For financial advisory firms, client onboarding automation projects typically range from $3,500 to $15,000, depending on the complexity of your existing CRM, document generation, and compliance workflows. We provide fixed-price proposals, ensuring predictability for foundational automations like data entry, form population, and initial compliance checks. Every engagement begins with a complimentary systems audit to precisely scope your project and define deliverables.
We conduct a thorough audit of your existing client onboarding workflows, including how data flows between your CRM (e.g., Redtail, Salesforce), portfolio management system, and document generation tools. This helps us pinpoint manual touchpoints in prospect data capture, risk assessment, and fee agreement preparation.
Based on the audit, we design and build custom automations to streamline tasks like client data synchronization, automated account opening form population, and compliance document routing for advisor review. Our solutions focus on reducing repetitive data entry and ensuring consistent adherence to regulatory requirements.
After rigorous testing, we implement the new automated workflows, providing your team with comprehensive training on the optimized onboarding process. This ensures a smooth transition, allowing your advisors to focus more on client relationships and less on administrative burdens.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit