Free Advisor Automation Assessment

Where is admin slowing your practice down?

Tell us how your practice runs today, from inbox and scheduling to CRM updates and meeting prep. We'll review your answers and reply with a custom plan showing what can be automated first.

✓ Free, no obligation
✓ About 5 minutes
✓ Custom automation plan
✓ Kept private

Compliance-friendly from day one: we never need client account credentials to get started, and sensitive actions always wait for your approval.

About you

Your name

Firm name

Work email

Phone (optional)

Your role

Firm size

Question 1 of 5

What are your biggest pain points today?

Check all that apply.

Question 2 of 5

Which tasks are done manually right now?

Manual tasks

Hours per week your team spends on admin

Question 3 of 5

What tools do you use?

CRM (e.g., Redtail, Wealthbox, Salesforce)

Custodian (e.g., Schwab, Fidelity, Pershing)

Planning software (e.g., eMoney, MoneyGuidePro)

Calendar / email (e.g., Outlook, Google)

Other tools

Question 4 of 5

What would you most like to improve?

Your answer

Question 5 of 5

What's your goal for this integration?

What would success look like in 3 months?

Timeline

Your answers stay private. We only use them to prepare your plan and contact you about it, and we never sell or share your information.

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