The Back Office, Fully Staffed.
The Operator is a worker you hire, not software you buy. This is its advisory head start: a starting point already shaped around client service and operations, so you are not building from a blank page. You make it yours from there.
Start the conversationThe Seat The Market Won't Fill.
The advisor you would hire is not on the market. The profession is short of next-generation talent and headed shorter, the competition for it reaches all the way down to paraplanners, and the fight squeezes the margins of smaller firms hardest. The service work does not wait: the reviews still have to be scheduled, the paperwork still has to be chased, the CRM still has to be current.
An Operator fills that seat now. It runs client service at full speed, all the time, and what it learns about how your firm runs, your households, your cadence, your voice, stays with the firm instead of leaving with the person who had it.
What The Pack Starts You With.
You do not start from a blank page. The advisory pack comes shaped around the work a client-service associate runs, as starting templates we configure with you:
Onboarding and accounts
The new-client paperwork relayed, the not-in-good-order item chased, the account-maintenance paperwork routed for the change a household requests.
The money line
A money-movement request gathered and routed to a verified person, and any banking or transfer instruction caught and held for that person to act on.
Reviews and reminders
The annual review scheduled, the meeting prep assembled from your materials, the firm-tracked action surfaced, the documents a household owes chased.
Status and proactive
The routine client status question answered, the billing-fee follow-up drafted, inbound routed to the right desk, the internal digest assembled.
These plug into your CRM and your email and calendar. The templates are the head start. How they run is yours to shape.
From The Start.
Before it starts, we sit down with you and the people who run client service, and we shape the templates around how your firm actually operates, so it begins ready, not green.
From there the work moves the way it always did. It schedules the client review and preps the meeting, chases the paperwork a household owes, runs the RMD and annual-review cadence so nothing is late, and keeps the CRM current instead of living on sticky notes. The routine client back-and-forth it handles in your voice. It is all logged in your CRM as it happens, and it keeps getting sharper from your team's corrections.
Yours To Shape.
We are not the experts in how your firm runs. You are. So the pack is a starting point in three parts, and the third is the biggest.
Pre-built
The starting templates above, shaped around a client-service and operations desk and ready to configure. You are not building from a blank page.
Connected to your stack
Wired into your own accounts: your CRM, your email and calendar, your documents. It works inside the tools you already run.
Yours to shape
Your voice, your households and cadence, the way you run a review, and where the line sits. You decide what runs on its own and what waits for a person. You are the expert in your firm; you shape it from there.
The Line.
The Operator runs client service. The advice, the planning, the fiduciary call, those stay with you. Not because the software could not do the math, but because the advice carries your license and your duty to the client, and an unlicensed associate could not give it either.
Some lines are not settings anyone can move. The Operator does connective work only; it never makes a recommendation or gives an opinion on a holding, an allocation, or a product. It never moves money: it gathers a money-movement request and routes it to a verified person, and any banking or transfer instruction is caught and held for that person to act on. Client non-public information stays inside your firm surfaces, every communication is retained where it can be archived, and review and testimonial asks follow the marketing rule. Every action it takes is logged where you can see it.
Beyond those floors, you govern where the line sits, and you can move it as you learn what the Operator is good at. Your client files stay private, including from us. The Operator works in your firm's own walled-off environment, on your own accounts. We can see that it is running and the record of what it did, but the contents of your households and messages stay yours, and so do the configuration, the logs, and the off switch.
Where It Fits.
A few shapes the seat can take. We build it around how your firm runs, so these are starting points, not a menu.
Reviews and meetings
The annual review that has to be scheduled, the meeting that has to be prepped. The Operator books the review, assembles the prep from the CRM, and confirms with the household. The advice in the meeting is yours.
Paperwork and the CRM
The forms a household owes, the notes that end up on sticky notes and spreadsheets. The Operator chases the paperwork and keeps the CRM current, so the record is one place and not three. It never moves money.
The cadence
RMDs, annual reviews, the touches a household is due. The Operator runs the cadence and surfaces what is coming, so the service that keeps clients does not depend on someone remembering.
Start The Conversation.
It starts with a conversation. We learn how your firm runs, find the client-service and operations work that is eating your team's time, and start from the pack, customizing it to your firm. If it is not a fit, we will tell you.
Pricing is a flat monthly subscription, scoped to the seat we build together, and we walk through it before any setup begins.
Start the conversation