AI Automation for Financial Advisors

Your Advisors Are Spending 40% of Their Time on Admin Instead of Managing Money

We build AI-powered systems that automate onboarding, nurture prospects, and prep client reviews — so your team can focus on what actually grows AUM.

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// The Problem

The Real Drag on Growth Isn't the Market — It's Admin

Every hour your advisors spend on paperwork is an hour not spent with high-value clients or cultivating new relationships.

ONBOARDING

Onboarding Takes Weeks, Not Days

Document collection, e-signatures, KYC forms, compliance checks — it's all manual. New clients wait 2–4 weeks to feel fully onboarded. That's not a great first impression for someone trusting you with their wealth.

FOLLOW-UP

Warm Prospects Going Cold

After a strong discovery meeting, 40–60% of prospects go quiet — not because they weren't interested, but because follow-up was inconsistent. No system means no second chance.

REVIEW PREP

Hours Wasted Prepping Reviews

Pulling account data, writing summaries, drafting agendas, sending questionnaires — each client review takes 1–2 hours of prep. Multiply that by your book of business and you've got a serious time drain.

COMPLIANCE

Manual Compliance Documentation

Compliance reporting and documentation is manual, error-prone, and steals hours from client-facing work. One mistake can mean regulatory headaches. Automation removes the human error.

// Solutions

Built Specifically for Advisory Firms

Not off-the-shelf software. Custom systems built around your workflows, compliance requirements, and client experience.

Smart Onboarding

Digital client onboarding workflow: automated document collection, e-signature routing, KYC/AML form processing, and personalised welcome sequences. Clients go from "signed" to "fully onboarded" in days instead of weeks.

$2,500

2–3 weeks delivery

Prospect Nurture Engine

Automated CRM workflow for prospects post-discovery meeting. Personalised drip sequences with educational content, meeting re-booking prompts, and advisor touchpoint reminders. No more warm prospects going cold.

$1,800

2 weeks delivery

Client Review Prep Automation

Before every review, the system automatically pulls account data, generates summaries, sends pre-meeting questionnaires to clients, and creates agenda templates. Walk into every meeting fully prepared — in minutes.

$2,000

2–3 weeks delivery

The Full Advisor Automation

All three systems working together. Onboarding is seamless, prospects stay engaged, and review prep is automated — freeing up 8–12 hours per advisor per week.

$5,000

Save $1,300

4–5 weeks delivery

// Process

Deployed in 2–3 Weeks. Built Around Your Compliance.

We work within your existing compliance framework and integrate with your systems.

Discovery Call

15 minutes. We learn how your firm operates — tech stack, compliance framework, client journey, and biggest time drains.

We Build It

Our team builds your custom automation in 2–3 weeks. We work within your compliance requirements and integrate with your existing systems.

Go Live + Support

We deploy, walk your team through everything, and provide ongoing support. Every system is adjustable as your firm grows.

// FAQ

Common Questions

Is this compliant with SEC/FCA regulations?

We build within your existing compliance framework and don't make investment recommendations through any automation. All client-facing messaging is approved by your compliance team before going live.

Does this work with our CRM and portfolio management system?

Yes. We integrate with Salesforce, Redtail, Wealthbox, Orion, and most major advisory platforms. We confirm compatibility on our discovery call.

Can we customise onboarding for different client types?

Absolutely. We build different onboarding paths based on client type, account size, or service tier. You define the rules, we automate them.

How is client data handled?

All data stays within your existing systems. We don't store client data — we build automations that work within your infrastructure and security protocols.

Is there a monthly fee?

Setup is a one-time investment. Optional monthly support and optimisation retainers start at $500/month for ongoing adjustments and performance monitoring.