Built for Financial Services

    Compliance-grade automation for firms that can't afford a single missed step.

    Onboarding, KYC, review prep, fee billing, compliance monitoring — built for regulated environments.

    Where Financial Services are losing time and money

    • 01Portfolio Reporting
    • 02Compliance Monitoring
    • 03Kyc Onboarding
    • 04Client Review Prep
    • 05Fee Billing
    • 06Research Memos

    Three questions to ask yourself

    1. 1.How long does it take your team to prepare materials for a single client review meeting?
    2. 2.What does your client onboarding process look like from signed agreement to fully active account?
    3. 3.How are you currently monitoring and documenting compliance across your book of business?

    If any of these felt uncomfortable, you're exactly who we built this for.

    Pricing for Financial Services

    Recommended

    Starter Setup

    $499

    3–7 days

    One automation. One big win. Up and running in a week.

    + Basic Care $199/mo

    Growth Build

    $2,500–$5,000

    2–4 weeks

    3–5 connected automations. Covers an entire piece of your business.

    + Pro Care $499/mo

    Full Buildout

    $5,000+

    4–8 weeks

    Your whole operation, wired together. One partner, one system.

    + Pro Care $499/mo (or custom retainer)

    Ready to start?

    Starter Setup$499

    One automation. One big win. Up and running in a week.

    Start for $499