You became a wealth manager. Not a paperwork chaser.
Your onboarding is twenty-some steps across half a dozen tools and three or four people, and nobody clearly owns it. Only a few of those steps ever needed a human. The White Glove Client System handles the rest, and brings decisions to your team in Slack only when your judgment matters.
Built for independent advisory firms running Wealthbox, Redtail or another CRM, with tools like PreciseFP, RightCapital, DocuSign and a custodian portal.
Sageridge Group builds and runs the White Glove Client System for wealth management firms: the layer around your CRM that moves onboarding, follow-ups and client service forward on its own. Installed in about eight weeks, built in your accounts, and run by us after that.
Here’s what onboarding actually looks like.
We mapped one firm’s onboarding with their whole team, step by step. 23 steps. Six tools. Four people handing it back and forth, and no clear owner at any point.
Their tools already had checklists, reminders and a recorder that suggests follow-ups. Almost none of it fired on its own. As one of them put it: “Thank God for Mondays.” That’s when they catch up on the chaos.
One person is the workflow
Your ops lead starts every checklist. Forms, signatures and statements all arrive as emails, so nothing moves until someone notices. When they’re out, onboarding stops.
Waiting on the client is invisible
Items waiting on clients hide among everyone’s to-dos, and meeting follow-ups never become tasks. Then you hear it: “We haven’t heard from y’all.”
Review prep eats an afternoon
Two to three hours to build one agenda, because the same family, accounts and address live in three tools and drift apart. One stale address and the custodian restricts billing.
23 steps. 3 need you.
Almost every step was data moving between tools: a form into the CRM, a statement into a folder, a signature into a status. Only three needed an advisor’s judgment.
Illustrative layout. The 23 steps, and the three that needed judgment, come from one firm’s real onboarding.
Here’s how the three reach you.
A message in Slack with the context pulled and the next step drafted. You decide in a minute. Client emails are drafted, never sent on their own: your team sends them from your own email.
Martinez household: intake form complete. Statements filed to their Drive folder and checked against what they told us.
One mismatch: the 401(k) they listed as a rollover is still at the old employer. A draft account-explanation email is ready for your review.
The real cost isn’t the hours. It’s the ceiling.
Most firms don’t stop growing for lack of leads. They stop at the number of households the team can onboard before something drops. That’s why we don’t sell leads or marketing. We fix what’s capping you.
Here’s the White Glove Client System.
Done for you, built around the tools you already run. We install it, we run it, and we keep it running.
Client SystemSageridge · Vol. I You answer in Slack. We handle the rest.
Every new household moves forward on its own.
Each step happens the day it can.
White-glove onboarding
Forms, signatures and statements get filed, the CRM checklist updates, and the next step goes to the right person. Clients who go quiet get a drafted nudge.
Every client feels known.
Kids’ names, their CPA, what they said last spring. All there before the call.
Client memory
One timeline per household, outside any single vendor: meetings, emails, documents, promises and the people around them.
What you promise in the meeting happens.
Every follow-up gets an owner and a date.
Commitment engine
After each recorded meeting it pulls out who promised what, by when. You confirm with one tap and it becomes a task, with outreach dates logged.
Review prep takes minutes.
Walk in with everything on one page.
Meeting prep packet
Last summary, open commitments, plan changes and anything that doesn’t add up, pulled before every meeting.
Monday stops being the safety net.
Everyone knows what’s waiting, ready or overdue.
Daily command view
A daily view for each person and one for the whole firm, delivered in Slack.
Your team actually uses it.
No new software to learn.
Setup, adoption & ongoing care
We standardize what your CRM already does, set up Slack, train the team, then keep running and improving it.
Optional white-glove extra: a short, personalized video or audio recap after a review or at year-end. You approve every one before it goes out.
Here’s how it works.
Map it together
- Onboarding mapped with your whole team
- One owner and one compliance approver named
- Data scope approved in writing
Foundation
- Client memory set up in your accounts
- Connections to your CRM, intake, documents and Slack
- Least-privilege access, tested on sample data
Working system
- Onboarding follow-through live first
- Commitment engine and daily views
- A person confirms anything client-facing
Stabilize & hand off
- Tuning on real households
- Training on the live system
- Onboarding time, measured for the first time
After launch, we keep running it: we watch it, fix what real use turns up, and scope the next workflow with you. That’s the white-glove part.
Built for a regulated business.
Compliance signs off first
Your approver decides in writing what the system may touch. If data ever needs to move, you see what, why and when it’s cleared before it moves.
Nothing trains a model
Business-grade AI providers contractually barred from training on your data. Least-privilege access, read-only by default.
Client messages stay yours
The system drafts and your team sends, from your own email, so it all stays in your archive. Everything lives in your accounts.
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 another CRM
- 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 a promise of 10x clients. We’d rather fix what’s capping you now
From the people we build for.
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.
Fair questions.
Tell us where onboarding stalls.
Thirty minutes, no charge, no deck. Walk us through your onboarding and we’ll show you which steps need a human and which never did. Or send the form, and Alex or Joe will answer personally.
- If we’re not the right fit, we’ll tell you that too