The gift of time returned to you and your team. Automate and semi-automate all the repetitive tasks that support your work so you can focus on the work.
CEOs, Presidents, Founders, COOs of private wealth management and legal services firms operating in the finance and risk industries
We employ an off the shelf saas-based work management system suited to your team's technical savviness and then document and implement the optimal versions of your core processes.
One Architect for four weeks
This is not something you cannot do yourself. Its just not the best use of your time. Think of how much you can advance toward your objectives if this was already in place.
Web-based portal experience for Clients
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One-stop online location for the client to find their documents, files, history, messages, and available services
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Online wizards to collect documents and information from clients
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Web forms bolstered with business rules to ensure collection in proper formats
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User prompting and messaging for required tasks assigned to the client by your staff
