Services

Start with clarity. Scale with confidence.

Most firms don't need everything at once. Some need to understand where AI fits before investing. Others are ready to build.

Every engagement starts with your practice's specific workflows, compliance requirements, and growth goals.

AI Assessment

A structured audit of your practice to identify where AI creates the most leverage — and what to ignore.

What you get

  • Full workflow audit across advisory, operations, and compliance
  • Vendor and tool evaluation against your existing stack
  • ROI projections ranked by AUM impact
  • Prioritized roadmap you can act on immediately

Team Enablement

Get your entire team using AI effectively — with guardrails that satisfy compliance.

Looking for 1-on-1 sessions? See individual training

What you get

  • Firm-wide AI usage policies and compliance guidelines
  • Role-specific workshops for advisors, paraplanners, and ops staff
  • Hands-on practice with your actual workflows and tools
  • Ongoing support as capabilities and best practices evolve

Strategy & Implementation

A phased AI roadmap for your firm — then hands-on help executing it.

What you get

  • Portfolio management automation — rebalancing, reporting, commentary, and research
  • Client lifecycle — meeting documentation, follow-up, and prospect research
  • CRM enrichment and pipeline intelligence
  • Compliance monitoring and surveillance integration

Custom Development

Purpose-built AI tools and systems for problems no off-the-shelf product solves.

What you get

  • Proprietary internal tools — research dashboards, scoring models, client portals
  • Multi-system integrations across custodian, CRM, compliance, and reporting platforms
  • AI agents that handle firm-specific processes end-to-end
  • Custom data pipelines and analytics infrastructure

Hourly Advisory

Ad-hoc consulting for vendor evaluation, wealthtech due diligence, and strategic advisory outside of scoped projects.

Inquire

Every engagement starts with a conversation.

Tell us about your practice and where you're thinking about AI. We'll identify the right starting point.

Schedule a Consultation