INDUSTRIES > Financial Services
The Alpha is in the advice. Not the paperwork.
The Alpha is in the advice. Not the paperwork.
Stop paying advisors to be data entry clerks. Elvetica handles the meeting prep, document collection, and CRM updates so your firm can focus on the portfolio.
Stop paying advisors to be data entry clerks. Elvetica handles the meeting prep, document collection, and CRM updates so your firm can focus on the portfolio.
ELVETICA IMPACT
Where AI pays dividends.
01
Client onboarding that finishes in days, not weeks.
New-client intake forms, document collection, account opening across custodians, and CRM setup - orchestrated as one continuous workflow. Reminders sent automatically. Status visible to the client and the advisor. No more 'we're still waiting on the W-9.'
Why it matters: Onboarding velocity is the most under-measured drag on growth. Every week saved is a week the client is generating revenue instead of waiting on paperwork.
02
Quarterly reporting your team doesn't dread.
Performance data pulled from your custodian or accounting platform, formatted into your firm's reporting template, and queued for advisor review. Personalization at the client level - different commentary for different portfolios - drafted automatically and approved with a click.
Why it matters: Quarterly reporting eats two weeks every quarter at most firms. Reclaiming that time is the difference between reactive client service and proactive client outreach.
03
Client communication that doesn't slip through the cracks.
Birthday touches, life-event triggers, scheduled review reminders, market-volatility outreach templates - all driven by signals already in your CRM. Advisors approve and send. Nothing goes out without a human eye on it.
Why it matters: Most firms lose clients quietly, over years, to communication gaps. Systematic outreach is the cheapest retention investment a firm can make.
04
Operational reporting for the principals.
Pipeline by advisor, AUM trends, client retention signals, fee revenue by service line - pulled from your CRM and accounting platform, delivered to the principals' inbox on a schedule. No more asking the operations manager to build it again. l
Why it matters: Firm leadership decisions improve when the data shows up on time. Most don't — they show up two weeks late and three versions deep in email.
ELVETICA IMPACT
Where AI pays dividends.
01
Client onboarding that finishes in days, not weeks.
New-client intake forms, document collection, account opening across custodians, and CRM setup - orchestrated as one continuous workflow. Reminders sent automatically. Status visible to the client and the advisor. No more 'we're still waiting on the W-9.'
Why it matters: Onboarding velocity is the most under-measured drag on growth. Every week saved is a week the client is generating revenue instead of waiting on paperwork.
02
Quarterly reporting your team doesn't dread.
Performance data pulled from your custodian or accounting platform, formatted into your firm's reporting template, and queued for advisor review. Personalization at the client level - different commentary for different portfolios - drafted automatically and approved with a click.
Why it matters: Quarterly reporting eats two weeks every quarter at most firms. Reclaiming that time is the difference between reactive client service and proactive client outreach.
Performance data pulled from your custodian or accounting platform, formatted into your firm's reporting template, and queued for advisor review. Personalization at the client level - different commentary for different portfolios - drafted automatically and approved with a click.
Why it matters: Quarterly reporting eats two weeks every quarter at most firms. Reclaiming that time is the difference between reactive client service and proactive client outreach.
03
Client communication that doesn't slip through the cracks.
Birthday touches, life-event triggers, scheduled review reminders, market-volatility outreach templates - all driven by signals already in your CRM. Advisors approve and send. Nothing goes out without a human eye on it.
Why it matters: Most firms lose clients quietly, over years, to communication gaps. Systematic outreach is the cheapest retention investment a firm can make.
04
Operational reporting for the principals.
Pipeline by advisor, AUM trends, client retention signals, fee revenue by service line - pulled from your CRM and accounting platform, delivered to the principals' inbox on a schedule. No more asking the operations manager to build it again. l
Why it matters: Firm leadership decisions improve when the data shows up on time. Most don't — they show up two weeks late and three versions deep in email.