Automation for RIA teams

Less busywork, more advising.

We automate the repetitive parts of running an RIA — pulling the right PDFs, filling custodian forms, updating your CRM, and generating reports — so your team can focus on clients.

01

Forms, PDFs, and custodian workflows

Automatically find and pull the right custodian PDFs, fill in forms, and handle the back-and-forth with Fidelity and other custodians — no more portal digging.

02

Reporting and custom automation

Quarterly reports generated automatically. Plus custom workflows built around how your firm actually operates — we set them up with you, hands-on.

03

Your data is never stored

Client data is never saved, logged, or retained. Nothing is kept after a task completes. Your clients' information stays yours alone.