Onboarding, notes and reports, logged for compliance.
We assemble onboarding packets, turn meeting notes into CRM entries and draft quarterly reports. A person checks every item, you approve it, and every step is on record for your compliance file.
The work that eats your week
- New-client packets assembled by hand from five different forms
- Meeting notes that never make it into the CRM
- Quarterly reports pulled together the last week of the quarter
- Compliance logs kept after the fact, from memory
- For trading desks: news and filings watched by hand
One new client, before and after
Your operations lead, today
- Collect IDs, account forms and suitability answers by email
- Retype them into the custodian forms and the CRM
- Chase missing signatures
- Write the file note for compliance
About 4 hours per household
With the Client Desk
- The client fills one intake; gaps are flagged the same day
- Forms and CRM records are prepared and checked by our team
- You approve the packet before anything is sent
- The compliance note is written from the record, automatically
About 30 minutes of your time per household
Illustrative numbers on sample data. Real client results replace this as design partners finish.
Built by someone who has run risk at scale
- Our founder built the risk systems watching $70–120B of trading exposure at Fidelity.
- Every action is recorded: who prepared it, who checked it, who approved it, and when.
- Your client data stays in your accounts and is never used to train AI.
Wealth services
Client Desk
Onboarding packets, meeting notes into the CRM, quarterly report drafts.
From $5,000 setup + $1,500 / month
Custom systems
Trading desk tooling, signal alerts, risk overlays, anything off the menu.
By quote after a paid scoping session ($1,500, credited)
Not sure where to start? The Rollout puts two workflows live in three weeks. See the Rollout →
Questions advisors and family offices ask
Will this pass our compliance review?
It is built to. Every item is checked by a person and approved by you, and the full record of who did what is yours to export. Our Security & Trust page answers the usual vendor questions in writing.
Does our client data leave our systems?
We work inside your own accounts with access limited to the job. Your data is never used to train AI.
Which CRMs do you work with?
The common ones used by RIAs and family offices. Tell us yours on the call and we will confirm before you pay anything.
Can you build tooling for a trading desk?
Yes, as a custom system. It starts with a paid $1,500 scoping session, credited against the build.
You already know which job eats your week. Start there.
A reply the same business day. A written scope and fixed price within 48 hours of the call.