The annual review that never got scheduled. The account transfer that stalled on one missing signature. The client who called with a question and waited two days for an answer.
Nobody logged in. Nobody prompted anything. Your way of running, in front of every person, every morning.
Your firm already has a way it runs. It just lives in your head, your operations manager's and the client service calendar. So nobody has it in front of them when they act, and nobody knows when someone drifts. That is flying blind.
Every review, request and account change pointed at your goal. The day anything drifts, the person who can fix it hears about it that morning.
Waits for their annual review and wonders what changed.
With usGets reviews on time, answers fast, and every change handled.
Work from the calendar, email and memory.
With usThe review, the paperwork and the next step are in front of them when they act.
Find out at month end which reviews never happened.
With usSee the day anything drifts, and who it is waiting on.
We start from the lessons the best financial planning firms have already learned, then shape every step to how you do it. Your people see your way. You get to say: this is how we do it.
Keep the software you already pay for. Green works today; the rest are on the way. Don't see yours? If it has an API, you will be able to connect it yourself. coming
We list only the protections that hold in our code today. When the next one is finished, it shows up here by itself.
Before the AI does anything risky in a company's tools, a person approves that exact request once, from a Command Center sign-in.
The AI sends email only from an address the company verified, and nobody can slip extra recipients into a message.
Every key a company saves is stored sealed and never sent to a browser.
Agencies, custodians, compliance consultants, accountants and software companies that already serve financial planners. Distribute it to the businesses you already serve.
Send them to us and earn a fee.
Distribute it as yours, at your price, if you choose.
Turn what you know about this trade into your own product.
$5,995 a month for your first department, $1,995 for each one after. Three-month start.
Get a free diagnostic →Their price. Your agency, supplier or accountant brings it to you, under their name if they choose.
Ask us who →Guided the whole way.