Advisors sell.
The paperwork doesn't have to

RIAs don't have an AI problem. They have advisors spending their week assembling documents instead of sitting in front of clients. Here is where we start.

Where we'd start

Every firm has the same first two leaks: the meeting prep and the paperwork. So that's where we start. Not with a platform, not with a roadmap. With the system that pays for the rest.

The meeting packet. Before every client review, the packet assembles itself: performance, the plan, the agenda, the open items from last time. Your advisors walk in prepared because the machine did the assembling. The average advisor gets back a day a week that was going to document prep. That day goes to the clients who grow the firm.

The paperwork. Account opening and transfers checked before submission, so NIGO stops eating weeks. Notes into the CRM with tasks assigned, the same day, not the same quarter. Every account that stops stalling in transit is a fee that starts on schedule.

Once those two run, the rest of this page is paid for and the only question is what's next.

Then the rest of the shop

Growth

  • Surface held-away assets and old 401ks sitting in client data.
  • Flag clients showing attrition signals while there's still time.
  • Roll acquired books onto the firm's process after a tuck-in.

Advisor capacity

  • Prepare the meeting packet before every client review.
  • Build the plan draft from raw client documents so the advisor edits instead of assembles.
  • Get notes into the CRM with tasks assigned, same day.
  • Generate proposals and IPS documents from the model.

Compliance & operations

  • Kill NIGO on account opening and transfer paperwork.
  • Screen marketing material against the Marketing Rule before it goes out.
  • Assemble the annual compliance review instead of the CCO doing it manually.

Your job not on the list? Good. The list is where we usually start, not where we stop. Tell us the job in three sentences and we'll come back with a straight answer: buildable or not.

What we find in a typical engagement

The same three leaks, in nearly every client file we open. None of it takes a crystal ball. It takes a system pointed at it.

1 day
The meeting packet

The average advisor loses a full day a week assembling documents instead of sitting in front of clients. That day is the growth ceiling.

Weeks
The paperwork

NIGO'd account openings and transfers stall for weeks in transit. Every stalled week is a fee that starts late, if it starts at all.

Silent
The attrition flag

Clients heading for the door almost never announce it. The signals sit in the CRM, unwatched, until the transfer request arrives.

Built and run, on retainer

Your data doesn't leave your walls. No new logins for your team to learn.

Integrations include but aren’t limited to: Redtail · Salesforce · eMoney · MoneyGuidePro · Schwab · Fidelity

Monthly retainer, monthly report with numbers. If the numbers stop justifying it, you should cancel. We'll say so first.

What the retainer covers: the meeting packet and the paperwork first, then the rest of the menu. An advisor day reclaimed weekly is billed at your advisory rate, not our retainer. Do that math first; we will.

96meeting packets assembled 1,180advisor hours returned 87%accounts opened NIGO-free 11attrition flags surfaced, in time

Tell us the job.

Book a call →

Straight answer within one business day. Buildable or not.