Independent RIAs · $100M–$1B AUM

A full hire’s capacity.
Without the hire.

Automate before you hire for $100k. Grow AUM with the people you already have. Ops on your CRM and custodian stack, every output reviewed before it hits a client file.

Wealthbox · Redtail · Schwab · Fidelity · Orion · Black Diamond

30 days. Don’t like it? Every dollar back. No questions asked.

Risk-free

Full refund after the 30-day pilot if it isn’t for you. You don’t have to justify it.

Human approval

Nothing reaches a client, custodian, or compliance file without your sign-off.

Always yours

The workflow is yours — documented, portable, even if we part ways.

Compliance & security

Audit trails on every run. Built for SEC/FINRA exams — PII stays in your systems.

What we sell.

We audit your ops workflow, pick the highest-cost bottleneck with you, and automate it first. Below are the kinds of work we cover — onboarding, meeting follow-up, review prep, exam files.

New-client files

  • KYC / CIP into the CRM
  • Schwab / Fidelity account-opening paperwork
  • IPS, ADV, and advisory agreements on the household
  • You approve before anything hits the custodian

After every meeting

  • Meeting notes & suitability context in Wealthbox / Redtail
  • Draft follow-up email, unsent
  • Tasks routed to advisor or CSA
  • Books-and-records copy filed to the household

Client packets

  • QBR and annual review decks
  • Performance pulled from Orion or Black Diamond
  • Assembled — not rebuilt in slides
  • You still send to the household

Exam records

  • Stale IPS, missing Form CRS, or NIGO flagged
  • What the AI did — one pager for supervisory review
  • Evidence trail your CCO can pull for an exam
  • You still sign off

Two ways it pays for itself.

We model this in the audit with your meeting volume, fee schedule, and headcount plans. Every principal already tracks both levers.

Your savings

~$94k/yr

A loaded CSA runs ~$100k. After the $2k setup, this is usually around $499/mo — same kind of capacity, a fraction of the seat.

Grow revenue

~450 hrs/yr

35 min saved × 15 client meetings/wk — advisor time back for prospects, or room for ~25 more households without a new hire.

One $2k setup to start — that’s the pilot. If after 30 days it isn’t for you, you get the full amount back — no questions asked. Then usually around $499/mo. The audit will say if a hire was the better move.

30 days. Don’t like it?
Every dollar back.

No metric to hit. No argument. If the pilot isn’t for you, we refund the full amount — no questions asked.

↑ Outcome

Dollars, not dashboards — recovered ops cost or capacity for more AUM.

↑ Likelihood

30-day satisfaction guarantee. Full refund if you don’t want to keep it. No questions asked.

↓ Time

A month to actually use it on live work. Your IT and CCO still set the pace — the 30 days start when it’s in your hands, not when we send an invoice.

↓ Effort

You grant access and approve outputs. We build, run, and document the rest.

Cost side, in dollars.

Same comparison principals run when they’re deciding whether to post a CSA job.

To start

CSA hire These workflows $25k $2k First quarter Setup · refundable

Over three years

$300k $150k $0 $300k ~$20k Year 1 Year 2 Year 3
CSA hire These workflows

Loaded CSA at ~$100k/yr. Us: one $2k setup (the 30-day pilot — full refund if you don’t like it), then usually around $499/mo depending on what you want to automate. Three years is about $20k vs $300k.

Then the number.

Audit first. One $2k setup — that’s the pilot. Full refund in 30 days if you don’t like it. Then usually around $499/mo.

Audit
Free10 minutes
  • Where onboarding or meeting follow-up actually stalls
  • Written ops note you can share with your CCO
  • No pitch unless you ask

On us

No catch.

  • No software to learn or install
  • You get the written note either way
  • We only pitch if you ask
Setup
$2,000the 30-day pilot · full refund
  • We install the first workflow on your stack — that’s the only setup invoice
  • Usually CRM notes, follow-up, and tasks after each client meeting
  • Use it for 30 days. Don’t like it? Every dollar back. No questions asked.
  • Nothing reaches a client file without your sign-off

On us — not you

Every model and runtime bill.

  • Model, cloud, and runtime — included
  • We pick the models and pay for them
  • No usage invoice. No token bill.
If you keep it
Monthly
~$499usually · depends on scope
  • Starts after the 30 days if you stay
  • Goes up or down with what you want to automate
  • Running, refining, and the model bill — in the monthly

On us — not you

AI, cloud, and the running of it.

  • All in the monthly — not a line item you reconcile
  • No $100k OpenAI surprise six months in

We may not be the lowest quote — and that’s because the low ones add model, cloud, vendor bills, and a million other fees. They have you pay for the most expensive AI models and quote you less upfront; six months later you’re staring at a $100,000 token bill from OpenAI. We will never do that.

If you were about to hire a CSA or paraplanner, this is the cheaper proof. If you weren’t, skip the pilot — the audit will say so.

Two pilots at a time.