Financial Advisory Firm Replaces 5 SaaS Tools with One Custom Platform
Key Results
70%
Software Cost Reduction
3 days
Client Onboarding
+25%
Advisor Productivity
$50K+
Annual Savings
The Challenge
This 8-advisor wealth management firm was paying over $6,000/month for a patchwork of disconnected tools: a CRM, a client portal, a document vault, a scheduling tool, and a reporting dashboard. Advisors were logging into 4-5 different systems daily. Client data was scattered across platforms, leading to inconsistent records and compliance headaches. The onboarding process for new clients took 2+ weeks of back-and-forth emails.
Our Solution
We designed and built a custom client management platform that consolidated all five tools into one unified system. The platform includes a branded client portal with secure document sharing, integrated scheduling with automated reminders, a centralized client dashboard with portfolio summaries, automated onboarding workflows with e-signature integration, compliance-ready audit trails and activity logging, and a mobile-friendly interface for advisors on the go.
Detailed Results
70%
Software Cost Reduction
Monthly SaaS spend dropped from $6K to $1.8K
3 days
Client Onboarding
Reduced from 2+ weeks to 3 days average
+25%
Advisor Productivity
More time spent with clients, less on admin
$50K+
Annual Savings
Combined software and time cost savings
“Our advisors used to spend the first hour of every day just logging into different systems and reconciling data. Now everything is in one place. Our clients love the portal, and our team is spending more time actually advising.”
Services Provided
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