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, for a flat fee.
Sound familiar?
You know you should meet every client annually. Some clients haven't heard from you in 14 months. They're vulnerable to a competing advisor.
Before each meeting someone pulls account values, rebalancing needs, and recent activity manually. 2–3 hours per client meeting.
Your clients love you. They'd refer friends if asked. But nobody has a system — so it happens randomly or never.
What we build
Review date approaching → scheduling email with Calendly link → reminder at 30/14/7 days if no booking → advisor notified if client doesn't schedule. No client slips through the cracks.
Meeting scheduled → account summary, performance, rebalancing flags, life events from Redtail or Wealthbox → sent to advisor 24hrs before. Walk in prepared, not scrambling.
After positive interaction or anniversary → automated touchpoint with referral ask → warm referrals flagged to advisor. Turn happy clients into your best marketing channel.
Birthdays, anniversaries, logged life events → automated personal note sent. Stay top of mind between annual reviews without lifting a finger.
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
How to Automate Your Financial Advisory Practice: Reviews, Prep & Referrals
Ready to stop the manual grind?
Book a free 20-minute audit. We'll map exactly what's automatable in your advisory practice and what it would cost — before you commit to anything.
Book Your Free Audit Call