CRM & Workflow Optimization
System Cleanup & Optimization
| Package | Price |
|---|---|
| Basic | $3,000 |
| Full Scope | $6,000 |
• CRM cleanup, tagging, and data standardization
• Rebuild or streamline workflows
• Optimize client service processes and automation
• Ideal for firms preparing to scale or stabilize operations
Custodian Transition Support
Platform or Custodian Migration
| Hours | Price |
|---|---|
| 40 hours | $3,000 |
| 80 hours | $6,000 |
• New account openings, ACATs, and money movement support
• Client communication and paperwork coordination
• Custodian platform setup and operational migration
• Timeline oversight to keep migrations on track
Paraplanning / Financial Planning
Plan Build, Data Prep & Deliverables
| Service | Price |
|---|---|
| Planning Support Package | $1,500 – $2,000 |
| Estimated Time | ~20 Hours |
• Data gathering and preparation for planning
• Input into Orion, RightCapital, eMoney, or MoneyGuidePro
• Plan updates, illustrations, and scenarios
• Advisor-ready deliverables and report assembly
