For independent RIAs · $100M–$1B AUM
Free: the 27-Point RIA Operations Teardown
Before you buy more wealth management technology, see where the hours go. We map where your intake days and admin hours actually go — and what they cost you per year. You get the dollar number whether or not we ever talk.
This is the intake for the free 27-Point RIA Operations Teardown — five questions, then we build it.
First: where does the firm sit on AUM?
What lands in your inbox
A plain map of where your tools and hours go — and which AI tools for financial advisors would actually move the number, ranked by payback. No pitch, just the diagnosis.
All 27 points scored — from intake paperwork and NIGO rework to meeting prep, reporting, and compliance logging.
The annual dollar number: what the intake days and admin hours cost the firm per year, with the math shown.
The first three fixes, sequenced — yours to act on whether or not we ever talk.
We run on it ourselves
Provyd, our founder’s company, runs roughly $1.1M/yr of operating work on the same system we build for clients.
Governed by default
RIA compliance technology built in: every outbound send and publish passes a human approval gate, and every step is audit-logged.
Common questions
Is this a sales call in disguise?
No. The teardown is a document, not a meeting. You answer five questions, we build the 27-point map and the dollar number, and we send it to you. If you want to talk after reading it, that's your call to make.
What do you need from us to build it?
Just the answers above — we work from what you tell us plus what's publicly visible. We map where your tools and hours go, then show which AI tools for financial advisors would actually move the number. Nothing is invented: anywhere we'd be guessing is marked NEEDS-CLIENT-INPUT so you can correct it.
Does this touch client data or investment decisions?
Neither. The teardown is an operations map — intake, prep, reporting, logging — and the same line holds for every system we build: RIA technology that runs the firm, never the portfolio. No client data changes hands, and we never touch investment decisions at any stage of any engagement.