For RIA FOUNDERS and ops leaders

Build the foundation, then automate.

You have 10+ tools that don't talk to each other, workflows that are just stale spreadsheets, and missing or duplicated client data. Before you automate or turn on AI, you need to understand the gaps in your onboarding process.

Map your onboarding

Book a workflow audit

No pitch deck. No "free trial." You walk away with the map even if we never speak again.

What dozens of conversations with RIA teams sound like

You don't have a process. You have tribal knowledge.

"There's a lack of ownership and accountability in the tasks that go out - how they're being worked on, when they're completed."
Advisor, independent RIA
"As soon as you finish a workflow, procedures change, systems change, and it's out of date."
Ops Lead, >$1B RIA
"Why are we copy and pasting multiple times?"
Client service associate, multi-billion-AUM RIA

Adding software to a process you haven't mapped just adds another step.

Where onboarding usually breaks

The holes we see, over and over

Tribal knowledge

Critical steps only live in one person's head. When they're out, onboarding stalls.

Copy-paste between systems

Same client data re-keyed across CRM, custodian, planning tool, and email. Errors compound.

Chasing clients for forms

Multiple back-and-forths to get signatures, IDs, beneficiary info. Days lost per client.

NIGO and rework

Not-in-good-order paperwork bounces back from the custodian. The team rebuilds the same packet twice.

Documents in five places

Engagement letter in DocuSign, ID in email, account form in custodian portal, notes in CRM. Nothing tied together.

No status visibility

Advisor can't see where a client is in onboarding without asking ops. Ops can't see without checking five systems.

How it works

Get your personalized review in forty-eight hours.

1. 30-minute working call

Your current onboarding end-to-end: paperwork, tools, handoffs, where it stalls. You don't need to prep. We'll ask.

2. Give us two days

You get a visual map of your onboarding workflow, marked with where the holes are. Plus a written findings doc.

3. Debrief call

We walk you through the map and our findings. You decide what's worth fixing, and what's fine as-is. No pitch.

Book your mapping

Get your onboarding map

30 minutes to get personalized insights on your onboarding process - for free.

Build the foundation, then automate.

Build the foundation, then automate.

You don't have a process. You have tribal knowledge.

"There's a lack of ownership and accountability in the tasks that go out - how they're being worked on, when they're completed."

"As soon as you finish a workflow, procedures change, systems change, and it's out of date."

"Why are we copy and pasting multiple times?"

The holes we see, over and over

The holes we see, over and over

Tribal knowledge

Tribal knowledge

Copy-paste between systems

Copy-paste between systems

Chasing clients for forms

Chasing clients for forms

NIGO and rework

NIGO and rework

Documents in five places

Documents in five places

No status visibility

No status visibility

Get your personalized review in forty-eight hours.

1. 30-minute working call

1. 30-minute working call

2. Give us two days

3. Debrief call

3. Debrief call

Get your onboarding map