[ Our Focus ]

The new operating model for high growth RIAs and wealth management firms

Wealth management is a human business, buried under machine work

Every new client means ADV amendments and custodian paperwork. Every market shift triggers rebalancing and client calls. Every new service—tax optimization, alternatives, trusts—adds complexity, pulling your team from the advisory work that sets you apart.

[ BUILT FOR RIAs ]

Designed to take on entire functions within your firm—and then some

GET EARLY ACCESS
Client Onboarding

Document gathering, KYC validation, system population. Done in the background while your team focuses on relationships.

Account Opening

Every custodian, every form, every quirk is handled accurately at scale without manual errors.

Compliance Review

Communications monitoring, issue flagging, and audit-ready documentation. No compliance backlog, no added headcount.

M&A Due Diligence

Document review, data validation, and discrepancy identification—done in days, not months.

Client Reporting & Reviews

Automated report generation, data aggregation, and performance analytics. Consistent, timely delivery without the manual lift.

Client Meeting Preparation

Briefing materials, portfolio summaries, and talking points assembled automatically. Your advisors walk in fully prepared, every time.

Client Billing Fee

Calculations, invoice generation, and payment processing handled seamlessly. No billing delays, no calculation errors.

Alternative Investment Operations

Capital calls, K-1 distribution, and subscription doc processing at scale. Complex investments, simple operations.

[ WHY NOW ]

As growth accelerates, so does complexity

RIA firms are growing—more clients, new services, rising expectations. But growth brings deeper compliance demands, faster onboarding, tighter talent markets, and pressure to deliver more without compromising quality.

The digital workforce provides scalable capacity without adding headcount or overwhelming teams. Build family-office-level services at scale while your advisors focus on the relationship-driven work that sets you apart.