We ran out of hours. So we built the House.
We automate prospecting, client onboarding and client servicing around the CRM, custodian and planning tools you already use. Built by a founder who needed it first.
- ✓Lead qualifiedProspecting
- ✓Meeting confirmed, prep sentProspecting
- ✓Fact finder completedProspecting
- Onboarding documents out for signatureOnboarding
- First review meeting bookedServicing
- Meeting prep, notes and tasksServicing
Our Partners
Keep your tools. Lose the busywork between them.
AI conforms to how your firm runs, not the other way round. We connect what you already pay for and automate the hand-offs your team does by hand.
Your stack
The tools we connect, working together instead of side by side.
The automations
From first click to the next review meeting, grouped by client stage.
Lead qualification form
Qualify leads before they hit your calendar.
Prospecting automation
Confirmations, reminders, prep materials and CRM sync.
Digital fact finders
Self-serve data gathering, so you have what you need to close.
Client onboarding
Documents created and sent for signature automatically, so you can start on the complex work.
Meeting booking
Booking reminders to who you want, when you want.
Meeting prep
Knows when a client books and what you need to prepare.
Post-meeting notes and tasks
A relevant follow-up, and to-dos your team completes on time.
How we work
Built for your firm, then improved every month.
We learn your firm
A discovery call maps your workflows and your stack.
We build
Custom automations, compliant from the start.
We listen
Your team's feedback shapes each change.
We improve and scale
Hosting, monitoring and fixes, every month.
Pricing
Scoped on a discovery call.
Custom automations
Prospecting, onboarding and servicing, built to your workflows and technology.
Automations management
Hosting, monitoring, bug fixes and active improvement, every month.
Automations we've built for advisory firms.
An AI partner under your roof.
Since 2021 we've helped run a niche advisor coaching program and served hundreds more through the Global Financial Planning Institute. We're founders too: marketing, sales, onboarding and meetings were each a full-time job.
Generic software didn't fit how we run ours, so we built our own. Service OS is that system, built for your firm, with a partner listening to your feedback.
What you may be thinking
What is AI automation?
Workflow automation with AI tools. Most wealthtech APIs are closed, so we use proven AI tools and make your CRM the central hub that connects them.
How do you keep AI automation within the rules?
It depends on the tools you use and the guardrails you put around them. We build with clear limits on what each automation can see, store and send, and keep client data in the systems you already approve.
Can AI automate repetitive tasks?
Absolutely. Some linear processes don't need AI at all, but if a workflow requires you to analyze information, make a decision and take an action, an AI agent may be able to help.
Should my RIA use AI automation?
If you're a small RIA looking to grow and scale with the least overhead possible, you're a strong candidate.
Can my current tech stack be integrated?
Wealthtech APIs are fragmented, which makes direct integrations hard. The practical answer is a hub-and-spoke model: your CRM is the central hub, and each tool connects through it.
Who manages the automations after they are built?
You own the automations we build specifically for your firm, and House of Work can manage them for you after they're built.
What does the $750/month cover?
Hosting, monitoring, bug fixes, skill updates and active improvement. We make your automations better every month based on your feedback and what we learn across every client we manage.
The latest on AI automation for advisors.
Tell us what you'd automate. Then pick a time.
A 30-minute call to map your workflows, your stack and what we'd automate first.
