Scale Package · 📊 Financial Advisor & RIA Automation

Multi-Advisor Enterprise Suite

Enterprise practice ops: AUM reporting dashboard, compliance audit trails, multi-advisor commission splits, client segmentation, and churn detection. For firms with 5 or more advisors or 200+ households.

$2,497
one-time · yours forever · no subscription
Scale Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automations
tested & documented
0
Integrations
pre-mapped for you
0m
Min setup (avg)
guided, per automation
0
Platforms
n8n · Make · Zapier · …

Every integration in this package

10 apps, wired to each other — credentials, field mappings, and connection steps included in your setup guide.

DocuSign
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
QuickBooks
Slack
Stripe
Twilio

The old way vs. the Multi-Advisor Enterprise Suite way

What this package actually changes about your week — in plain language.

The old way
Prospects go cold between calls

A prospect fills a form at 9pm, hears nothing until Thursday — and books with whoever answered first.

With this package
Instant, compliant first response

Every prospect gets an acknowledgment and a booking link within minutes — and lands in Redtail with the source intact.

The old way
Onboarding scattered across email

KYC docs, engagement letters, account forms — chased one attachment at a time, with compliance reading over your shoulder.

With this package
Document flows that sign themselves

E-signature triggers move engagement letters and onboarding packets forward without a single 'just following up' email.

The old way
Activity logging as after-hours work

Notes written from memory at 7pm. Missing touchpoints are a liability, not just untidy.

With this package
A trail that writes itself

Scheduled reporting and automated activity logging keep the record complete — for reviews, audits, and your own memory.

What this package gives you

Every automation here exists to solve a real problem in your financial advisor & ria automation business — here's what you actually get.

Speed-to-lead in minutes

Every prospect gets a personal acknowledgment and booking link within minutes, 24/7.

Compliant onboarding flows

E-signature moves engagement letters and KYC docs forward without compliance gaps.

Automated activity logging

Every touchpoint is recorded automatically — audit-ready without after-hours work.

Quarterly reporting on schedule

Scheduled reports deliver themselves — clients stay informed without manual effort.

Referral tracking

Referral sources are captured and thanked automatically — grow your book through existing clients.

Churn detection

Activity patterns flag at-risk clients before they leave — intervene early.

Inside the package — every automation, described

Each workflow is tested, documented, and delivered with a step-by-step setup guide. Nothing here is a stub or a wishlist — these are the exact automations you receive.

Lead Capture & Instant Response

Intermediate

Webform submission → create/update CRM contact → send instant email + SMS response within 60 seconds. The foundational template used by 6 of 10 verticals.

Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreach
  • Receives form submissions or data via webhook
  • Creates or updates the contact in your CRM
  • Sends an automated email notification
  • Sends an SMS notification
≈ 20 min guided setup4 nodesWebhook · HubSpot · Twilio · Gmail

Lead Scoring & Qualification

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Slack with one-time pricing and no subscription.

Saves ~5-10 hours/week by automating 7 workflow steps
  • Receives form submissions or data via webhook
  • Captures and qualifies leads
  • Evaluates conditions to determine next steps
≈ 45 min guided setup7 nodesWebhook · Code · Slack · HubSpot

Customer Onboarding Sequence

Intermediate

Multi-step onboarding triggered by payment/checkout completion: welcome email, account setup, resource delivery, intro call scheduling, and team notification.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Receives form submissions or data via webhook
  • Processes or retries payment
  • Creates or updates the contact in your CRM
  • Sends an automated email notification
  • Schedules follow-up actions
≈ 45 min guided setup7 nodesWebhook · Code · Slack · HubSpot · Gmail

E-Signature Trigger & Document Flow

Intermediate

Automates document signing workflow: sends document for e-signature, tracks status, triggers follow-up actions upon completion (CRM update, email confirmation, file storage, task creation).

Saves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages document collection or requests
  • Manages electronic signature workflows
  • Triggered by Monitor Signature Status (Poll/Event)
  • Performs: Check if All Signed
≈ 90 min guided setup10 nodesWebhook · Code · Slack · HubSpot · Gmail

Scheduled Stakeholder Reporting

Intermediate

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, HubSpot with one-time pricing and no subscription.

Saves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billingIncreases reviews by 30-50%
  • Runs on a scheduled basis to check for updates
  • Performs: Compute Report Period (start / end)
  • Requests a customer review
  • Generates and sends an invoice
  • Performs: Roll Up Period Totals
≈ 45 min guided setup8 nodesScheduler · Code · HubSpot · Gmail

Payment Dunning & Recovery Sequence

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billing
  • Receives form submissions or data via webhook
  • Generates and sends an invoice
  • Processes or retries payment
  • Sends a payment recovery email
  • Sends an SMS notification
≈ 90 min guided setup10 nodesWebhook · Code · Scheduler · Slack · HubSpot +3

Appointment Reminder Sequence

Intermediate

Multi-channel appointment reminders sent at configurable intervals (24h, 2h, 15min before) via SMS and email. Reduces no-shows by 25-30%.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Upcoming Appointments
  • Evaluates conditions to determine next steps
  • Sends an SMS reminder
  • Sends a reminder email
≈ 90 min guided setup10 nodesScheduler · Filter · HubSpot · Twilio · Gmail

Referral Program Automation

Intermediate

Automates the full referral lifecycle: referral link generation, tracking, commission calculation, reward fulfillment, and referrer/recipient notifications.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages referral program tracking
  • Sends an automated email notification
  • Sends a reward notification when earned
  • Evaluates conditions to determine next steps
≈ 45 min guided setup8 nodesWebhook · Code · HubSpot · Stripe · Gmail

Operations Dashboard & Reporting

Intermediate

Automatically manages your contacts in your CRM and tracks data in Google Sheets. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, Google Sheets with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch All Metrics
  • Manages contact data in your CRM
  • Generates analytics reports
  • Processes or retries payment
≈ 45 min guided setup9 nodesScheduler · Code · Google Sheets · Slack · HubSpot +1

Affiliate/Partner Commission Payout

Intermediate

Calculates and processes commissions for affiliates/partners based on tracked referrals, conversions, and revenue. Handles tiered rates, pending/approved/paid states, and automated payout scheduling.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Approved Commissions
  • Performs: Calculate Totals per Partner
  • Performs: Create Payout Record
  • Processes or retries payment
≈ 45 min guided setup7 nodesScheduler · Code · HubSpot · Stripe · Gmail

Customer Churn Detection & Alerting

Intermediate

Monitors customer activity metrics (usage, logins, ticket sentiment, payment history) and triggers proactive outreach when churn risk exceeds threshold. Critical for subscription businesses.

Saves ~3-7 hours/week on data entrySaves ~2-4 hours/week on scheduling
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Active Customers
  • Performs: Check Usage Metrics
  • Performs: Calculate Churn Risk Score
  • Evaluates conditions to determine next steps
≈ 45 min guided setup7 nodesScheduler · Code · Filter · Slack · HubSpot

Time and money this package gives back

Savings claims come straight from these templates — the same numbers on their data sheets.

Time saved
6-10 hrs/week
No more manually logging activity, chasing documents, or writing follow-ups.
Speed-to-lead
Under 10 minutes
Every prospect gets an instant response — first mover wins the client.
Onboarding speed
2 days → 2 hours
E-sign flows replace email attachment ping-pong.
Client retention
5-15% improvement
Automated touchpoints keep clients engaged and reduce silent churn.
Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreachSaves ~5-10 hours/week by automating 7 workflow stepsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed paymentsSaves ~4-8 hours/week on billingIncreases reviews by 30-50%

Your time, back — worth what you pay yourself

Set the hours Scale takes off your plate every week and your hourly rate. No email required — the math happens right here.

Estimates based on the inputs above — not a guarantee. A conservative view of automation, not a promise.

Saved per year
$10,920
$210/week · $910/month
Pays for itself in
~84 days
$2,497 package ÷ $30/day saved

Exactly what you get

Scale Package — Multi-Advisor Enterprise Suite

11 pre-built workflows as import-ready n8n or Make JSON, an enterprise dashboard, compliance audit trail setup, a dedicated onboarding manager, and 90 days of white-glove support.

$2,497
one-time
11 automations, delivered import-ready with setup guides
10 integrations pre-mapped (DocuSign, Gmail, Google Calendar, Google Drive, +6 more)
90-day warranty — free fixes if it breaks
You own it forever. No subscriptions required.
Delivered within 24 hours of purchase
Secure Stripe checkout · invoices included
Works on all five platforms
n8nimport-ready JSON
Makeimport-ready blueprint
PabblyJSON workflow file
Power AutomateJSON workflow file
Zapierwhite-label guided setup

White-glove support · 24h response SLA

Optional monitoring & cron uptime: $249/mo after purchase (cancel anytime)

AI Layer add-on available at checkout (one-time)

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Starter
$147
1 automation · 6 integrations
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$997
7 automations · 10 integrations
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$2,497
11 automations · 10 integrations

Compare all three packages side by side →

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.

What financial advisor & ria automation teams say

“Speed-to-lead was our weak spot. Now every form fill gets a reply in minutes — we stopped losing prospects to voicemail.”
Greg H. · RIA Principal, Cedar Ridge Wealth
“Onboarding used to eat two days of email. The e-sign flow does it while I'm in meetings.”
Nina P. · Independent Financial Advisor

Frequently asked questions

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.

Ready for the Scale Package?

Prospect follow-up, client onboarding, and compliance-friendly logging for advisors.

$2,497one-time
Get Started Need something custom? Request a Build

Delivered within 24 hours · 90-day warranty · yours forever

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