S01
Client Review Automation
Runs the entire annual client review cycle, from spotting who is due to the survey after the meeting.
- Salesforce
- Microsoft 365
- Zapier
What changes
Without it
A report takes half a day because the data lives in three places.
With it
SDT builds reports from the systems you already run. Salesforce reports, Excel reporting and management dashboards arrive on a schedule.
Automations in this system
-
Portfolio Positions Reporting
Generates updated reports of client positions, performance, and allocation from approved data sources such as Albridge or other custodian feeds. Advisors review accurate portfolio data without manually building reports before each meeting.
-
Advisor Operations Dashboard
Management sees outstanding tasks, client activity and workflow bottlenecks without chasing anyone for a status. The dashboard combines CRM and operational data into one report, so what is overdue, stalled or missing is visible on a schedule rather than discovered in a meeting.
Built with
- Albridge
- Custodian feeds
- CRM
Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Related service: Reporting and Business Intelligence.
Related systems
S04
Case Creation Portal
Create client and inter-office cases in seconds.
- Salesforce
- Custom web interface
S05
Email-to-Task with AI Duplicate Detection
Every emailed request becomes a task, and nothing gets duplicated.
- Salesforce
- AI
- Zapier
Want to see what we'd automate
first in your practice?
Start with a CRM and operations audit, or bring the one process that slows your office down.