What does Solution Driven Technology do?
Solution Driven Technology is the outsourced technology and operations department for financial advisory firms. It automates workflows, configures and administers Salesforce, Redtail and SmartOffice, cleans data, builds reports, connects systems, runs Microsoft 365 and IT, and builds the technology behind client outreach, on the platforms 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.
What CRMs and platforms do you work with?
SDT works in Salesforce, Redtail, SmartOffice, Microsoft 365, SharePoint, Teams, Excel, Power Automate, Zapier, Office Scripts, eMoney, MyRepChat, Mailchimp, Calendly, GReminders, Egnyte, Albridge and Holistiplan. Automation is built on whichever platform your firm's compliance has approved; Power Automate and Zapier are two examples, not the limit. Where two systems have no built-in link, SDT builds one.
Are your solutions broker-dealer compliant?
Yes. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs. Nothing goes live before that review.
Do you only work with financial advisors?
Financial advisory firms are our primary focus. We also handle the IT an advisory practice needs: networks, phone systems and custom installations. We take on other businesses too, on prepaid block time.
Do you only work with advisors in New Jersey?
We are based in North New Jersey and serve financial advisors and firms nationwide. Software engagements run fully remote. That includes CRM work, automation, data cleansing, and custom apps. On-site IT and infrastructure work is available for practices in North New Jersey and the surrounding region.
How do engagements work?
Most engagements begin with a CRM and operations audit: a review of your CRM data quality, manual processes, systems that do not talk to each other, reporting gaps, and whether current tools would clear your firm's compliance review. You receive a written findings report and a prioritized list of fixes. Then the work is built and goes through your firm's compliance review before it goes live.
How long does a typical engagement take?
Timeline depends on scope. A targeted workflow automation or CRM data cleanup can be completed in a few weeks. A full operations buildout covering CRM configuration, automation, data cleansing, and custom tools typically runs over several months, with ongoing optimization afterward. We scope each engagement clearly upfront so there are no timeline surprises.
What does the CRM and operations audit involve?
The audit reviews your CRM data quality: duplicates, blank fields your firm requires, household and contact relationships, and invalid emails, phones and addresses. It also looks at manual processes that could be automated, systems that do not talk to each other, reporting gaps, and whether current tools and workflows would clear your firm's compliance review. You receive a written findings report and a prioritized list of fixes.
Who founded Solution Driven Technology?
Jason Roberts is the founder and owner of Solution Driven Technology. He has more than 30 years of experience in this kind of technology work. He built the firm to help financial advisory firms run more efficiently.
Which platform is an automation built on?
SDT builds automation on whichever platform your firm's compliance has approved. Power Automate and Zapier are two examples, not the limit. One advisor automation was rebuilt from Zapier into Power Automate to meet one firm's requirement. It passed that firm's compliance review.
Who does the work, and who do we reach afterward?
The person who designs your process is the person who builds it, and the one who answers the phone afterward.
Still have questions?
Book a call and we will walk through your practice, platforms and goals.