Financial advisors: more customers, new revenue, less unnecessary cost.
Advisors are paid for judgment and relationships, then spend their days on paperwork. These are the systems we would typically build and operate for a financial advisory or wealth management practice, using the tools it already has.
These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.
What we usually see
Meeting prep means pulling data from four systems. Notes and follow-ups after a review depend on memory. New account paperwork stalls waiting on a signature or a missing form. Reviews happen when someone remembers to schedule them. Prospects from a referral or an event cool off before anyone follows up.
Tools you probably already use
- Your CRM, such as Redtail, Wealthbox or Salesforce
- Your custodian platform, such as Schwab, Fidelity or Pershing
- Planning software such as eMoney or RightCapital
- Scheduling and email
- Your archiving and compliance tools
Where we would start
- 01
Meeting prep done before you sit down
Before each review, a one-page brief with account changes, open items, life events on file and what you promised last time.
What changesEvery meeting starts where the last one ended.
- 02
Notes and follow-ups after every meeting
Notes land in your CRM, tasks are created, and a recap is drafted for your review before it goes to the client.
What changesNothing said in a meeting gets lost after it.
- 03
Onboarding that keeps moving
New account paperwork tracked from application to funded, with reminders to clients and your team when something is missing.
What changesNew assets arrive faster, and clients see a firm that has it together.
- 04
Reviews on a calendar
Every client is invited to reviews on the cadence you set, with a booking link and reminders.
What changesService levels hold without anyone keeping a list.
- 05
Prospects followed up
Referrals and event leads get a timely, approved follow-up and an easy way to book a first meeting.
What changesWarm introductions stop going cold.
- 06
A weekly practice report
Meetings held, accounts in onboarding, paperwork outstanding and clients due for review, in one message.
What changesYou see the whole practice at a glance.
Scout, Forge and Sift for financial advisors
Scout
Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.
Explore Scout ExpandForge
Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.
Explore Forge SaveSift
Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.
Explore SiftWhat stays with you
Advice, recommendations and anything that moves client money stay with you. AI drafts; your people decide what is sent. Your compliance team sets which messages need review. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.
Questions
- Who approves what goes to clients?
- You do. Any message or record change can require review by you or your compliance team before it goes out, and we agree those steps with you before anything goes live.
- Does AI give financial advice?
- No. AI prepares briefs, drafts recaps and organizes paperwork for your review. Advice and recommendations come only from you.
- Do we have to change CRM or custodian?
- No. We work with the CRM, custodian and planning tools you already use, and confirm what can connect before any work begins.
Also in legal, financial and insurance
Your business, not a template.
Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.
