Your team is buried in meeting prep, CRM data entry, onboarding paperwork, and follow-up that never quite gets done. We build custom AI agents that handle the repetitive prep and admin work, wired into the tools your practice already uses. You own everything we build.
Advisors lose enormous time to the same handful of workflows every week: prepping for client meetings, writing up notes afterward, updating the CRM by hand, chasing onboarding documents, and building portfolio reports from data that already lives in your systems.
None of it needs an advisor doing it by hand. It needs a system that runs the prep for you, in the tools you already have, so your time goes to the relationships and the advice clients are actually paying for.
That is what we build. Custom AI agents scoped to your practice's real workflow, deployed into your stack, owned by you. Anything client-facing or advice-related is drafted by the agent and reviewed and approved by you before it ever reaches a client. See custom AI agent development for how these get built end to end.
Each one is custom-built around your practice's actual process and installed into the tools you already run. Prep and drafting only, the advisor reviews and approves anything client-facing or advice-related.
Client history, account activity, and open items pulled into a one-page brief before every meeting, and notes summarized into a clean record right after.
Meeting notes turned into structured CRM updates automatically, so client records stay current without anyone re-typing them after hours.
Follow-up drafts for new prospects staged and ready to go, with a one-click approval gate before anything reaches an inbox.
Quarterly and annual reviews get scheduled, reminded, and rescheduled automatically, so no client goes a year without hearing from you.
New-client paperwork, account transfers, and disclosures tracked and chased automatically until the file is complete.
Recurring reports assembled from the data pulls you already run, staged and ready for your review before a client ever sees them.
A Bay Area tax and advisory firm serving over 800 clients with a team of five brought us in to automate onboarding, document intake, and internal workflows. The result was 31 deployed systems across CRM, document management, communication, and billing.
Onboarding dropped from 45 minutes per client to under 2. That is the same client-onboarding, document-collection, and reporting capability we apply to a financial advisory practice: the workflow details differ, but chasing paperwork, updating a CRM, and assembling recurring reports transfer directly.
Start with the single workflow costing you the most time, then scale. Exact scope is confirmed on a call. Full breakdown on the pricing page.
A short call to find the workflow costing your practice the most time. We map it to your actual tools before we build. If you want the strategic version of this conversation first, see AI strategy consulting.
We build and test the agent in a sandbox, wired into your stack, with an approval gate on anything client-facing or advice-related.
It ships into your systems and the code is yours. Want us running and monitoring it day to day instead? See managed AI operations.
Everything we build is yours. No rented platform, no per-seat lock-in, no dependency on us.
Single workflows go live in days, not quarters. You see the time savings almost immediately.
Every agent is built prep-and-draft first. Nothing client-facing or advice-related sends without your review and approval.
They automate the repetitive prep and admin work that eats an advisor's hours: meeting prep and note summarization, CRM updates pulled straight from meeting notes, prospect follow-up sequences, quarterly review scheduling, onboarding document collection, and portfolio-report assembly from your existing data pulls. Your team spends less time on admin and more time in front of clients.
Yes. You own 100% of the code and systems we build for your practice. No rented platform, no per-seat lock-in, no dependency on us to keep it running.
We build inside your own tools and accounts, so client and account data stays in the systems you already control. Security and access are scoped to your practice from day one.
No. These agents draft and prepare, they do not decide or send. Anything client-facing or advice-related, an email, a recommendation, a report, sits in a review queue for the advisor to read, edit, and approve before it goes out. Financial advice is regulated under SEC and FINRA rules, and the agents are built as prep and drafting tools with a human advisor in the loop on every judgment call.
Builds start at $500 for a single automated workflow and scale to full multi-system engagements. Exact scope and price are confirmed on a short discovery call. See the pricing page for tiers.
Most single workflows are live in days, not quarters. Larger multi-system builds are scoped and delivered in phases so you see value early.
Tell us your practice's biggest time sink. We scope it on a short call and show you exactly what an agent would handle, and what stays with you.