Your client service team is buried in wire confirmations, capital call entries, and document uploads. ExactTempo automates the manual work that's keeping your operations headcount tied to your AUM — so your firm can grow without the linear cost.
At most boutique RIAs, every new dollar of AUM means more manual work — and eventually, more hires. Your client service team is the bottleneck between where your firm is and where it could be. The work they're doing is critical. But most of it doesn't require a human.
Verbal confirmations, PIN collection, signature packages, and follow-up calls — all executed manually, per transaction, every single day.
Hand-keying every capital call and distribution into Salesforce, then routing to Orion. Slow, error-prone, and entirely automatable.
One document. One client portal. One upload at a time. Multiplied across your entire book, this is hours of time that creates zero client value.
Manual weekly trades to move idle cash into money market funds — repetitive, time-sensitive, and a perfect candidate for automated execution.
Each of these is a workflow we've scoped for RIA client service operations. They integrate directly with your existing systems — Salesforce, Orion, your custodian portals — and run with human-in-the-loop checkpoints for compliance.
AI-guided processing handles verbal confirms, PIN verification, signature package generation, and status follow-ups — reducing wire processing time from hours to minutes.
Agents read incoming distribution notices, classify true distributions vs. recalls, and auto-code entries into Salesforce with routing to Orion — without a human touching it.
Batch upload of tax documents across client portals, automatically organized and filed — eliminating the one-at-a-time manual grind that consumes tax season.
Scheduled, rules-based trade execution keeps idle cash swept into money market funds on autopilot — removing a recurring manual task from your team's weekly queue.
AI-assisted completion of alternative investment subscription docs, pulling from CRM data to pre-fill fields and flag required signatures — cutting prep time on complex paperwork.
Automated monitoring of ACATS transfer status with proactive client communication triggers — so your team is informed instead of chasing status updates all day.
We don't sell software. We build AI automation scoped to your specific workflows, CRM setup, and custodian relationships. You own the IP and the systems. Our ongoing fee covers monitoring, optimization, and performance accountability.
We map your client service team's workflows, quantify the labor cost, identify the highest-ROI automation targets, and build a detailed ROI model — before any commitment.
We design and build AI automation scoped to your firm's systems — Salesforce, Orion, your custodian portals — with guardrails, escalation rules, and compliance checkpoints built in.
Your client service team learns to work alongside the automation — managing exception queues, reviewing outputs, adjusting rules, and handling the interactions that require human judgment.
We monitor, maintain, and continuously improve what we deployed — accountable to the volume and quality commitments defined during the Audit. As your firm grows, the automation scales with it.
Generic AI solutions aren't built for regulated firms. They don't account for the compliance constraints, exception handling, and custodian-specific workflows that make your operations different from every other industry.
We build to your specific workflows, CRM setup, and custodian relationships. This isn't a product you configure — it's a capability we build for you. You own the IP and the systems.
Your client service team doesn't disappear — they move up. Automation handles the rote work. Your people handle the judgment calls and client relationships that actually require them.
Our ongoing retainer is tied to defined volume and quality commitments — processing capacity, accuracy rates, and error rates we're accountable to, not aspirational targets.
A free Operations Audit gives you a concrete picture of where your client service team is losing time — and a detailed ROI model showing what it would take to get it back. No commitment required.