Stop Losing 15 Hours a Week to Technology That Wasn't Built for You.
Most advisory firms run 5–7 disconnected tools — none configured for wealth management. The result: 15 hours wasted weekly, $169,000 in compliance overhead, and advisors who are one bad tech day away from walking out the door.
If Any of These Sound Familiar, You Have a Technology Problem.
These aren't minor inconveniences. Each one costs you time, money, and clients — every single week.
You Check 5 Systems Before Every Client Call
CRM for relationship history. Portfolio tool for performance data. Planning app for goals. Compliance log for notes. Every call starts with a scavenger hunt through tools that don't talk to each other.
→ 15 hrs/week lost per advisorYou're Paying for Salesforce and Using 25% of It
No household views. No AUM tracking fields. No KYC workflows. Generic CRMs were built for sales teams — not wealth advisory firms. You're paying enterprise prices for a tool that doesn't fit your business.
→ 44% of advisors say their tech is outdatedCompliance Is Eating $169,000 of Your Budget Every Year
Manual audit trails. Client documents sent via personal email. KYC files scattered across inboxes and filing cabinets. The SEC fined 12 firms $63 million in January 2025 alone — for exactly this.
→ $169K/yr average manual compliance costYour Best HNI Clients Still Get a Quarterly PDF
Clients under 40 expect real-time, mobile-first portfolio visibility — not a static report delivered six weeks after the period ends. 25% of investors globally say they would switch advisors over this exact issue.
→ 25% would switch over outdated reportingTechnology Is Now the #1 Reason Advisors Leave Your Firm
Poor technology has overtaken compensation as the leading reason advisors switch firms. 48% of US advisors say they would strongly consider leaving if their technology doesn't improve. Your retention strategy starts with your stack.
→ 48% cite technology as a departure triggerCybersecurity Is a Named 2026 SEC Exam Priority — Right Now
The SEC and FINRA have explicitly listed cybersecurity in their 2026 examination scope. Most independent advisory firms have no incident response plan, no vendor risk protocols, and no documented access controls.
→ Reg S-P requires 4-day breach disclosureEvery Year You Delay Costs More Than You Think.
These aren't projections. These are averages from across the US wealth management industry — reported by the same firms that said technology wasn't urgent.
A Dedicated WealthTech Team That Handles Everything Your Stack Needs.
Enzigma evaluates, configures, integrates, and supports every tool your advisory firm runs — from CRM to compliance to client portal. Tool-agnostic. Wealth-specific. No vendor bias. First results in 4–8 weeks.
Configure
We take whatever tools you already use — Salesforce, Wealthbox, Redtail, or any other platform — and configure them the way wealth advisory firms actually work. Households, AUM tracking, KYC flows, suitability fields, risk profiling.
- Wealth-specific CRM configuration from the ground up
- Financial planning tool setup and data alignment
- Portfolio management system configuration
- Risk assessment tool setup with Reg BI alignment
Integrate
We connect every tool in your stack so data flows automatically — no more copying client information between systems. Your CRM, financial planning, portfolio management, compliance, and document tools all talk to each other.
- Bi-directional API integrations between all tools
- Custodian data feeds: Schwab, Fidelity, Pershing
- Third-party integrations: DocuSign, LinkedIn Navigator, Conga
- Event-driven real-time data sync across your stack
Automate
We build the automation layer that keeps your firm running without manual intervention — lead capture, digital onboarding, KYC verification, portfolio review triggers, compliance checklists, and reporting delivery. All automatic.
- Digital onboarding workflow — saves 12–15 hrs/week
- Automated Reg BI compliance review triggers
- Risk drift alerts when portfolios fall out of tolerance
- CRM-triggered client communication sequences
Support
We don't disappear after go-live. Monthly system health checks, integration monitoring, and a team you can reach when something breaks, a regulation changes, or your firm needs to evolve. We grow with you indefinitely.
- Monthly system monitoring and integration health checks
- Minor configuration updates included each month
- Troubleshoot any tool in your entire technology stack
- Proactive quarterly optimization reviews
From First Call to Running System in 8 Weeks.
Here's exactly what happens after you reach out — no ambiguity, no surprises, just a clear path from where you are to where you need to be.
We Review Every Tool, Workflow, and Data Flow in Your Firm
CRM, financial planning, portfolio management, risk assessment, compliance, document management, billing, cybersecurity — all 13 technology segments audited and mapped. You receive a written report that most firms say is worth the engagement fee on its own.
📋 Technology audit report · Vendor comparison matrixWe Build Your Technology Roadmap — No Vendor Bias, No Sales Pitch
Side-by-side comparison matrices for CRM, financial planning, portfolio management, risk tools, and compliance platforms — all evaluated against your specific firm size, client profile, and budget. We tell you exactly what to keep, replace, and add. We don't earn commissions from any vendor.
🗺 90-day prioritized roadmap · Integration feasibility reportWe Configure Your CRM, Connect Your Tools, and Build the Automation Layer
Wealth-specific CRM configuration. API integrations between all tools. Digital onboarding workflows built. Compliance triggers activated. Risk drift alerts set. Fee billing automated. Client portal configured. This is where the 15 hours a week starts coming back to you.
⚙️ Fully integrated, automated technology stackWe Train Every Role and Go Live with You in the Room
Advisors, operations staff, and compliance team — each trained on their specific workflows. Written SOPs for every key process. A 30-day post-launch support window to fix anything before it becomes a habit. First measurable outcome delivered within 4–8 weeks of signing.
✅ Go-live with full team training · Written SOPs for every roleWe Stay. Monthly Checks. Ongoing Optimization as You Grow.
Monthly system health checks. Integration monitoring. Configuration updates as your firm adds advisors, clients, or capabilities. Proactive quarterly technology reviews. A team you can message anytime. No recruiting cycles. No turnover. No institutional knowledge walking out the door.
🔄 Monthly maintenance · Quarterly tech review · Continuous optimizationYou Need 5 Specialists. Hiring Them Full-Time Costs $450,000/Year.
This isn't a nice-to-have. A modern wealth advisory firm needs five distinct technology roles to manage its stack properly. That's what the complexity actually demands.
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CRM Specialist — configures and maintains your CRM, workflows, and user adoption
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Developer — builds integrations, client portals, and custom API connections
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Automation Expert — designs and maintains your entire workflow automation layer
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Data Analyst — builds dashboards, reporting infrastructure, and business intelligence
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Compliance Tech Advisor — aligns your stack with SEC, FINRA, and Reg BI requirements
- ✕ 4–6 months to hire and fully onboard
- ✕ Fixed cost whether the team is busy or idle
- ✕ Turnover resets your institutional knowledge
- ✕ In-house staff rarely challenge the existing stack
- ✕ No built-in regulatory expertise for SEC / FINRA
- ✓ Operational in days, not months
- ✓ Scale up or down based on actual need
- ✓ No severance, no recruiter fees, no idle payroll
- ✓ Independent, unbiased tool recommendations
- ✓ SEC, FINRA, SEBI & Reg BI expertise built in
Ready to Get Your 15 Hours Back?
Tell us which tools you're running, your client count, and your biggest technology frustration. We'll respond within one business day with a clear recommendation — no sales pitch, no obligation, no fluff.