STRATA inside RIAs and Wealth Management
STRATA inside RIAs and wealth management practices. The five things costing you that cost firms recoverable practice value across the book every month.
Tools we work with: Redtail, Salesforce Financial Services Cloud, Wealthbox, Orion, Black Diamond
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Compliance documentation burden across CRM, custodian, and trading platforms
Annual ADV updates, books-and-records logging, client-meeting documentation, and pre-trade compliance live across the CRM, the custodian, and the trading platform. Manual stitching costs the practice hours per advisor per week. Document Processing closes the documentation loop without changing the system of record.
- 02
Stalled AI pilots from 2024 and 2025 that never reached production
The pilot for client-meeting summarization, household-deck assembly, or portfolio-monitoring narrative was scoped against the model. The integration into Redtail, Salesforce, or Wealthbox was never funded. The model-versus-work gap is named in the /insights post; the audit calculates what production-grade integration would actually recover.
- 03
Client review preparation compiled by hand
Quarterly review decks pull from portfolio analytics, financial planning software, and the household notes. Advisors and associates assemble by hand. Document Processing and Internal Reporting pre-stage the deck.
- 04
Dormant prospect and referral source re-engagement
The COI list, the prior-prospect pipeline, and the dormant centers-of-influence sit in the CRM with no scheduled cadence. Revenue Recovery against the dormant book produces meetings without net-new BD spend.
- 05
Cross-advisor reporting on AUM, pipeline, and revenue per relationship
Production by advisor, AUM growth attribution, and revenue per household stitch from the CRM, the custodian, and the billing system. Internal Reporting unifies for partner review.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your rias and wealth management operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
Redtail, Salesforce Financial Services Cloud, Wealthbox, Orion, and Black Diamond configurations are supported right now. Ask on the audit call about your specific stack.
Engagement under DPA; audit exports PII-minimized; production processing follows your CRM and custodian security posture. The /security page documents the full posture; SOC 2 readiness initiation Q3 2026.
See the /insights post on the model-versus-work gap. The short version: STRATA is paid to install the integration that pilots leave unscoped. The audit produces the specific dollar figure of recoverable practice value against your data.
Layer 1 is meaningful above $150M AUM with two or more advisors. The audit math says yes or no.
A CRM export, a recent quarter of household-review data, and a representative compliance documentation cycle. Fifteen minutes is enough.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside RIAs and Wealth Management
Your recoverable revenue is a specific number.
We calculate it from your rias and wealth management data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.