Your firm already owns 10-15+ technology tools. The problem isn’t missing features—it’s that your systems don’t think or act together. We connect what you have, automate what should never be manual, and introduce AI where it meaningfully reduces friction.
📊 THE REALITY
Most firms aren’t suffering from feature gaps. They’re suffering from tools that don’t communicate—forcing advisors into low-value operational work instead of high-value client service.
2025 KITCES RESEARCH INSIGHT
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Hours spent daily verifying data consistency across portfolio management, CRM, and financial planning systems.
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The same client information entered multiple times across different systems, creating errors and wasting time.
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Excel becomes the unofficial integration layer, creating version control nightmares and audit risks.
⏰
High-value professionals spending 30%+ of their time on low-value operational tasks instead of client service.
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Audit trails dependent on memory and manual documentation rather than automated, verifiable processes.
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Each new tool adds complexity without solving the underlying problem of disconnected data flows.
🛠️ YOUR TECHNOLOGY REALITY
The typical wealth management firm operates with 10-15+ technology tools. We don’t ask you to rip and replace—we connect what exists.
🎯 THE KITCES INTEGRATION INSIGHT
Research shows integration satisfaction gains taper beyond three core systems. Start here for maximum impact.
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Client relationships, communications, and workflow management
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Goals, projections, recommendations, and client deliverables
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Performance reporting, trading, rebalancing, and billing
25% improvement in advisor experience (7.9 vs 6.3 satisfaction for integrated vs non-integrated firms)
📈 OUR APPROACH
We don’t jump to AI. We follow a proven four-stage progression that builds on a solid foundation of integration and automation.
WHAT ADVISORS ACTUALLY WANT
Advisors want AI to expedite workflows, not replace them entirely. The focus is on efficiency while maintaining human touch—AI surfaces recommendations for human review, not autonomous decision-making.
1
Create a single, reliable operational data layer across your core systems. No more manual data reconciliation.
2
Eliminate repetitive human work—document classification, data validation, report generation, workflow triggers.
3
Accelerate decisions with AI that recommends actions for human review and approval. Always human-in-the-loop.
4
Continuous monitoring, reasoning, and action within defined guardrails. Full audit trails for compliance.
→ INCREASING VALUE & COMPLEXITY →
⚡ USE CASES
Eight AI-powered use cases that deliver measurable ROI for wealth management operations.
Document Reconciliation
Automatically synchronize and validate data between portfolio management systems and document storage. Eliminate hours of manual cross-referencing.
Security ID Normalization
Map CUSIP, ISIN, and Bloomberg identifiers across multiple custodians automatically. End the identifier chaos that causes trade errors.
Fee & Billing Integrity
Automate fee calculations and validate against client agreements to prevent billing errors before they happen.
Advisor Copilot
AI-powered client insights, meeting preparation, and portfolio summaries that help advisors prepare faster and serve clients better.
Compliance Automation
Generate audit trails, compliance reports, and regulatory documentation automatically. Every action logged, every decision traceable.
Client Onboarding
Streamline document collection, validation, and account setup from prospect to client. Reduce onboarding time by 50%+.
Exception Management
AI detection, explanation, and intelligent routing of data discrepancies to the right team members for resolution.
Due Diligence Automation
Automated analysis of financial documents, investment research, and risk assessment to accelerate decision-making.
🚀 HOW WE WORK
No 6-month discovery projects. No endless consulting engagements. We focus on rapid deployment with measurable results.
7 Days
We rapidly assess your workflows, data, and systems to uncover AI automation opportunities with the highest ROI. You get a custom roadmap.
30 Days
One high-impact use case, fully integrated with your existing systems. Measurable results before any long-term commitment.
90 Days
Scale proven solutions across your entire operations. Full integration, training, and ongoing optimization support.
📊 PROVEN RESULTS
See how firms like yours have transformed their operations with intelligent automation.
PE-BACKED RIA
$15B+ AUM • Wealth Management
CHALLENGE
Manual data extraction between Orion portfolio management and Egnyte document storage was consuming significant operations team time and creating accuracy issues.
“This application saves several hours of mundane work every week.”
— Brooke Crawford, Advisor Compensation Manager
MULTI-FAMILY OFFICE
Complex Trading Operations
CHALLENGE
Fragmented financial identifiers across multiple trading systems led to errors and delays in trading, reporting, and analytics workflows.
∞
Scalability
“What used to take our team hours now happens automatically in the background.”
— Operations Director
AWS GenAI Partner
Built on AWS with enterprise-grade security, scalability, and the latest generative AI capabilities from Amazon Bedrock.
Start with a free AI Opportunity Assessment. In 7 days, you’ll know exactly where intelligent automation can deliver the highest ROI for your firm.
