Get your team's admin hours back.
We set up, connect and run the AI for you. Your first agent is live in 14 days.
- We connect your tools and onboard your data
- Message your agents on WhatsApp, iMessage or Slack
- We manage them and meet weekly to make them better
What eats your week?
Tell us a task. We'll show the agent that handles it, then build you a free report on how to scale.
Where an advisor's day actually goes
Example: founder of a two-advisor RIA
- 7:30 am20 min
Log in to two custodian portals to check on pending transfers
→ Account Transfer Agent
- 12:30 pm40 min
Re-key a new household's details into account-opening forms
→ Client Onboarding Agent
- 2:00 pm20 min
Double-check transfer paperwork before it goes out
→ Paperwork Check Agent
- 5:30 pm20 min
Reply to clients asking where their transfer stands
→ Client Update Agent
- 7:00 pm50 min
Write up notes and follow-ups from three review meetings
→ Meeting Notes Agent
- 8:00 pm20 min
Log today's calls, emails and life events in the CRM
→ CRM Keeper
~20%
of an advisor's time is spent with clients. Kitces Research
2 hrs 50 min
a day of operations work in this example, 1 hr 30 min of it after 5pm.
We do the work
You don't need to keep up with the next new AI tool. We do that for you.
Free ops review
Walk us through your week. You get a written plan showing the hours we can take off your team.
We connect everything
We link your CRM, custodian and other tools, and onboard your data.
Live in 14 days
Your first agent starts working. Message it on WhatsApp, iMessage or Slack.
We manage and improve
We track how it performs, add workflows as you need them and chat weekly to make it better.
Simple, published pricing
+ $2,500 one-time setup
Setup fee waived with a 3-month commitment
30-day guarantee: if your first agent isn't saving your team time 30 days after it goes live, we refund your setup fee and you can cancel with nothing more to pay.
- One workflow: CRM upkeep, client updates or paperwork checks
- First agent live in 14 days
- We connect your tools and onboard your data
- Chat with it on WhatsApp, iMessage or Slack
- Managed and monitored daily
- Weekly call to improve it
- Monthly report on time saved
Add-ons
Extra agent (no new setup fee)
$1,000–1,500 /mo each
Transition package for breakaways
$7,500 one-time
Compliance log
$500 /mo
Tool-stack audit (free with 3+ agents)
$2,500 one-time
Prepay for a year and get 2 months free.
Full ops team
Five or more agents across CRM, client updates, onboarding, transfers and paperwork, with the compliance log included. Priced to your firm.
Book a review to scope itWhat does ops work cost you in advisor time?
$13,000a month — 8.7× the $1,500 starter
Common questions
Do we have to manage the AI ourselves?
No. We run it. We connect your tools, onboard your data, watch how the agents perform, add workflows as you need them and meet with you every week to improve them. We are a managed service, not software you have to learn.
How fast can we start?
Your first agent is live in 14 days from the day we have access to your tools.
What if it doesn't work for us?
We back it with a 30-day guarantee. If your first agent isn't saving your team time 30 days after it goes live, we refund your setup fee and you can cancel with nothing more to pay.
How do we talk to the agents?
Where you already work: WhatsApp, iMessage, Slack, text or email. Ask a question or give a task in a message, and the agent replies.
Will an agent give advice, trade or move money?
No. Agents handle the operations work around advice — never the advice itself.
How does this fit our compliance program?
Every agent action is logged, and client emails go through the systems you already archive. We build to your CCO's rules; we don't replace them.
What does it cost?
$1,500/month plus $2,500 setup for one agent. The setup fee is waived with a three-month commitment. Extra agents are $1,000–1,500/month each.
Which CRMs and custodians do you work with?
Wealthbox, Redtail and Salesforce; Schwab, Fidelity, Pershing and Altruist; plus DocuSign, Orion and eMoney. Using something else? Ask us.
We're breaking away. Can you help with the move?
Yes. The $7,500 Transition package covers transfer tracking, paperwork checks and client updates for the move.
Is our client data safe?
Agents get only the access their workflow needs, we use AI providers that don't train on your data, and you can revoke access anytime.