Custom Pricing
AI Automation For
Financial Advisors
Modernize your financial advisory practice with custom AI automation that handles your routine, so you can focus on what truly matters: your clients.
Our Partners
Custom Ai Automation for RIAs and IFAs
Enable Your
Advisors & Technology.
Advisors & Technology.
Everyone wants more clients but that often means more complexity, stretching your team thin and risking the quality of service that defines your firm.
AI is reshaping how modern advisory firms operate, and we help you harness it with custom-built systems tailored to your specific firm processes. Through advisory, implementation, and continuous refinement, we ensure AI conforms to how your firm operates, not the other way around.
Our solutions augment your existing team, handling the repetitive, time-consuming tasks that create operational drag. This isn't about replacing human insight; it's about amplifying it, creating the leverage you need to serve more clients with excellence.
CRM
Salesforce / XLR8
Redtail
Wealthbox
Plus more
Custodian
Schwab
Altruist
Fidelity
Plus more
Portfolio & Planning
Right Capital
eMoney
MoneyGuide
Plus more
Productivity
Zoom & Calendly
Microsoft OneDrive
Google Workspace
Plus more
Marketing
ActiveCampaign
Mailchimp
Webflow
Plus more
AI Solutions for Your Firm
augment Your Advisory Practice.
Pricing
Simple, Transparent Pricing.
Custom AI Automations
Prospecting, client onboarding, and servicing. We build AI automations custom to your firm's workflows and technology.
Get a Demo
Automations Management
Hosting, monitoring, bug fixes, skill updates, and active improvement. We make your automations better every month based on your feedback AND lessons from every other clients we manage.
Starting at
$750
/month
What you may be thinking:
What is AI automation?
AI automation is workflow automation with AI tools. Most wealth tech APIs are closed so we utilize preexisting AI tools and use your CRM as the centralized hub when connecting non wealth tech AI tools.
Is AI automation compliant?
How compliant your automated workflows are depends on the AI tools you use and what gaurdrails you have in place. Our Compliance AI agent is trained on FINRA 2210, SEC 482, and the SEC Modernized Marketing Rule.
Can AI automate repetitive tasks?
Absolutely. Some linear processes may not need AI but if a workflow requires you to analyze information, make a decision and perform an action then an AI agent may be able to help.
Should my RIA use AI automation?
If you are a small RIA looking to grow and scale with the least amount of overhead possible then you are a perfect candidate for AI automation.
Can my current tech stack be integrated?
A major hurdle for automation in financial services is the fragmented and often closed nature of the wealthtech stack. Many essential tools, from portfolio management systems to financial planning software, offer limited or closed application programming interfaces (APIs). This makes creating seamless, end-to-end automations difficult. The practical solution is to use your CRM as the central orchestration hub in a "hub-and-spoke" model.
Who manages the automations after they are built?
You own any automations created specifically for your firm and House of Work can manage the automations after they are built.
What does the $750/mo cover?
Hosting, monitoring, bug fixes, skill updates, and active improvement. We make your automations better every month based on your feedback AND lessons from every other clients we manage.
What you may be thinking:
