ExactTempo builds custom AI automation solutions that handle the repetitive work wealth management teams shouldn't be doing, so you can scale AUM without adding headcount.
Every new client household means more account openings, more document assembly, and more custodian submissions. Today, your client service team absorbs all of it manually, and the ceiling on growth is how many households your operations team can support before something breaks.
Client data lives in the CRM, portfolio performance in the reporting platform, financial plans in the planning software. The connections between them are people copying information from one screen to another. Different team members execute the same workflow differently, and firms running multiple custodians submit the same change request in two different portals with no single system of record for what went through.
Your clients feel it too: new clients waiting days for portal access, review prep consuming hours per client hundreds of times a year, and onboarding timelines slipping because paperwork falls between systems.
ExactTempo automates this manual work with AI built around how your business runs.
Each workflow integrates with your existing systems and runs with human-in-the-loop checkpoints at every step where compliance or judgment matters.
Every new household means hours of document assembly and data entry across disconnected systems. We automate the entire intake-to-live-account workflow so your team spends that time on the client relationship instead.
Review prep eats hours per client, hundreds of times a year across the book. We pull performance data, prior notes, and account details into a complete review packet before the advisor sits down.
Someone on your team rekeys every beneficiary update, address change, and distribution into each custodian portal manually. We sync CRM data to custodian portals automatically, eliminating the human middleware.
Billing errors directly impact revenue and client trust, especially at multi-custodian firms. We handle the data assembly, fee calculations, and invoice generation, and flag discrepancies for your team before anything goes out.
Formats vary by fund manager, so manual error rates on capital calls and alternative investment reporting are high. We extract, validate, and load the data automatically, cutting both processing time and errors.
Advisors spend hours keying tax returns, trust documents, and statements into planning software. We extract and map the data so advisor time goes to analyzing the plan, not populating it.
Transfer delays mean delayed revenue and uncomfortable conversations with new clients waiting for assets to land. We generate TOA forms, submit them, monitor status across custodians, and alert your team when something needs attention.
The industry average book transition takes 90 days, and asset attrition during that window is a real cost. We compress the timeline by handling bulk account openings, data migration, and status tracking across the entire book.
We build AI automation scoped to your specific workflows, systems, and compliance requirements. You own the IP and the systems we build. Our ongoing fee covers monitoring, optimization, and performance accountability.
We evaluate your workflows, systems, and team structure to identify where AI automation will have the highest impact and build a concrete implementation plan and ROI model.
Learn more →We design and build AI automation tailored to your firm's systems, with built-in guardrails, escalation rules, and compliance checkpoints.
Learn more →Your team learns to work alongside the automation: managing exception queues, reviewing outputs, adjusting rules, and handling the interactions that require human judgment.
Learn more →We monitor, maintain, and continuously improve what we deployed, accountable to the volume and quality commitments defined during the assessment.
Learn more →Generic AI solutions don't account for compliance constraints, custodian-specific workflows, multi-system data integrity, or the exception handling required for high-value client relationships. Wealth management operations have a lower tolerance for error than most industries, and the AI automation touching those operations needs to reflect that.
We build to your specific workflows, your CRM, reporting platform, custodian portals, and planning software. You own the IP, the code, and the data.
Automation handles the data entry, document assembly, and system submissions. Your people handle the judgment calls, compliance decisions, and client relationships that require them.
Our ongoing relationship is tied to defined volume and quality commitments: processing capacity, accuracy rates, and error rates we're accountable for.
Your firm handles sensitive client financial data, operates under regulatory oversight, and is held to fiduciary standards. Any AI touching your workflows must meet that bar. Here's how we do it.
All data is encrypted at every level, and client data is physically separated between firms. No client data is sent to third-party AI training datasets. We define clear boundaries around what the automation touches, what it doesn't, and who controls access.
Every workflow that touches client accounts or money movement includes escalation rules, exception handling, and human approval steps designed around your firm's regulatory obligations. This covers fiduciary duty requirements, custodian-specific submission rules, and the audit trail integrity your compliance team needs for regulatory examinations.
Every action the automation takes is logged and reviewable. Your compliance team can trace what happened, when, and what decision was made at each checkpoint. This matters for regulatory examinations, internal governance reviews, and the day-to-day oversight your operations team needs to trust the system.
Defined checkpoints require a human to review and approve before the automation executes any high-stakes operation. No automated process moves money, submits documents, or modifies client records without human authorization.
Talk to our team about where AI automation fits into your operations. We'll walk through your workflows, your systems, and the specific areas where your team is spending time on work that doesn't require them.