Financial advisory is one of the most regulated software environments in US digital: every client touchpoint has to be archivable and auditable. Most financial advisors live with staff hours on paperwork/week of 8-16 hrs, and the software stack underneath either erases that drag or bakes it in.
Client onboarding runs on PDFs, e-sign, and re-keying into the CRM and custodian portal, so new accounts take days to fund. That is the constraint every financial advisors operator hits in the first 90 days of growth.
The client portal is a clunky third-party login that doesn't match the brand, so clients call instead of self-serving statements and documents. The shops that compound are the ones who fix this in the systems underneath before they throw bodies at it, but most operators try the reverse and pay tuition for 18 months.
WORM-compliant archiving of client communication is stitched together by hand, so books-and-records requests turn into fire drills. Inparlor's engagement for financial advisors reflects that, we build the software stack against how the operation actually runs, not against the vertical brand.
3-10 days
New-account onboarding time
8-16 hrs
Staff hours on paperwork/week
$300,000-$1,200,000
Average new AUM per household
30-55%
Client portal adoption gap
Web apps and complex sites that do real work, not just look good.
Custom software that replaces the spreadsheets and duct tape, shipped in quarters, not years.
Automate the manual processes your team does by hand all day.
Chatbots, AI agents, and RAG assistants that ship to production, not demos.
Senior engineers on retainer, not on a ticket queue.
A CRM shaped around your sales process, not the other way around.
Every number you run the business on, in one place you trust.
From idea to a multi-tenant SaaS product your customers pay for.
Digital intake, e-sign, and account-opening data flow straight into the CRM and custodian portal instead of being re-keyed off PDFs. New accounts fund in days, not the usual 3-10.
A portal that matches the firm and exposes statements, documents, and performance, so clients self-serve instead of calling. We close the 30-55% adoption gap a clunky third-party login leaves open.
An assistant reads inbound statements and forms, extracts the data, and routes WORM-compliant copies to archive, so books-and-records requests stop being fire drills.
We connect the systems that never talked so performance and account data reconcile once, taking back the 8-16 weekly hours staff lose to paperwork and re-keying.
Tell us about your current numbers and what is broken. We respond with scope, pricing, and timeline inside 48 hours.
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