Advisor and Firm Operations
Automation, CRM configuration and administration, data cleanup, book migrations, client engagement and reporting.
Advisor and Firm OperationsWe handle the back office.
You handle your clients.
Your CRM, automation, data, IT and client outreach, run by a team that knows how advisors and firms operate and works within your compliance requirements.
Trusted by financial advisors & firms nationwide
Sound familiar?
Six things we hear in advisory offices.
Someone still opens households one at a time to see what's missing.
SDT checks every household in Salesforce at once and reports only the records that need attention. One office ran it first. Other offices of that firm then asked for it.
Data Cleansing and ValidationReviews get scheduled when someone remembers.
SDT's review system finds every client due, contacts them, follows up and creates the staff task in the CRM. Nobody has to remember.
Client Engagement AutomationYour CRM and your texting platform don't talk to each other.
SDT connects your CRM to the texting, scheduling and marketing platforms your firm already uses. A change in one place reaches the others.
System IntegrationA report takes half a day because the data lives in three places.
SDT builds reports from the systems you already run. Salesforce reports, Excel reporting and management dashboards arrive on a schedule.
Reporting and Business IntelligenceEvery new automation idea stalls at compliance.
SDT builds on whichever platform your firm's compliance has approved. One advisor automation was rebuilt from Zapier into Power Automate, two automation tools, because that advisor's firm required it. It passed the firm's review.
Compliance-Reviewed AutomationNobody owns the IT until something breaks.
SDT runs IT end to end: Microsoft 365, the network and phones, the servers, and the custom software. Software work is done remotely for firms anywhere. On-site IT covers North New Jersey.
IT and TechnologyWhat we do
IT and Technology
Microsoft 365 and SharePoint, system integration, IT infrastructure, server cleanup and consolidation, custom software, and websites and AI chatbots.
IT and TechnologyMarketing and Client Outreach
Campaigns and newsletters sent to lists drawn from your CRM, milestone and review campaigns, and client appreciation events produced end to end.
Marketing and Client OutreachWe do it once and we do it right.
Anyone can install the software. An IT company sets up Microsoft 365, and a Salesforce consultant configures Salesforce. SDT starts from how your practice runs.
We look at how a review gets scheduled, where staff retype the same data, and where follow-up stops. Then we redesign the process and build the technology to carry it. The person who designs your process is the person who builds it, and the one who answers the phone afterward.
Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
We automate workflows and connect systems to return hours to the people who run the practice. That time goes back to clients.
30+
Years of Jason Roberts's experience
20+
Platforms We Work With
100%
Compliance-Aligned
1:1
Direct Partner Access
5-10+
Hours saved per advisor, every week
Solutions we've built
Three systems SDT has built for advisory firms.
Automated Client Review Scheduling
The system contacts every client it finds due for a review. It texts and emails, follows up, creates the CRM task and tracks each one to the booked meeting.
Automated Data Quality Monitoring
Gaps in the CRM reach the right person without anyone running a report. The monitor finds missing or incomplete CRM information and routes each gap to whoever owns the fix.
Household Data Review
Nobody checks households one at a time. The review covers every household in Salesforce for missing email, phone, address, relationships, ownership and servicing fields, and reports only the records that need attention.
In their own words
You know the data is messy. You just don't know where.
We go through your CRM, your processes and how your systems connect, then hand you a written report: what needs fixing, and what to fix first.