.sec.gov/ for additional information regarding AI usage. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction. Compound Planning’s total assets under management (AUM) and number of advisors referenced in this announcement are as of 7/31/2025.