If your team is rebuilding the same client reports every quarter and reconciling positions by hand, the business is bottlenecked on the wrong work.
Every quarter the team disappears into reports. Performance, allocations, contributions, fees, taxes. Each report rebuilt from scratch in a spreadsheet someone forgot how to update.
Custodian feeds vs portfolio system vs CRM. Mismatches found by eye, fixed by hand, often the same ones every month. A senior person owns this and shouldn't.
Mass emails to thousands of clients with the same fund commentary. The clients who need personalization don't get it. The ones who don't care still get the noise.
You hear about advisors using AI to scale. You also hear about SEC enforcement and rule-making. You need someone who can build inside the guardrails, not someone selling a tool that ignores them.
WHAT YOUR AI HIRE ACTUALLY BUILDS
Your AI hire learns your custodian, your portfolio system, your compliance framework, and your client base. Then they build:
Quarterly performance, allocation, contribution, and fee reports generated from your portfolio system. Branded, personalized, ready for advisor review.
Custodian feeds matched against portfolio system, exceptions flagged, repeating issues fixed at the source. Less month-end fire drill.
Segmented emails with portfolio-specific commentary, tax-loss harvesting context, life-event prompts. Mass distribution, individual feel.
Document collection, ID verification triggers, beneficiary tracking, account paperwork drafting. New clients onboarded in days, not weeks.
Communication archiving, restricted-list checks, trade allocation logs. Audit-ready trails without humans copy-pasting into compliance software.
Each advisor sees their book, AUM trends, at-risk clients, upcoming reviews. One screen instead of five tabs.
THE MATH
You're hiring someone whose job is to make every advisor in your firm more productive without growing headcount linearly.
A US-based AI specialist costs $120,000–$180,000/year. We place vetted talent from Latin America at roughly half that with a recruiting fee that runs for six months and then stops. After that, you just pay their salary.
You pay our recruiting fee monthly across the first six months. Then it stops. You hire and pay the specialist directly at market salary rates the whole time.
Most owners start here.
For 6 months, then it stops. Plus salary, paid directly.
Builds your automations using no-code and low-code tools. Practical, hands-on, ship-this-week kind of work.
WHEN IT GETS COMPLEX
For custom builds.
For 6 months, then it stops. Plus salary, paid directly.
A trained developer certified in AI. Builds custom integrations, internal tools, and systems that go beyond what no-code can do.
For the month of this month, get your first search absolutely free — no deposit required. Click Get AI. It takes 3 minutes.
We learn your business, your bottleneck, and exactly what you need. No homework, no decks. Just a conversation.
Within 21 days. Pre-screened against real AI tasks, not resume keywords. You interview and pick the one you like.
If it's not a fit for any reason in the first 6 months, we replace them free. You keep everything they build.
The $500 deposit tells us you're serious so we put our best people on your search.This month only, your first search is on us. Here's our promise:
The only way you lose money is if we do our job perfectly, and then you hire someone great.
Read these. Then tell us we're wrong.
NOT READY FOR A CALL?
The working guide we wrote for $2M+ owners. Frameworks, templates, and where AI actually pays off.
21 days from now you could have a vetted AI specialist running your operations layer so your advisors can do the work clients actually pay for. Put down a refundable $500 and let's find your person. For the month of this month, get your first search absolutely free.