Quarterly reports, built and ready to send.
Reports are built for every client, filed, logged, and drafted in email, and portfolios are watched in between.
From first call to up and running.
1Map your process
We learn how your team works today and which tools it uses.
2Build and connect
We build the workflow inside the tools you already use.
3Test with your team
We run it with real examples before it goes live.
4Document and support
You get written instructions, and we keep it running as your tools change.
What it does for your firm.
Quarter end without the scramble
Every client's report is built, filed, and drafted while your team does other work.
Drift caught early
A portfolio off its model raises an alert and opens a task.
Numbers that agree
Custodian and portfolio records are compared, and breaks are listed for your team.
Common questions.
Which reporting tools does this work with?
Portfolio tools like Orion, Black Diamond, and Addepar, plus your CRM, document storage, and email.
Does it send reports to clients?
No. Each report is filed and the email is drafted. Your advisors review and send.
What else gets watched?
Portfolio drift, tax-loss harvesting chances, and differences between your custodian and portfolio records.
Who keeps it running?
We do. Every workflow comes with written instructions, and we keep it running as your tools change.
Other ways we help with automation.
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.