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Financial Advisor
Client onboarding, reporting, compliance, and billing
| Feature | Starter $497$147 + AI Layer +$197 one-time • own forever | Most Popular Growth $997 + AI Layer +$197 one-time • own forever | Scale $2,497 + AI Layer +$197 one-time • own forever |
|---|---|---|---|
| Automations included | 3 | 7 | 11 |
| Apps integrated | 7 apps | 10 apps | 10 apps |
| Onboarding | ✓ | ✓ | ✓ |
| Appointment Reminder | ✓ | ✓ | ✓ |
| Dunning | ✓ | ✓ | ✓ |
| Lead Capture | — | ✓ | ✓ |
| E-Sign Trigger | — | ✓ | ✓ |
| Reporting | — | ✓ | ✓ |
| Referral | — | ✓ | ✓ |
| Lead Scoring | — | — | ✓ |
| Dashboard | — | — | ✓ |
| Commission Payout | — | — | ✓ |
| Churn Detection | — | — | ✓ |
| Get Starter Delivered in 7 days | Get Growth Delivered in 7 days | Get Scale Delivered in 7 days |
Automation Details
Starter — $497 $147 (3 automations)
Onboarding
Trigger: New payment received
Flow: Payment → welcome email + SMS → HubSpot deal stage update → Slack notification
Data: Client name, email, phone, payment amount → welcome message → CRM updated → team alerted
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email → reminders sent at intervals
Dunning
Trigger: Failed payment
Flow: Failed payment → retry → email + SMS → Slack alert
Data: Client name, payment amount, retry count → alert message → retry attempted
Growth — $997 (7 automations)
Onboarding
Trigger: New payment received
Flow: Payment → welcome email + SMS → HubSpot deal stage update → Slack notification
Data: Client name, email, phone, payment amount → welcome message → CRM updated → team alerted
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email → reminders sent at intervals
Dunning
Trigger: Failed payment
Flow: Failed payment → retry → email + SMS → Slack alert
Data: Client name, payment amount, retry count → alert message → retry attempted
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, investment interest → HubSpot contact → reply sent
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, completion time → Drive folder → CRM deal stage updated
Reporting
Trigger: Weekly cron
Flow: Weekly metrics → HTML report → email
Data: Revenue, new clients, AUM, retention → HTML report → email sent
Referral
Trigger: Referral conversion detected
Flow: Referral converts → reward payout → CRM update
Data: Referrer name, new client name, reward amount → payout processed → CRM updated
Scale — $2,497 (11 automations)
Onboarding
Trigger: New payment received
Flow: Payment → welcome email + SMS → HubSpot deal stage update → Slack notification
Data: Client name, email, phone, payment amount → welcome message → CRM updated → team alerted
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email → reminders sent at intervals
Dunning
Trigger: Failed payment
Flow: Failed payment → retry → email + SMS → Slack alert
Data: Client name, payment amount, retry count → alert message → retry attempted
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, investment interest → HubSpot contact → reply sent
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, completion time → Drive folder → CRM deal stage updated
Reporting
Trigger: Weekly cron
Flow: Weekly metrics → HTML report → email
Data: Revenue, new clients, AUM, retention → HTML report → email sent
Referral
Trigger: Referral conversion detected
Flow: Referral converts → reward payout → CRM update
Data: Referrer name, new client name, reward amount → payout processed → CRM updated
Lead Scoring
Trigger: Lead activity detected
Flow: Activity → score update in HubSpot → priority routing
Data: Lead name, activity type, frequency → score updated → priority assigned
Dashboard
Trigger: Daily cron
Flow: Metrics → Google Sheet + Slack summary
Data: Leads, AUM, revenue, retention rate → Sheet row + Slack message
Commission Payout
Trigger: Weekly cron
Flow: Calculate splits → process payout → notify advisor
Data: Advisor name, clients managed, revenue → payout amount → Slack notification
Churn Detection
Trigger: Cron daily
Flow: Analyze engagement patterns → flag at-risk clients → Slack alert
Data: Client name, last meeting, engagement score, AUM → churn risk score → alert
Need changes? We'll customize any package for your exact needs.
Starting at $197 for modifications — from simple tweaks to full rewrites.
Included: 90-Day Warranty
If your automation breaks within 90 days of delivery, we fix it free. After that, use Fix on Demand — pay only when something breaks.
How It Works
1
Install
Connect your intake forms, calendar, and document management tools.
2
Configure
Set up KYC workflows, compliance tracking, and report delivery schedules.
3
Test
Run a mock client onboarding to verify document collection and scheduling.
4
Go Live
Onboard clients faster while staying compliant automatically.
Frequently Asked Questions — Financial Advisor
How does KYC document collection work?▼
New clients receive an automated checklist of required documents. The system tracks submissions, sends reminders, and alerts you when onboarding is complete.
Is this compliant with financial regulations?▼
Yes. All data is encrypted at rest and in transit. The system supports audit logging and document retention policies required by SEC and FINRA.
Can I send quarterly reports automatically?▼
Yes. Connect your reporting tool and the system will generate, personalize, and deliver reports on your schedule.
Does it work with my CRM?▼
We integrate with Redtail, Wealthbox, Salesforce, and more. Custom custodian integrations are available on the Scale plan.
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