How Much Does Financial Reporting Automation Cost for Financial Advisory?

Q: How much does financial reporting automation cost for financial advisory?

Pricing depends on the complexity of your existing workflows and the number of integrations required. Most financial advisory projects start at $3,500 for a foundational automation, with more complex implementations ranging higher. Every project begins with a free systems audit.

Q: Is there a monthly fee after the initial build?

Some automations run on infrastructure that requires hosting and monitoring. We offer optional ongoing support starting at $200 per month, but many automations run independently after launch.

Q: What is included in the free systems audit?

The audit maps your current financial reporting workflow, identifies the highest-impact automation opportunities, and provides a clear scope and timeline. There is no obligation.

Q: How quickly does this pay for itself?

Most financial advisory see full ROI within 60 to 90 days. The typical result is Same-day reporting instead of week-long delays, which translates directly to recovered staff hours and reduced errors.

For financial advisory firms, financial reporting automation projects typically start at $3,500 for foundational processes like automated client statement generation or quarterly performance report aggregation. The exact cost depends on your existing tech stack's complexity and the specific data sources you need to integrate, ensuring a fixed price for your custom solution.

The Problem: What Financial Advisory Deal With Every Day

× Client portfolio reviews taking hours of manual preparation
× Compliance documentation gaps across multiple regulatory bodies
× Proposal customization eating into client-facing time
× No clear pricing when evaluating financial reporting solutions

How It Works

Free Systems Audit

We conduct a thorough review of your current client reporting process, from aggregating custodian data to generating custom performance summaries. This identifies specific pain points and outlines clear, impactful automation opportunities.

Fixed-Price Proposal

Our team develops custom automation scripts and integrations tailored to your firm's specific reporting needs, connecting platforms like your portfolio management system (e.g., Advent, Orion) with your CRM or reporting tools. We build solutions that automate data extraction, transformation, and report compilation.

Build and Launch

We deploy the automation into your live environment, ensuring seamless operation for tasks like automated quarterly statement delivery or daily reconciliation reports. We also provide training for your team, ensuring they can confidently manage and leverage the new streamlined reporting workflows.

Expected Outcome

Same-day reporting instead of week-long delays