Fluent in the full advisor tech stack.
20+ platforms, deep configuration knowledge, and hands-on automation experience across every major CRM, planning tool, and integration layer that financial advisors use.
What we do in each platform.
We don't just connect to these tools — we configure them, automate within them, and integrate them into a unified operations layer for your practice.
Redtail CRM
Full platform configuration — workflows, activity types, categories, client categories, custom fields, and integrations. We build client lifecycle processes and automate recurring tasks directly inside Redtail.
Salesforce
Custom object setup, workflow rules, process builders, Flow automation, and financial-services-specific configuration. We build Salesforce around the way advisor practices actually operate.
eMoney Advisor
Client onboarding flows, adoption outreach campaigns, account data integration via custom feeds, and review packet generation from eMoney planning data. We also connect live account positions into eMoney via custom development.
Power Automate & Zapier
The automation layer that connects everything. We build compliant workflows in both platforms — automating CRM updates, email sequences, task creation, data syncing, and multi-system processes that run without manual intervention.
GReminders
Scheduling automation integrated with your CRM — automated appointment reminders, confirmation workflows, and calendar-based task triggers that reduce no-shows and keep advisors' calendars running smoothly.
MyRepChat & SmartOffice
Compliant texting configuration through MyRepChat integrated with CRM records, and SmartOffice setup and workflow management for firms that run on that platform. All communications are configured within broker-dealer archiving requirements.
Albridge & Orion
Portfolio data extraction, positions reporting, and performance reporting drawn from Albridge Wealth Reporting and Orion — used to generate review packets and populate planning tools with accurate, up-to-date account data.
Egnyte, OnceHub & Holistiplan
Document management workflows in Egnyte, scheduling page configuration in OnceHub, and Holistiplan setup for tax planning integration — all connected to the broader operations system we build for your practice.
Already using some of these platforms?
We start with a discovery session to see how you're currently using your tech stack and where deeper configuration or automation would have the most impact.