Reclaim 5+ Hours a Week Per Advisor.
Human-led, AI-powered workflows that automate your meeting prep and intake paperwork. You review, approve, and walk into the room prepared.
Book a 15-Minute Intro CallYour Advisors Are Drowning in Admin Work.
The Prep Problem
Advisors spend hours reading old notes and checking portfolio numbers before every client meeting.
The Intake Bottleneck
Manual document review and missing KYC data delay new client onboarding and frustrate your team.
The Cost of Doing Nothing
Hiring a paraplanner costs $55,000+ a year. Letting advisors do admin work costs you billable hours.
The Low-Risk Pilot
We don't do long-term contracts out of the gate. We start with a $1,500 pilot. We build your custom workflow. If it doesn't save your advisors at least 5 hours a week, you don't pay the monthly retainer.
How the transition works:
- You pay the $1,500 pilot fee to build and test the workflow.
- If it works and you want to keep it, your $1,500 is credited toward the standard setup fee.
- The standard setup fee is $5,000 - $10,000 (depending on CRM complexity).
- Your monthly retainer ($1,500 - $3,000) begins only after you approve the final system.
We use secure, permissioned integrations to protect your client data.
Standard Setup: $5,000 - $10,000 (Pilot fee is credited)
Monthly Retainer: $1,500 - $3,000 / firm
© 2026 Advisors Ops. A GuardIT AI Company.
Sarasota County, Florida