Workflows built for your desk
We design automations around how your company works, on your own data or on data we source from outside: an AI receptionist that calls your leads, client holdings reports that build themselves, and the many small jobs in between.
Up to 10× faster, at up to a tenth of the cost. Typical of the projects we scope; your own figure depends on the process.
Your data, or the open web
Workflows that start from what you already hold, your CRM, mailboxes, spreadsheets and custodian exports, or from what we fetch for you: registers, filings, government data and the pages that matter to your desk. Every step is checked, and every figure keeps a link to where it came from.
An AI receptionist that calls
It calls the leads you hand it, introduces itself as your assistant, follows your script, answers the common questions and books meetings straight into your calendar. Every call comes back as a short summary in your portal, so your team speaks only to people who want to talk.
Holdings reports, beautifully
Your custodian export goes in; one report per client comes out, as a designed PDF and an interactive page they can explore, with allocation, performance and every holding in your own design. Month after month, without anyone rebuilding a spreadsheet.
Equity 58% of the portfolio
Anything your team repeats
We custom-design automation solutions for the work that comes round every day, week or month and quietly eats your team's hours. A few we build often; pick one and your enquiry starts with it.
How a project runs
Scope
We sit with the people who do the work today, map the process and time it, so the gain is measured, not guessed.
Build
We build on your data, test every output against what your team would have produced, and show you each step.
Run
It appears in your client portal as your own workflow: fill in a few answers, press run, and the result lands in your vault.
Faster, at up to a tenth of the cost
Up to ten times faster than doing it by hand, at up to a tenth of the cost. That is typical of the projects we scope; your own figure depends on the process, and we tell you what we expect before we build.
Tell us what to automate
Describe the job your team repeats most. We reply within one working day with questions, or with a first outline.