I will do wealthbox investglass redtail tamarac pegasystems backbase envestnet equisoft

Unify Your Wealth Management, Advisor CRM & FinTech Operations

Are disconnected client portfolios, manual compliance onboarding, and fragmented wealth databases slowing down your advisory firm? I specialize in building unified operational systems across Wealthbox, InvestGlass, Redtail, Tamarac, Pegasystems, Backbase, Envestnet, and Equisoft.

Let me help you simplify and supercharge your practice! I help wealth managers, RIAs, and financial institutions streamline client lifecycles, automate compliance handoffs, and eliminate double data entry across all your platforms.

What You Will Get:

• End-to-End Account Setup & Platform Configuration
• Client Intake & Digital Onboarding Funnels
• Multi-Stage Opportunity & Advisory Pipelines
• Portfolio Accounting & Custodian Data Sync
• Automated Meeting Prep & Follow-Up Tasks
• Real-Time Cross-Platform Contact Sync
• KYC & Compliance Review Handoff Rules
• Client Portal & Household Grouping Setup
• Speed-to-Inquiry Notification Triggers
• Customer Database Cleansing & List Import
• Webhook & Middleware Integrations (Zapier/Make)
• Team Roles, Permissions & Security Access
• Centralized AUM Reporting & Pipeline Dashboards

Message me now to get started