Financial advisors and RIAs lose client engagement and referrals every month to inconsistent communication and manual meeting prep. We automate the touchpoints, the prep, and the follow-up. Once. Flat fee.
Heard before?
You know you should meet every client once a year. Some haven't heard from you in 14 months. A competing advisor is one cold call away.
Before each meeting, someone pulls account values, rebalancing needs, and recent activity by hand. Two to three hours per client meeting, every time.
Your clients would refer people if asked. Most advisors don't have a system, so it happens by accident — or not at all.
What we build
Review date approaching → scheduling email with Calendly link → reminders at 30/14/7 days → advisor notified if client still hasn't booked. Every client gets their annual review.
Meeting booked → account summary, performance, rebalancing flags, and life events pulled from Redtail or Wealthbox → report lands in your inbox 24 hours before. Walk in prepared.
After a positive interaction or client anniversary → automated touchpoint with a referral ask → warm referrals flagged to the advisor. Satisfied clients become a real pipeline source.
Birthdays, anniversaries, logged life events → personal note sent automatically. You stay present between annual reviews without adding anything to your calendar.
The process
20 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable — on the call, no fluff.
Fixed hours, fixed price. We connect your existing tools — no software swaps, no new subscriptions, no surprises at the end.
Full walkthrough, Loom video, written handoff doc. Your automation, your accounts. $0/month to keep it running.
48%
Of RIA clients would refer if asked systematically
most advisors never have a system to ask
2–3 hrs
Saved per client meeting
automated prep report pulls it all together
$0
Monthly fees after delivery
one flat build price, then it's yours
Deep Dive
Financial Advisor Automation: Client Onboarding, Review Meeting Prep, and Follow-Ups
Time to run a tighter practice?
Book a free 20-minute audit. We map exactly what's automatable in your advisory practice and what it costs. No commitment needed.
Book Your Free Audit Call