Starter Package · 📊 Financial Advisor & RIA Automation

Advisor Practice Starter

Lead capture with an instant logged response, appointment scheduling, and billing reminders for solo advisors managing 30 to 80 households. Every inquiry lands in your CRM without you touching it.

$497$147
one-time · yours forever · no subscription
Starter Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automation
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

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

Gmail
Google Calendar
HubSpot CRM
Slack
Stripe
Twilio

The old way vs. the Advisor Practice Starter 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.

Financial Advisor Client Intake with Redtail CRM

Intermediate

Automatically captures data from your forms or website and sends automated email responses and sends text message notifications. Streamlines manages document signatures.

Saves ~1-3 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
  • Checks compliance requirements
  • Performs: Create Financial Plan Task
  • Onboards new customers or members
≈ 45 min guided setup7 nodesWebhook · HTTP Request · DocuSign · Twilio · Gmail

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 ~1-3 hours/week on manual emailsImproves response rates with multi-channel outreach

Your time, back — worth what you pay yourself

Set the hours Starter 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
~5 days
$147 package ÷ $30/day saved

Exactly what you get

Starter Package — Advisor Practice Starter

1 pre-built workflow as import-ready n8n or Make JSON, a setup guide, and a credential checklist for your CRM, Gmail, and calendar.

$147
$497
one-time
1 automation, delivered import-ready with setup guides
6 integrations pre-mapped (Gmail, Google Calendar, HubSpot CRM, Slack, +2 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

Email support · 72h response SLA

Optional monitoring & cron uptime: $79/mo after purchase (cancel anytime)

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

Get Starter — $147 Customize
StarterYou're viewing
$147
1 automation · 6 integrations
Growth
$997
7 automations · 10 integrations
View Growth →
Scale
$2,497
11 automations · 10 integrations
View Scale →

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 Starter Package?

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

$497$147one-time
Get Started Need something custom? Request a Build

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

Explore other industries
🛡️Insurance Agency⚖️Legal Practice🏡Real Estate