Free 4-System Teardown · RIAs at $50M–$300M AUM
Find the 10+ hours a month
your firm loses to software.
We tear down the four systems your RIA runs on: CRM, portfolio, planning and billing. Then we show you where the hours go, and which ones are worth taking back.
- Free 60-minute teardown
- Findings in 3 days
27 firms booked a teardown in the last 30 days 3 firms partnered with us
The work that shouldn't be manual
None of this is a technology problem. It's a plumbing problem.
Before
- One client detail, typed into three systems
- Quarter-end fee runs that take four days
- Meeting notes that never reach the CRM
- Onboarding that lives in someone's head
- Licences renewing for seats nobody opens
After
- Typed once, in step everywhere
- Quarter-end in hours, not days
- Notes filed before you leave the call
- Onboarding that runs itself
- Only the seats you use
The PortfolioAI 4-System Teardown™
Others ask how your process works. We follow one client record and watch where it breaks.
- 01CRM
-
CRM → Portfolio
An address updated in one place, still stale in the other three.
- 02Portfolio
-
Portfolio → Planning
One field won't map, so the quarterly pack gets rebuilt by hand.
- 03Planning
-
Planning → Billing
A fee schedule living in a spreadsheet the billing tool can't express.
- 04Billing
It's the same short list in almost every firm. We'll name most of yours in ten minutes. The call is about what's worth fixing first. At $75 a loaded hour, 10 hours a month back is about $9,000 a year.
Then we fix them
-
1
Audit
Every field, workflow and seat.
-
2
Optimize
Duplicates merged, dead fields retired.
-
3
Integrate
One change lands in all four systems.
-
4
Automate
Onboarding, notes and review prep, hands-off.
-
5
Support
We stay on after go-live.
Where no vendor tool fits, we build one. On compliance we build the workflow; your CCO owns the policy. We give no regulatory advice.
Your free 4-System Teardown
One call on your systems. Written map in your inbox three days later.
- 1Pick a timeOne minute, no forms
- 2We look togetherNo prep, nothing to install
- 3The map arrivesThree days later
What you get
- 4-System Teardown: where your systems overlap and leak
- Hours-Back Estimate: hours removed, annualised
- Vendor Spend Review: what you pay for and don't use
- AI Fit Assessment: what AI should touch, and shouldn't
- 90-Day Sequence: what to fix first, second, third
Consultancies charge $3,000–$5,000 for a review like this Free
Our guarantee. If we can't find 10 hours a month worth removing, we'll say so on the call and send you the map anyway. No pitch, and no follow-up sequence.
We're new, and we won't paper over it with invented testimonials. We publish the method in full, name every system we work in, and state our price. On the call you'll get findings specific to your stack in the first ten minutes.
Places are limited each month · Prefer email? hello@portfolioai.us
Two from finance. Two who ship software.
You meet the people who do the work.
Who this isn't for
- Under $50M AUM
- Wanting a CRM chatbot
- Replacing your whole stack
- No vendor commissions
- RIAs only
- Technology-agnostic
- Fixed price, no retainers
Nothing reaches a client without you
With high-net-worth clients a mistake is expensive, so a tool that is nearly right is worse than no tool. Two rules follow.
Everything is drafted and queued for your review. Nothing is sent on your behalf, ever, and every figure links back to its source.
We work inside your environment, under your controls, with least-privilege access that ends when the engagement does.
The full detail: access, encryption, retention, vendors
- Access controls
- Named individuals only, scoped to the engagement.
- Authentication
- Your identity provider and MFA. Never shared logins.
- Encryption
- TLS in transit; platform encryption at rest.
- Integrations
- Documented vendor APIs, minimum permissions. No scraping.
- Data retention
- Notes and configuration, not client data. Deleted on request.
- Vendor access
- Every third-party tool named and agreed in writing first.
- Sequencing
- Internal workflows first, where a mistake is cheap.
We hold no SOC 2, ISO 27001 or other certification, and we won't imply otherwise. If your firm requires one, say so on the call.
We build this software ourselves
We didn't arrive at RIA plumbing from a consulting deck. We built our own AI-native CRM for RIAs, so records, notes and follow-up that keep themselves current is work we have already shipped, not a theory we will test on your firm.
Before you book
Do you replace our existing CRM?
Usually not. Most engagements make the CRM you already own work properly. We only suggest a change when the current tool genuinely can't do the job, and we'll show you why.
Which platforms do you work in?
Redtail, Wealthbox, Salesforce, Practifi, Orion, Addepar, Black Diamond, Tamarac, eMoney, MoneyGuidePro, RightCapital, AdvicePay. Anything else with a documented API works too.
How much does it cost?
The audit is free. Paid work starts at $9,500 for one workflow, fixed price, 30 days. Most first engagements land between $9,500 and $35,000. No hourly billing.
What if the implementation doesn't work?
We agree what “working” means in writing first. If the first workflow isn't live within 30 days, you don't pay for that month.
How do you handle client data?
It stays in your systems, under your controls. Nothing client-identifying needs to leave your environment for an audit.
Do you work with smaller firms?
Our range is roughly $50M to $300M AUM. Below that the savings rarely cover the work, and we'll say so.
Can I see your CRM instead?
It opens to a few firms at a time and there's a list: join the waiting list. Most firms are better served by the teardown first, because it usually turns out the CRM you own can do the job once it's plumbed properly.
Find out where your firm is losing money and time.
You'll leave knowing what's worth fixing, and what it's worth in hours.
60 minutes, free. No card.