You didn't leave the wirehouse
to become an admin.
You left to run your own book. Twelve months in, you're the one chasing custodian forms, fixing reports that don't reconcile, copying numbers from Orion into Wealthbox into eMoney, and stitching together the quarterly packet by hand at 9pm.
That's what happens when you're 1-3 advisors with no ops team. The tools you picked are fine. The seams between them are the problem.
Your first build with us is the operating layer that sits over your custodian, PMS, CRM, and planning tool, plus the AI employees we'll build from your back-office SOPs to run them end to end. Fixed-price builds. Four weeks for the first one. Operated by us afterward.
Who this is for
You're 1-3 advisors who left Morgan Stanley, Merrill, UBS, Wells, or Edward Jones in the last 18 months. You took $50M to $500M of client AUM with you. You don't have an IT team. You don't have a COO. The COO is you, and you're putting in 30+ hours a week being the human integration layer between Schwab or Fidelity or Pershing or Altruist, Wealthbox or Redtail, Orion or Black Diamond or Tamarac or Addepar, eMoney or RightCapital, and a folder of DocuSign workflows you're maintaining yourself.
You shipped one transition already. The last thing you want is another platform migration.
You don't need one. You need the layer above what you already bought.
The pain we keep hearing
We didn't run customer interviews. We pulled what advisors are actually saying publicly. Verbatim, sources cited.
“We have been paying a platform 15% of our revenues to handle back office, deal with fidelity, do paperwork, Orion, CRM, Email, Billing, File Sharing etc... It was a good deal when we started but its now an insane amount of money and it's not even that good. We could easily get everything we need through Outlook, Wealthbox, Dropbox, and direct to Orion — but that leaves us on the hook for billing and Fidelity back office paperwork etc. We know we need to do this but we're fatigued from all the transitions we've been through.”
“There is too much operational friction in the current wealth tech stack. Why? Three reasons: 1. There are too many single-use products solving for specific use cases. 2. Products are closed-end and don't integrate, creating data silos. 3. Products are built for the wrong end user, the client, not the advisor.”
“Their support is atrocious. You have to fight them for everything if you can even get ahold of them. We have a dedicated 'Orion Specialist' at our RIA that is equally useless, sometimes if you are trying to troubleshoot something it can feel defeating.”
“Pershing's service is very very disappointing and inconsistent. We are understaffed and spend wayyy too much time on paperwork and other activities that can be automated. AO should never take an entire week.”
If any of that sounds like the inside of your week, keep reading.
What we build
Not a new platform. Not another product to learn. An operating layer designed and built for your firm, sitting above the products you already chose.
The operating layer
A unified workflow surface we'll build to pull live from your custodian (Schwab, Fidelity, Pershing, Altruist), your PMS (Orion, Black Diamond, Tamarac, Addepar), your CRM (Wealthbox, Redtail, Salesforce FSC), and your planning tool (eMoney, RightCapital). One source of truth across the stack. Your tools stay where they are. We design and build the connections.
AI employees created by your detailed SOPs
You write the SOP for how a quarterly packet gets built, or how a new household gets opened, or how a meeting gets prepped. We turn each SOP into an AI employee that runs that role end to end inside the operating layer we built for you. Not a chatbot. Not a generic copilot. A role, scoped to your firm, owned by you.
Agentic workflows
When a workflow needs a judgment call (which custodian form, which compliance path, which approval routing), the system we build will make the call along the flow with full audit logs. Scoped connectors. Per-tool permissions. Human-in-the-loop where it matters.
Document workflows
Custodian forms, compliance review queues, client deliverables, e-signature routing, and audit trails on every step.
You keep your custodian, your PMS, your CRM, your planning tool. We design and build the connective tissue.
Quarterly Client Packet Automation
Most breakaway RIAs we talk to lose 20-30 hours per advisor per quarter assembling the client packet by hand. That's the wedge. That's where we start.
What we'll build
End to end, a system that assembles a branded, household-level quarterly packet. No advisor copy-paste. No “wait, which version of the report is right.” No 9pm Sunday before the review.
What it'll pull from
- Custodian (Schwab, Fidelity, Pershing, Altruist) for positions, transactions, and cash balances.
- PMS (Orion, Black Diamond, Tamarac, Addepar) for performance, allocation, and benchmark data.
- Planning tool (eMoney, RightCapital) for plan progress, savings goals, and net worth roll-up.
- CRM (Wealthbox, Redtail) for household structure, advisor notes, and meeting agendas.
What it'll generate
A branded packet per household. Performance, allocation drift, plan progress, action items, and the meeting agenda, all rendered to your firm's template. Same look every quarter.
Compliance review
The packet routes through a reviewer queue before it leaves the firm. Your CCO (or you, wearing the CCO hat) approves or sends back with comments. Every change is logged.
Delivery
Sent to the client via secure portal or email per household preference. E-signature where required.
Audit log
Every step. Who pulled what data, who reviewed what version, who approved, who delivered, when the client opened it. Compliance-ready.
Timeline
Four weeks from signed SOW to first packet generated. Fixed-price. Proposal-based after the free assessment.
The math
2 advisors x 25 hours per quarter x 4 quarters x $250/hour effective billing rate is roughly $50,000 per year of advisor time recaptured. The first quarter alone pays back about half the build. ROI typically lands in the 4 to 12 month range.
What happens after
The packet build is the wedge, not the destination. Once the operating layer is in place and your SOPs are encoded, expansion compounds.
Client onboarding automation
We'll build the custodian-form workflow (ACAT in-kind, ACAT cash, new account opening), KYC checks, IPS generation, beneficiary capture, and welcome sequence. The week that currently takes a full advisor day collapses to a routed workflow.
Meeting prep and follow-through
Pre-meeting briefs auto-assembled from the operating layer. Meeting transcribed. Action items extracted, assigned, and tracked back into Wealthbox or Redtail. Follow-up emails drafted. Calendar invites issued. Tasks live in your CRM, not in your head.
Compliance and audit trail
Books and records in one place. Every action across every system, logged. Reviews queued. Annual ADV updates assembled from underlying data instead of from memory. Built for the next exam.
By month 12, we're operating the back-office layer we built for your firm. Your team spends time with clients, not with software.
Operated by us
This is the part most dev shops won't do.
We don't hand you a build and walk away. We host it, monitor it, update it as Schwab or Fidelity changes an API, fix it when an upstream provider breaks something at 6am, and improve it as your SOPs evolve.
Fixed monthly retainer for ongoing operation. Scope reviewed quarterly. Your team uses the system. Our team maintains it.
If your custodian deprecates an endpoint, that's our problem to solve. If Orion changes how it exports performance, that's our problem to solve. You hear about it after we've fixed it, not before.
Why this isn't another transition
You just finished one. We know.
We don't ask you to migrate platforms. Schwab stays Schwab. Wealthbox stays Wealthbox. Orion stays Orion. eMoney stays eMoney. We design and build the layer above them.
Your team logs into the same systems they log into today. The difference is that the work between those systems, the copy-paste, the reconciliation, the packet assembly, the form chasing, runs on the operating layer we built instead of on you.
There's no platform migration. There's no data export and re-import. There's no “now learn this new tool.” There's a four-week build, and at the end of it the quarterly packet just shows up.
What you can verify about us
We don't have named RIA case studies yet. We're a Quebec-incorporated technology-as-a-service firm (Inevi Solutions Inc., 2025, Montreal) that ships custom intelligent systems for businesses and the advisory networks that serve them. The voices on this page belong to advisors in your seat saying what they actually need. We built this offer around them.
Founders
- Dimitrios Papanikolaou, Co-Founder and Chief Executive Officer. Computer Science, McGill. Built end-to-end commercial and operational systems for a manufacturing operation entering the Canadian market before founding Inevi Solutions.
- Costa Papanikolaou, Co-Founder and Chief Operating Officer. Computer Science, McGill. Architecture and engineering lead on every system we build. Specialist in applied AI and multi-agent systems that perform in production.
Engagement structure
- Free assessment (60-90 minutes, no commitment).
- Fixed-price proposal after the assessment. No “discovery phase” billing. No “phase one” that turns into phase six.
- Four-week build for the Quarterly Packet wedge. 4 to 16 weeks for larger scopes.
- ROI typically 4 to 12 months on the first build.
- Liability terms scoped in the engagement agreement. Data residency, security, and access controls written down before anything ships.
What we don't do
- We don't compete with your custodian, PMS, CRM, or planning tool.
- We don't sell you software you maintain.
- We don't hand off and disappear.
- We don't move you off the platforms you just transitioned to.
FAQ
How long does the first build take?
Four weeks from signed SOW to first packet generated for the Quarterly Client Packet Automation. Larger scopes run 4 to 16 weeks. Timelines are contractual.
What stays the same? What changes?
Your custodian, PMS, CRM, and planning tool all stay. Your logins stay. Your data stays where it is. What changes is the work between those systems. The reconciliation, the packet assembly, the form chasing, and the compliance routing run on the operating layer instead of on your team.
What's in the free assessment?
A 60 to 90 minute working session. We map your current stack, your current quarterly packet workflow (or whichever workflow you want to start with), the time it costs your team, and the integration surface required to automate it. You walk out with a written scope and a fixed-price proposal. No obligation to proceed.
How does pricing work if you don't publish prices?
Pricing is proposal-based after the assessment because the right scope depends on your stack and your SOPs. We give you a fixed price up front, not a 'starting at' range that drifts. Build fees are one-time. Ongoing operation is a fixed monthly retainer. ROI typically lands in the 4 to 12 month range.
What happens when Schwab or Orion changes their API?
That's our problem, not yours. The fixed monthly retainer covers API maintenance, upstream changes, and ongoing optimization. If a custodian deprecates an endpoint, we update the connector before it breaks your workflow. You hear about it after we've shipped the fix.
Can we keep our existing tools?
Yes. The operating layer is built around your existing stack. If you're on Schwab plus Orion plus Wealthbox plus eMoney, that's the integration surface we build to. If you swap eMoney for RightCapital next year, we update the connector. You're not locked into our choices because we don't make those choices for you.
Who actually operates this once it's live?
Inevi's engineering team. Hosting, monitoring, security, backups, and updates are all on us. Your team uses the operating layer we built, signs off on actions where compliance requires sign-off, and runs the firm. We run the infrastructure.
Do we sign off on every action the AI employees take?
Yes, on anything that touches a client, a custodian, or a compliance step. Human-in-the-loop is a default, not a feature flag. Approval queues, audit logs, and per-tool permissions are scoped in the SOW. Where you want autonomous execution (e.g., internal data refreshes, internal reports), we scope it explicitly.
Book the free assessment
One conversation. We map the workflow. You leave with a written scope and a fixed-price proposal.
Book the free assessmentCompare us
Already evaluating other tools? Here's how we read against the platforms breakaway RIAs most often weigh.
- Inevi vs. Orion when you've outgrown the PMS-as-everything model.
- See all comparisons
The next engagement asks
who builds it. Have an answer.
Thirty minutes. No deck. No pitch. A real conversation about the engagement you're running, the gap you're feeling, and whether we can close it. If we can't, we'll say so.
team@inevisolutions.com