Industry
Onboarding, reporting, and follow-up run for every client.
We build into the CRM, custodian data, and document tools your firm already runs, so onboarding completes without a chase, quarterly reports draft themselves, and every client hears from the firm on schedule.
The problem
A new client's paperwork takes three weeks of back and forth. Quarterly letters take the whole quarter. The advisors are doing operations between meetings.
What we install here
Four modules, mapped to how firms run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamProspect and client requests answered in the firm's voice, meetings booked, and paperwork started the same day.See the module
- 03Follow-upFor your revenue teamMissing documents chased until complete, quarterly reports and commentary drafted for advisor review, and reviews scheduled on cadence.See the module
- 04Operations and VisibilityFor leadershipOne screen for onboarding by stage, reports due, compliance items open, and what is waiting on an advisor, read-only on the money.See the module
Also on the layer
Installs on the same connections once the first system is live.
Built into the tools you already run
- Redtail
- Wealthbox
- Salesforce
- DocuSign
- Outlook
- Gmail
- Google Sheets
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What firms ask first.
Can compliance approve everything before it goes out?
Yes. Every outbound message can route through a compliance approval, and the record of who approved what is kept. Autonomy is granted only for message types your compliance officer signs off on.
Does it touch client accounts?
Money is read-only by design. The system reads custodian data to draft reports and never moves funds, changes an allocation, or places a trade.
What does it cost?
One set price in writing after mapping, changed only by a scope change. Ongoing operation is a separate monthly line, disclosed with the build price. We do not publish fees.
Further reading
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies