Consulting

Your practice doesn't need to run on manual work, and you don't need to be copying and pasting between ChatGPT windows to fix it.

We build automations for wealth management practices, reporting, SOAs, client workflows, so your team stops doing work a machine should do.

Anything anyone in the office does more than once shouldn't be touched by a human, go talk to your clients instead.

How it works

We run through your actual workflow, identify where your team's time goes and which automation pay for themselves fastest.

We map your workflows and identify the highest-impact automations. No cost.

Project-based engagement. We build, test, and deploy into your existing stack.

Ongoing retainer for updates, new automations, and support as your practice evolves.

A snapshot of current engagements to bring AI and automation into legacy systems without ripping them out.

HNW Private Wealth firm

Single-click reporting straight out of Xplan and Netwealth
Detailed portfolio construction tools to speed up SOA generation and IC-level reporting

Boutique fund manager

A full pre-to-post meeting pipeline inside their Microsoft OneNote environment
Automated data ingestion for modelling
All model inputs and outputs moved into a database, integrated with every existing process and model
Live, detailed portfolio reporting from any device