For financial advisors and wealth management teams
Smoother onboarding. Timely reviews. More time for advice.
Automations and custom systems for advisory practices, designed to fit the rules and systems your firm already works within.
Example workflow
IllustrativeFrom new client to first review
- 1
Client agreement signed
The relationship officially starts in your CRM.
- 2
Onboarding checklist
Account forms and document requests go out with reminders.
- 3
Paperwork tracked
Each item is tracked to completion so nothing stalls.
- 4
Welcome & first meeting
A welcome message is sent and the first meeting is booked.
- 5
Reviews scheduled
Recurring review reminders are set for the relationship.
Sound familiar?
Where the hours go.
The repetitive work that slows down financial advisors and wealth management teams.
Onboarding paperwork
New accounts mean forms, signatures, and documents tracked across email and spreadsheets.
Meeting prep
Pulling notes, account details, and open items together before every client meeting.
Review scheduling
Annual and semi-annual reviews that depend on someone remembering to reach out.
After-meeting follow-up
Action items from meetings that need to become tasks, and actually get done.
What we can build
Practical solutions for financial advisors.
Start with one, add more over time. Each is shaped around your process and connected to your tools.
Onboarding checklist
Every new-account step tracked, with document requests and reminders.
Meeting prep summaries
Recent notes, open items, and key details gathered before each meeting, for advisor review.
Review scheduling
Clients invited to book reviews at the right interval, with reminders.
Post-meeting tasks
Action items from meetings turned into assigned tasks with due dates.
Practice dashboard
Onboarding status, upcoming reviews, and open tasks in one view.
Secure document collection
A checklist per client with secure uploads to your approved storage.
Examples of what we build. Every system is scoped to your process before work begins.
How we work with your tools
No rip-and-replace. No overpromising.
CRMs and custodial platforms vary in what they allow. We keep client communication and records in the systems your firm approves.
We start with your existing tools
Your CRM, email, calendar, and industry software stay. We look at what you have before recommending anything new.
Integrations depend on your platforms
Some platforms offer open integrations and others limit access. We check yours first, explain plainly what's possible, and design around any gaps.
You decide what's automatic
Client communication can be drafted for review instead of sent automatically. You choose where a person stays in the loop.
Financial advisors questions
What teams like yours ask first.
More questions? Ask us directly. We'll give you a straight answer.
Ask a questionHow do you handle compliance and recordkeeping?
Your firm and compliance team set the rules. We build workflows to fit them, such as review steps and keeping communication in approved systems, and confirm requirements before building.
Will AI give advice to our clients?
No. Here AI organizes information and drafts routine messages for your team to review. Advice stays with your advisors.
Can it connect to our CRM?
Often, yes, depending on the CRM. We check what your systems allow and explain the options before recommending anything.
One easy next step
Find your practice's biggest bottleneck.
Tell us your role and the task that takes the most time, from onboarding to meeting prep. We'll reply with practical ideas.
- 1
Answer two quick questions (under a minute)
- 2
We look at it with your workflow and tools in mind
- 3
You get practical ideas and, if it makes sense, an invite to a free call