Automation Built for RIAs
Eliminate manual processes and run your advisory firm with automated workflows
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Client Onboarding
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Client Engagement
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Portfolio Monitoring (Panoramix Integration).
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Compliance and Document Management
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Tax Preparation Workflows
Everything Your Advisory Firm Needs — In One Platform
Most RIAs run their firm using multiple disconnected systems - a CRM, scheduling software, document storage, digital forms, email tools, compliance tracking, and more
AdvisorsIntel brings these workflows together in one integrated platform built specifically for RIAs, eliminating the need for multiple software subscriptions.
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Tools AdvisorsIntel Replaces
AdvisorsIntel Feature | Third-Party Tool | Monthly Cost | |
|---|---|---|---|
Team Collaboration & Messaging | Slack / Internal Messaging Tools | $8.75 - $18 per user | |
Automated Client Communications | Mailchimp / Constant Contact | $300 | |
Document Management | Dropbox / ShareFile / Box | $9.99 - $24 per user | |
Client Scheduling | Calendly / Acuity | $12 - $20 per user | |
Digital Signatures | Docusign | $25 - $75 per user | |
Automated Client Invoicing | QuickBooks | $19 - $137.50 | |
Workflow & Task Automation | Zapier / Trello / Monday | $10 - $75 per user | |
Client Meeting Automation | Zoom | $14 - $18 per user | |
Client Surveys | Survey Monkey | $30 - $92 | |
Dynamic Client Intake Forms | Typeform / Jotform | $56 - $91 | |
Total Monthly Cost | $484 - $850 |
Built on the Zoho Platform
AdvisorsIntel is powered by Zoho - a robust business platform that includes CRM, automation tools, communications systems, document management, and more.
AdvisorsIntel builds on this foundation with preconfigured workflows and automations designed specifically for RIAs.
The result is a fully integrated platform for advisory firms without the need to manage multiple software systems.
Workflows AdvisorsIntel Automates
Automated Client Forms and Agreements
Investment Policy Statements, Advisory Agreements, Account Applications, ACAT Transfer Forms, Move Money Requests and more
Portfolio Data Integration and Monitoring
Integrate client portfolio data from Panoramix into the CRM, to provide advisors with real-time visibility into client accounts and holdings
Document Management
AdvisorsIntel automates document collection and organization by sending secure upload requests to clients and automatically filing documents in the appropriate folders.
Client Engagement
Send automated reminders, check-ins, and communication workflows to maintain client relationships.
Meeting Preparation & Follow-Up
Automate meeting scheduling, client preparation forms, and follow-up task assignments.
