Make every client feel like your only one.
A white glove client experience system for wealth management firms. It cuts 90% of the admin, gives every advisor 10–15 hours back each week, and frees your team for the work that grows AUM.
30 minutes. No deck.
Your 2:00 with the Chen family is ready. The prep sheet is in their folder.
Worth mentioning: their daughter starts college in the fall (from the March review). The rollover you promised them is done.
The meeting ends. The work doesn’t.
Your advisors aren’t the bottleneck. The work between meetings is.
- Review recorded
- Promises in the AI notes 7
- Tasks created 0 of 7
- Follow-ups sent 0 of 7
The notetaker caught it. Nobody did it.
So the Roth analysis you promised is still waiting.
- Intake
- CRM
- Custodian
- DocuSign
- Planning
- Drive
One household. Six systems.
One stale address and the custodian restricts billing.
Out Friday
23 steps. One person.
When your ops lead is out, onboarding stops.
It’s not just your firm.
Here’s what the admin is costing you.
Most firms don’t stop growing for lack of leads. They stop at the number of households the team can serve before something drops.
Do your own math.
An illustrative example using your own inputs. Not a promised result.
Meet the White Glove Client System.
One system around your CRM that keeps every household moving and every client feeling known.
Good morning. Here’s your firm today:
- 3households waiting on clients. Nudges drafted.
- 2onboarding steps ready for you.
- 1review at 2 PM. Prep packet ready.
- 0follow-ups overdue.
- 01
White-glove onboarding
Forms, signatures and statements filed. Quiet clients get a drafted nudge.
- 02
Client memory
Kids’ names, their CPA, what they said last spring. All there before the call.
- 03
Commitment engine
Every promise from the meeting gets an owner and a date.
- 04
Meeting prep packet
Walk into every review with everything on one page.
- 05
Daily command view
What’s waiting, ready or overdue, in Slack every morning.
- 06
Setup & ongoing care
We set it up, train your team, then keep running it.
Works with your CRM
- Wealthbox
- Redtail
- Salesforce
Your CRM stays the record. The system reads from it, does the work around it and logs every update back.
The results, on average.
Prep time per client review
Days to onboard a new household
Onboarding steps a person touches
10–15 hrs back per advisor, every week.
White glove, start to finish.
We learn your firm.
How you onboard, serve and follow up, mapped with your team.
We build your system.
Around the tools you already use, with nothing new to learn.
We run it for you.
You answer in Slack. We handle everything behind it.
Don’t take our word for it.
I’m proudly partnered with Sageridge Group. They’re on the cutting edge when it comes to AI, systems, and building things that provide real value for the financial industry.
Chandler MinaldiHead of Capital Formation · Blount Capital Management
Their systems saved us 40 hours a week across the company as soon as it went live. They made implementing AI easy.
Before the AI Coworker, I was grinding through 3 hours of manual analysis every single day. Now the system runs on autopilot & evaluates the data, tracks my positions, and delivers recommendations before I’ve finished my coffee.
Scott Duncan
Entrepreneur & Investor
Built for a regulated business.
93% of advisors want to keep the final decision when AI is involved (Advisor360, 2026). So do we.
- 01The system draftsA follow-up, nudge or summary, ready to review.
- 02 · Your teamA person approvesApprove, edit or snooze it in Slack.
- 03From your emailSo it stays in your archive.
- 04On the recordEvery call, email and nudge, logged.
- Compliance signs off firstYour approver decides in writing what the system may touch.
- Nothing trains a modelBusiness-grade AI, contractually barred from training on your data. Read-only by default.
- Built in your nameYour accounts. Part ways and you keep everything. We lose access.
Every system is designed with Noelia, our cybersecurity engineer, who spent five years in security consulting and audits for enterprise clients from banking to telecom.
This isn’t for every firm.
You’re a good fit if…
- You run an independent advisory firm on Wealthbox, Redtail or Salesforce
- Onboarding takes weeks, and one or two people hold it together
- You want to grow households and AUM without hiring to do it
- You can name one owner and one compliance approver
Don’t book the call if…
- You’re looking for leads or marketing. We don’t do that
- Your broker-dealer only lets you use its own approved tools
- You want the cheapest option rather than the one that holds up
- You want a promise of 10x clients. We’d rather fix what’s capping you now
Fair questions.
The people behind it.
Alex StarrCEO & Co‑founder
Joe KernsCOO & Co‑founder
Santiago JuarezLead AI engineer
NoeliaCybersecurity engineer
Daniel BanegaAccount manager
You became a wealth manager. Not a paperwork chaser.
Thirty minutes, no deck. We’ll show you the follow‑ups, prep and paperwork we’d take off your team first.
Not ready for a call?
Send this instead. Alex or Joe reads every one, and you get a real answer from a person, not a sequence.
- A straight read on what we’d take off your team first
- No pitch deck, no discovery fee, no follow-up sequence
- If we’re not the right fit, we’ll tell you that too