You're not new to this.
The stack is just slowly eating the firm.
You're a $500M to $2B RIA. You've been on Orion (or Black Diamond, or Tamarac, or Salesforce FSC) for five-plus years. You have an ops team. You have advisors who are tech-comfortable. You're not breakaway. You're not transitioning. The transition was years ago.
The problem isn't the platform anymore. The problem is what has grown around it. Four single-use products bolted on to fill gaps. An ops team that spends its week working around the tools instead of with them. A founder who somehow still spends ten hours a week on what should be automated reporting. A compliance officer who treats every quarter-end like an emergency.
You've thought about ripping it out. You've also done the math. Ripping it out costs more than living with it.
We don't ask you to rip it out. Your first build with us sits above it and absorbs the work the team has been carrying by hand, starting with the compliance and audit packet that eats your quarter.
Who this is for
You run an established RIA. $500M to $2B AUM. Five to twenty-five employees. One to three people on ops, plus a compliance officer (in-house or outsourced) who's running on coffee and Excel. You're on Orion, Black Diamond, Tamarac, Addepar, or Salesforce Financial Services Cloud, with the usual surrounding cast: a CRM, a planning tool, custodian feeds from one to three custodians, a document system, and somewhere between two and six single-use products that filled holes the PMS didn't cover.
You're not in vendor-shopping mode. You're in vendor-fatigue mode. You've been on the same Orion contract for years and the support is a black hole. You've already evaluated three “Orion replacements” this decade. None of them survived contact with the data migration. So you stayed. And the team kept stitching things together by hand.
Your founder isn't asking “what tool should we buy next?” Your founder is asking “why do I still spend my weekends on the compliance packet?”
The pain we keep hearing
We didn't run customer interviews. We pulled what RIA operators are actually saying in public reviews. Verbatim, sources cited.
“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 (why I'm reluctant to learn to trading software). Mostly figure it out yourself situation.”
“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.”
“I work for an RIA that manages clients using multiple brokerages: Fidelity, Pershing, and Schwab. It complicates everything - trading, financial planning, and other client service functions - a task that would take 10 minutes on one centralized brokerage is now multiples of that. Yes, we use Tamarac. It's a mega pain in the ass.”
“Orion is expensive for our needs and the financial planning tool is fine at best.”
If those four quotes describe four different conversations you've had with your team this year, keep reading.
What we build
We don't sell software. We don't sell a replacement PMS. We don't sell a CRM. We're not adding a sixth single-use product to your stack. We design, build, and then operate the layer that sits above your existing stack and absorbs the work your team is doing by hand.
The operating layer
A unified workflow surface we'll build to pull live from Orion (or Black Diamond, Tamarac, Addepar), your CRM (Salesforce FSC, Wealthbox, Redtail), your planning tool (eMoney, RightCapital, MoneyGuidePro), your custodian feeds (Schwab, Fidelity, Pershing, plus the long tail), and your document system. One reconciled source of truth. Your tools stay where they are. We're the connective tissue.
AI employees created by your detailed SOPs
You and your COO already wrote the SOPs over the last decade. The compliance reconciliation procedure. The fee-billing audit checklist. The quarterly performance review. The household-level reporting standard. We turn each SOP into an AI employee that runs that role end to end inside the operating layer we built, with full audit logging and a human approval step where you want one. 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 reconciliation path to follow, which exception to escalate, which approval to route where), the system we'll build will make the call along the flow with full provenance. Scoped connectors. Per-tool permissions. Human-in-the-loop on anything compliance-sensitive.
Audit infrastructure
Every advisor action and every AI employee action, captured with full provenance. Who pulled what data, when, from where, and what they did with it.
You keep Orion. You keep Salesforce FSC. You keep your custodian feeds. You keep your planning tool. We design and build the layer that finally makes them act like one workflow.
Compliance and Audit Reporting Automation
Most established RIAs we talk to lose at least one ops person's quarter to the compliance packet. Sixty hours per quarter, four times a year, on something that's eighty percent reconciliation and twenty percent judgment. We'll build the eighty percent.
What we'll build
A system that pulls every advisor and AI-employee action across Orion, the CRM, custodian feeds, and the planning tool into one audit log. Generates the quarterly compliance packet (Form ADV section data, custodian reconciliations, fee-billing audits, holdings reconciliations across custodians) automatically. Routes to the compliance officer for sign-off with the diff highlighted. Archives with full provenance.
What it'll pull from
- Orion (or Black Diamond, Tamarac, Addepar) for positions, performance, and fee schedules.
- CRM (Salesforce FSC, Wealthbox, Redtail) for advisor activity, household structure, and notes.
- Custodian feeds (Schwab, Fidelity, Pershing, others) for transactions, balances, and corporate actions.
- Planning tool for client-facing materials.
- Your document system for engagement agreements and IPS records.
What it'll generate
A quarterly compliance and audit packet, household-level where required, firm-level where required. Reconciliation deltas flagged with explanations. Fee-billing exceptions surfaced with the calculation behind them. Form ADV data assembled from the underlying source records, not transcribed from memory. Holdings tied back to custodian statements automatically.
Compliance officer sign-off
The packet routes to your CCO (in-house or outsourced) with a clean review surface. Approve, send back with comments, or annotate. Every change is logged. Every approval is tied to a specific document hash.
Audit-readiness, not just quarter-close
When the SEC exam request letter shows up, you don't have a heroics week. You have a query interface and an audit log that goes back as far as we've been running. The packet that closed Q3 last year reconstructs to the original source records on demand.
Timeline
Four weeks from signed SOW to first packet generated. Fixed-price. Proposal-based after the free assessment.
The math
One ops person x 60 hours per quarter x 4 quarters x $80/hour fully-loaded is $19,200 per year of ops time recaptured directly. That's the cash number.
The number compliance officers actually buy on is the second one: an SEC exam closed without a heroics week. Ask anyone in your seat who's been through one what that's worth in lost ops productivity, founder time, and the mood of the firm for the eight weeks it takes.
ROI on the first build typically lands in the four to twelve month range depending on scope.
What happens after
Compliance is the wedge, not the destination. Once the operating layer is live and the audit infrastructure is running, the next builds compound off the same foundation.
Custodian multi-feed reconciliation
If you're running Tamarac across Schwab plus Fidelity plus Pershing (or any combination), every custodian-side change becomes a reconciliation event your team chases by hand. We'll build the system to absorb that. Daily reconciliation across every custodian feed, exceptions surfaced with the underlying transaction, breaks resolved to the source. The “ten-minute task that takes multiples of that” becomes a queue your ops lead clears in twenty minutes a day.
Quarterly performance reporting and the branded client packet
You already do this. A junior person on the ops team manually assembles it from Orion exports and pastes it into a deck template. We're not introducing a new client deliverable. We'll automate the one you've been shipping for years. Performance, allocation, plan progress, and the meeting agenda, rendered to your firm's branded template every quarter, every household, the same way.
AI employee for client request triage
Inbound emails arrive in the firm inbox. The AI employee we'll build from the triage SOP your ops lead wrote three years ago (and has been refining) categorizes the request, routes to the right advisor or admin, and drafts the response in the advisor's voice for review. The advisor reviews, edits, and sends. The hour and a half a day each advisor spends sorting and triaging email collapses to ten minutes of review.
By month twelve, we've absorbed the back-office workload your team has been carrying since the firm crossed $500M. Your ops people stop being the human integration layer. Your compliance officer stops dreading quarter-end. Your founder gets the weekends back.
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 Orion changes a data export or Schwab changes a custodian feed, 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 ops team uses the system. Your compliance officer signs off on the packets. Our engineering team runs the infrastructure.
If Orion changes a report endpoint, that's our problem to solve. If Schwab changes a feed format, that's our problem to solve. If Salesforce FSC pushes a release that breaks an integration, that's our problem to solve. You hear about it after we've shipped the fix, not before.
Why this works without ripping out Orion
You've been pitched the rip-and-replace four times this decade. You said no four times for the same reason. Migrating off Orion costs you eighteen months, two ops hires, and a year of partial reconciliation. Whatever the next platform's marketing deck says about “an easier path,” you don't believe it. Neither do we.
The operating layer we build for you sits above Orion. Your Orion stays. Your Salesforce FSC stays. Your custodian feeds stay. Your planning tool stays. Your document system stays. The contract you signed five years ago and haven't been able to escape stays exactly where it is.
Your team logs into the same systems they log into today. The difference is that the work between those systems, the reconciliation, the packet assembly, the fee-billing audit, the exception chasing, the quarterly compliance close, runs on the operating layer we built instead of on people.
There's no platform migration. There's no data export and re-import. There's no “everyone learn this new tool.” There's a four-week build, and at the end of it the compliance packet just shows up.
When you decide in three years that Orion's contract is finally over and you want to evaluate alternatives, the operating layer we built is platform-agnostic. The connectors swap underneath. Your SOPs and your AI employees come with you.
What you can verify about us
We don't have named established-RIA case studies yet. We're a Quebec-incorporated technology-as-a-service firm (Inevi Solutions Inc., 2025, Montreal) that designs, builds, and operates production-grade intelligent systems. The voices on this page belong to operators in your seat.
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.
Governance and audit log architecture
Per-tool permissions, scoped connectors, full provenance on every action (advisor, AI employee, automated). Audit logs are append-only, queryable, and tied to a specific document hash on every approval. Built for the compliance officer, not bolted on for them.
Engagement structure
- Free assessment (60 to 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 Compliance and Audit Reporting wedge. Four to sixteen weeks for larger scopes.
- ROI typically four to twelve months on the first build.
- Liability terms scoped in the engagement agreement. Data residency, security, access controls, and AI-employee action boundaries written down before anything ships.
What we don't do
- We don't compete with Orion, Salesforce FSC, your custodian, or your planning tool.
- We don't sell you a software license you operate.
- We don't hand off and disappear.
- We don't move you off the platforms you've been on for years.
FAQ
How long does the first build take?
Four weeks from signed SOW to first compliance packet generated for the Compliance and Audit Reporting Automation wedge. Larger scopes (multi-custodian reconciliation, full back-office absorption) run four to sixteen weeks. Timelines are contractual.
What stays the same? What changes?
Orion stays. Salesforce FSC stays. Your custodian feeds stay. Your planning tool stays. Your CRM stays. Your document system stays. Your team's logins stay. What changes is the work between those systems. The compliance packet assembly, the quarter-end reconciliation, the fee-billing audit, the exception chasing, and the audit-trail capture run on the operating layer instead of on your ops team.
Will this break Orion?
No. We read from Orion through its existing data exports and APIs. We don't modify Orion configuration, don't push data back into it without explicit scope, and don't sit between Orion and your custodians. If Orion changes an endpoint, that's our connector to update. Your Orion users won't notice.
How does the compliance officer sign off?
A clean review surface inside the operating layer (or routed to email if your CCO prefers). The packet shows up with reconciliation deltas highlighted, exceptions called out with the underlying transaction, and a diff against last quarter. Approve, send back with comments, or annotate. Every approval is tied to a specific document hash. Every change is logged. The CCO's sign-off becomes a five-minute review of exceptions instead of a four-hour read-through.
Can we keep our existing tools?
Yes. The operating layer is built around your existing stack. If you're on Orion plus Salesforce FSC plus eMoney plus three custodians, that's the integration surface. If you swap eMoney for RightCapital next year, we update the connector. If you migrate from Salesforce FSC to Wealthbox in four years, we update the connector. You're not locked into our choices because we don't make those choices for you.
What happens to historical data?
It stays where it is. Orion's history stays in Orion. Custodian history stays at the custodian. Salesforce FSC history stays in Salesforce FSC. The operating layer indexes it and makes it queryable as part of the audit log going forward, but it doesn't migrate it. If you decide in five years to leave Orion, the historical data goes with Orion. The forward audit log built on the operating layer is ours to export to you in standard formats whenever you ask.
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 (internal data refreshes, internal reports, draft assembly that the human always reviews), we scope it explicitly in the engagement agreement.
What happens when the SEC exam request letter arrives?
The audit log is the answer. Holdings reconciliations, fee-billing audits, advisor actions, AI-employee actions, document hashes on every approval, all queryable back to the day we started running. The compliance officer pulls the records the exam letter requested and ships them. No heroics week. No frantic Excel reconstruction. The exam closes on schedule because the books and records actually exist as books and records.
Book the free assessment
One conversation. We map the compliance workflow, the multi-custodian friction, and the back-office workload your team is carrying by hand. You leave with a written scope and a fixed-price proposal.
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Already evaluating other approaches? Here's how we read against the platforms established RIAs most often weigh.
- Inevi vs. Orion when the PMS is staying but the work around it has to change.
- 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