Less admin for your team. More time with clients.
Workflows that run the administrative work inside the tools your firm already uses. Set up, documented, and maintained for you.
Your tools, working together.
When something happens in one tool, the next step runs in another. No one has to notice, copy, or retype anything.
- Trigger
Something happens in one tool.
- Action
The information moves to another tool.
- Result
A record updates, a file lands, or the right person is told.
The busywork that eats your team's week.
If it happens the same way every time, it can probably run on its own.
New prospects
Fast follow-up from first form to signed.
Learn more →Client meetings
Prepped before, written up after.
Learn more →Client onboarding
The same smooth start for every client.
Learn more →Plan updates
Plans that stay current between reviews.
Learn more →Client reporting
Reports built, filed, and ready to send.
Learn more →Billing
Fees calculated and invoices out on time.
Learn more →- Scheduling and admin
- Team notifications
- Compliance records
- Task tracking
- Content approvals
Workflows for every part of your firm.
A prospect fills out your website form
ThenA CRM record is created and the advisor is told.
A prospect books a meeting
ThenIt's logged, a prep task is set, and reminders go out.
A prospect is marked won
ThenOnboarding paperwork goes out, already filled in.
Onboarding paperwork is signed
ThenThe client is set up in every system at once.
A client finishes a data form
ThenTheir answers land in the financial plan.
A new client is added
ThenA document request goes out and follows up on its own.
A meeting is tomorrow
ThenA prep pack is put together for the advisor.
A meeting ends
ThenNotes and action items land on the CRM record.
A client doesn't show
ThenA follow-up task opens and the advisor is told.
A quarter ends
ThenPerformance reports are built, filed, and drafted in email.
A financial plan is finished
ThenIt's filed, logged, and flagged for review.
A portfolio drifts off model
ThenThe advisor is alerted and a task is opened.
A quarter closes
ThenThe fee workbook fills in and invoices go out.
A payment arrives
ThenThe invoice is filed and logged.
A month closes
ThenRevenue is summarized by payment type.
A tax return is uploaded
ThenA tax planning report is built and filed.
A tax planning report is finished
ThenA review task opens for the advisor.
A tax-loss harvesting chance appears
ThenIt's flagged and logged for the advisor.
A gift or complaint is reported
ThenIt's logged in the register.
A client call is recorded
ThenA copy goes to your archive.
A team member joins or leaves
ThenTheir account access is granted or removed.
Examples only. What we build depends on your tools.
Workflows already at work for advisory firms.
Discovery call to CRM
- Starts when
- A prospect books a discovery call in Calendly
- Tools
- Calendly and Wealthbox
- What it does
- Adds the prospect to the CRM and assigns a meeting prep task before the call
Onboarding to client folders
- Starts when
- A client moves to onboarding in Wealthbox
- Tools
- Wealthbox and Egnyte
- What it does
- Builds the client's folders from your template, including ADV, financial planning, and insurance
From first call to workflows that run on their own.
- 1
Book a call
Walk us through where your team loses time.
- 2
Map your process
We learn your tools and find the workflows worth automating first.
- 3
Build and test
We build each workflow and test it with your team before it goes live.
- 4
Document and support
Every workflow comes with written instructions, and we keep it running as your tools change.
Add marketing to bring in more prospects.
Our content brings new prospects to your firm. Your automations tag them, follow up, and send them the right emails.
Let's find the busywork worth automating.
Tell us where your team spends too much time.
We'll show you what could run on its own.