Advisors spend 39% of their time on clients and 40% on admin. Re-keying data, chasing NIGO paperwork, running compliance checklists. The ceiling isn't your advisory skill. It's your operations.
Pulling facts from call notes, PDFs, scanned forms, and emails. Then manually re-keying them into CRM, planning software, and custodian tools just to make things line up. Every. Single. Client.
Paperwork rejected for minor errors. Entire process restarts. Meanwhile the contra firm is intentionally dragging their feet on the transfer, hiding behind proprietary forms and wet-ink signatures.
Form ADV updates. Trade monitoring. Email archiving. Cybersecurity requirements. Code of Ethics reviews. It all stacks up. Produces zero revenue. Takes 60+ hours a year.
You want to monitor held-away assets but account aggregation links break constantly. Then you're badgering clients to log in and re-enter credentials for sites where they've forgotten the password.
"I am a one-man show, and prospecting, doing financial planning, onboarding, keeping everything organized, and everything else that's backend or admin stuff is a lot."
The first 6-12 months after leaving a wirehouse are operational hell. You went from Merrill's infrastructure to building everything from scratch. We help breakaway RIAs build it right from day one so you don't burn your first year on admin instead of clients.
One link. Client uploads documents, forms, statements. AI extracts the data, validates it to kill NIGOs before they happen, pre-fills custodian paperwork, pushes clean data into your CRM. The "magic intake link" advisors dream about.
Automated monitoring for at-risk clients. Life event triggers from your CRM. Multi-touch re-engagement sequences before clients lapse. Every retained client adds 3-5x commission to your firm's sale value.
Automated trade monitoring, document archiving, Form ADV deadline tracking. The 60+ hours a year that produces zero revenue, handled by systems instead of your team.
We document every manual workflow in your firm. Onboarding, compliance, billing, client reviews. You'll see where the hours go and what they cost.
Custom AI systems on your existing stack. No migration. No new tools to learn. First system live in 2 weeks.
We monitor, optimize, and expand as your book grows. When you add the next 50 clients, your ops don't break.
Or email directly: aibek@desaflow.com