For owner-led RIAs, 1 to 20 staff
We rebuild one repeated handoff at a time, inside the systems you already pay for.
Where the hours go
None of it is hard. All of it repeats, and the repetition is what you end up hiring against.
A confirmed beneficiary goes into Redtail, then eMoney, then Schwab Advisor Center, then the Smarsh archive. Four chances to mistype it.
Captured once, released to all four after your reviewer approves.
Schwab sends the account package back because owner two's beneficiary designation is blank. Nobody sees it until the custodian says so.
Required fields are checked against your firm's list before the package leaves.
iPipeline, FireLight and most annuity carrier sites give you a website and nothing else. So somebody keys the whole application in by hand.
The software signs in and fills the form the way your assistant does — under your firm's own login rules, with nothing shared or stored.
What we do
Where two systems can already talk to each other, we let them. Where they cannot — most custodian and carrier sites — the software opens the page, signs in and fills the form, the same way a person on your team would.
The form is filled and checked before it is sent. A beneficiary is missing on the second owner, so it stops here instead of coming back from Schwab a week later.
These screens are mockups and every firm and family in them is invented. None is a customer. They show what a build looks like, not a track record.
The same answers get typed into Redtail, then eMoney, then Schwab, then the archive. A missing beneficiary turns up a week later when the custodian sends it back.
Takes the answers once, checks them against your own required list, fills the forms and holds the package together.
StopsNothing goes to the custodian until someone at the firm approves it.
Calls interrupt whoever is nearest. A voicemail just means another round of phone tag.
Picks up, says plainly that it is not a person, finds out what the caller needs, books the time or takes the message, and writes it up.
StopsAnything about advice, performance or a trade goes straight through to a person.
A request lands in somebody's inbox. Work starts, then nobody else can tell what stage it is at without asking.
Recognizes the request, lists what is needed to finish it, puts a name against it and shows the next step.
StopsAnything unusual, sensitive or time-critical goes to a person with everything gathered so far attached.
Most carrier and custodian sites give you a website and nothing else, so somebody keys the whole thing in again.
Reads the document and fills the site the way your assistant would, signed in under your firm's own login rules.
StopsIf a field does not match your records it holds and names the field, rather than submitting something wrong.
Public tools have never seen your investment policy, your fee schedule, or the things your firm is not allowed to say.
Drafts from your approved documents only, shows where each fact came from, and marks anything it cannot support.
StopsNothing reaches a client until a licensed adviser has read it.
Two systems both hold the same household and somebody keeps them in step by hand.
Moves the agreed information one way, on an agreed trigger, and keeps a record of what moved.
StopsA duplicate or a rejected transfer is held with a reason and an owner. It is never retried quietly.
The 30-day pilot
Someone on your team does the job once while we watch — the clicks, the retyping, the second login. In Redtail and Schwab Advisor Center, exactly as it runs today.
Some systems have a proper connection. The rest it works the way your staff does, in a session your firm authorizes — no shared logins, nothing stored. You set the point where a person still has to approve.
The software does the job and stops where you told it to. Your team keeps working the old way alongside for a week, we compare the two, and you get a written result — including the honest answer if it did not work.
Who builds this
The founder writes the software himself. The person who sits with your team and watches the job is the same person who automates it.
Selected experience
Ran the engineering team for a therapy practice-management product. Cleared a two-year backlog in six months and made the billing path roughly three times faster.
Built on the finance-and-insurance platform car dealers use at the end of a sale. J.D. Power acquired it later.
Cut loan turnaround by about a quarter, and turned compliance requirements into steps a regulator could follow.
Shipped AI features inside a live product used by Fortune 500 customers, where reliability came down to how well it talked to everything around it.
Earlier work
Verified reviews from clients of an earlier practice. A different industry, held to the same standard of service.
Respectful, thorough, kind, on top of everything, patient… Best experience I could possibly imagine… [He] explained everything thoroughly.
Denise R.
[He] was very professional and knowledgeable. He was there to answer every question we had… His customer service was top notch. He made the whole process seamless.
Angela P.
Every question we ever had… he answered in a timely manner and even if he didn’t know the answer, he found someone who did. He continues to help us months later.
Rachel D.
[He] was very kind, direct, accurate, and always communicated with me. He did a fantastic job… Thank you for making my new beginning so pleasant.
Shawn H.
Pricing
Start with the free call. Most firms who go ahead do one pilot first, and only take a monthly plan once something is running.
No charge
Thirty minutes
Tell us the job your team keeps redoing. We tell you whether it is worth automating.
Usual first engagement
$9,500–$18,000
Fixed, agreed before week one
One job, taken off the desk and run beside your team for a month.
From $1,500
Per month, after a pilot
Keeping what we built working while the systems around it change.
From $4,500
Per month
For firms with more than one job worth doing and a queue of them.
The pilot price is set after we have seen the systems and the approval points, and it is fixed before week one. Model, telephone and hosting charges are paid by the firm directly, so there is no markup buried in ours.
Try it now
Thirty minutes, no charge, no slides. Tell us what your team retypes every week and which systems have to stay. We only send a price if there is something worth automating.
Please do not send client names, account numbers, holdings or documents.