Our Process
Leave It Better Than You Found It
-
Discovery and Assessment
Comprehensive current state analysis
Stakeholder interviews and workshops
Gap identification and prioritization
Strategic recommendations
-
Strategic Planning
Implementation roadmap
Technology solution design
Process optimization planning
Change management strategy
-
Implementation
Technology deployment and integration
Process implementation and training
Data migration and system testing
Performance monitoring establishment
-
Optimization and Support
Continuous improvement initiatives
Performance monitoring and reporting
Strategic planning updates
Network facilitation and growth support
Technology Expertise Across Your Stack
We're fluent in the entire RIA technology ecosystem, from CRMs to AI tools
CRM Systems
Redtail Wealthbox
Financial Planning
eMoney MoneyGuidePro RightCapital Elements
Portfolio Management
Orion Black Diamond Envestnet
Tax Planning
Holistiplan FP Alpha RightCapital Tax
Compliance
MyRIA SmartRIA RIA in a Box
AI & Automation
AI Tools: ChatGPT, Claude, Perplexity, Google Gemini Add Ons: Otter.ai, JumpAI, and more