Recover 32 Billable Hours Every Month
for Financial Advisors
Did you know?
Financial advisors spend 8+ hours weekly on client reporting and compliance documentation
That's $12K/month in billable time wasted on administrative work that doesn't grow your AUM.
Aiden builds custom AI automation that eliminates this expense entirely. Save $10K/month and redeploy your team to work that actually drives revenue.
Free assessment completed within 24 hours • Typical payback: 2-4 months
2,000+ word industry report • 10 automatable workflows • Cost savings benchmarks • Implementation roadmap
What We Automate for Financial Advisors
See exactly how automation transforms each workflow—from time-consuming manual tasks to instant, automated processes.
1Automated portfolio reporting
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Advisors manually pull data from custodians, create reports in Excel for each client | ✓Automated report generation with performance analysis and commentary templates | →12-15 hours saved weekly |
2Compliance documentation
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Manual tracking of required disclosures, form ADV updates, client communications | ✓Automated compliance workflows with alerts for upcoming deadlines | →40% reduction in compliance time |
3Rebalancing alerts
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Quarterly manual review of all portfolios for drift from target allocation | ✓Real-time monitoring with automatic alerts when portfolios drift >5% | →Rebalance proactively vs. reactively |
4Client meeting prep
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Spend 45-60 min before each meeting pulling data, creating talking points | ✓Automated meeting prep packets with performance, tax, and planning insights | →30-45 min saved per meeting |
5Regulatory filing assistance
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Manually compile data for Form ADV, custody statements, annual reviews | ✓Automated data compilation with pre-filled forms ready for review | →60% faster regulatory filings |
6Performance benchmarking and analysis
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Advisors manually compare client portfolios against benchmarks in spreadsheets | ✓Automated performance attribution analysis against relevant benchmarks | →8-10 hours saved monthly |
7Tax-loss harvesting identification
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Quarterly manual review of portfolios for tax-loss harvesting opportunities | ✓Real-time monitoring with automated alerts for optimal harvest opportunities | →Capture 3x more tax savings |
8Client risk assessment updates
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Annual risk tolerance questionnaires manually sent, scored, and acted upon | ✓Automated annual assessments with alerts for significant risk profile changes | →Ensure compliance + better outcomes |
9Account aggregation and net worth tracking
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Clients manually provide account statements, advisors compile net worth | ✓Automated account aggregation with real-time net worth tracking | →Save 30 min per client meeting |
10Automated investment policy statement reviews
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗IPSs created once and rarely reviewed or updated for changes | ✓Automated annual IPS reviews with suggested updates based on life changes | →Reduce compliance risk |
🤝 Here's How We'll Work Together
You work directly with the engineers who build your solution. No account managers, no lost context.
We take on a limited number of clients. You get our full attention, not a spot in a queue.
Assess & Plan
We analyze your operations and show you exactly where you're losing time and money. You get specific numbers—hours saved, costs reduced, and capacity you could reclaim. If the ROI doesn't make sense, we'll be honest and tell you upfront.
Build & Integrate
No off-the-shelf software that requires you to change how you work. We build custom automation that plugs into your existing systems. Your team keeps using the tools they know.
Deploy & Train
We train your people in plain language. They'll see immediately how this makes their lives easier. The solution becomes yours—you're not dependent on us to operate it.
Maintain & Upgrade
Your automation runs independently. If you want ongoing support or new capabilities as your business evolves, we're available on flexible monthly terms. No long-term commitment.
Why Work With Us?
Fast ROI, Not Endless Projects
Projects range from $20K-$50K and typically pay for themselves in 2-4 months. Small pilots start at $5K.
Engineers, Not Consultants
You work directly with the engineers building your solution. No telephone game.
You Own Everything
No lock-in, no dependency. You own the code. Automation runs independently.
Seamless Integration
We build custom solutions that integrate with your existing systems.
100% Money-Back Guarantee
If you don't see positive ROI in 3 months, we refund your entire investment. Zero risk.
💵 Investment & Return (The Numbers You Actually Care About)
Typical implementation: $20K-$80K. Typical payback period: 2-4 months. After that, it's pure margin improvement and reclaimed capacity.
Prefer to Test First?
Start with a small pilot for $5K. See the ROI. Then decide if you want to expand. You're buying proof, not promises.
100% Money-Back Guarantee
If you don't see a positive ROI in 3 months, we'll refund your entire investment. No questions asked.
We're confident in the results we deliver. This is a zero-risk investment.
Your exact investment depends on scope and complexity. We'll give you precise numbers after our free assessment—no guessing, no surprises.
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