Plans that stay current between reviews.
Balances and net worth update on their own, and when something moves, the advisor is told and a review opens.
From first call to up and running.
Map your processes
We learn how your team works today and which tools it uses.
Build and connect
We build the workflow inside the tools you already use.
Test with your team
We run it with real examples before it goes live.
Document and support
You get written instructions, and we keep it running as your tools change.
What it does for your firm.
Current numbers, every time
Balances and net worth follow the custodian without anyone re-typing them.
You hear about changes early
A sharp move in net worth or goal funding raises a flag.
Reviews that open themselves
When a plan turns a year old, the task and the invite are ready.
Common questions.
Which planning tools does this work with?
Planning software like RightCapital, MoneyGuidePro, and eMoney, plus your CRM and document storage.
Does it change the plan on its own?
No. It keeps the numbers current and opens a review. The advice stays with your advisors.
What counts as a sharp move?
You set the threshold, so your team only hears about changes worth a call.
What happens when a plan is finished?
It is filed in the client's folder, logged on the record, and flagged for review.
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.