Financial Advisory

    Spend Your Time With Clients, Not on Admin.

    FINxTIN TECH researches the decision, then builds the system that returns advisor time to the client work that grows AUM.

    Run Your Signal Scan

    2 minutes. No call required. We follow up with what we found.

    Where advisory firms lose time and revenue

    Slow follow-up on a prospect represents $20K-100K+ in lifetime AUM fees. Losing 2-3 prospects per quarter to delayed response adds up to $200K-300K in lifetime revenue that went somewhere else.

    Then there is the admin. Client onboarding, compliance documentation, meeting prep. It consumes 30-40% of an advisor's week.

    At $200-400/hr effective rate, that is $156K-312K per year in displaced revenue capacity per advisor.

    What we research, then build

    DECISION LAYER FIRST

    We map where advisor hours actually go and evaluate your CRM and compliance tooling before building anything.

    SLOW FOLLOW-UP

    Every referral and inquiry enters a structured pipeline. The advisor shows up with context.

    ADMIN OVERHEAD

    The advisor's week shifts from 60% admin to 20% admin. The system handles the rest.

    DATA FRAGMENTATION

    One CRM pulls from every system. Client context always current, always accessible.

    Ready to see where your gaps are?

    Run Your Signal Scan

    2 minutes. Free. No call needed.

    What the engagement looks like

    1
    What we research

    An honest evaluation of your prospect path, admin load, and current systems before a single workflow is configured.

    2
    What we build

    CRM integration · prospect pipeline automation · client onboarding workflows · compliance documentation · meeting prep automation

    3
    How fast

    Live in 2-4 weeks

    4
    What you get

    A unified operational system that captures every prospect, automates every workflow, and gives advisors back 15+ hours per week

    5
    What stays

    FINxTINOS, the decision layer that governs what deserves execution, plus a written monthly review with an open exit.

    Two ways to get started

    Track 1: Signal Scan

    2 minutes

    Map where your practice sits right now. We will follow up with a brief on what we found. No call needed.

    Run Your Signal Scan

    Track 2: Book a Call

    15 minutes

    Already know you want to talk? Grab time directly. No pitch deck. Just a conversation about fit.

    Book a Call

    AI Decision Infrastructure

    The Bridge Between Your Business and the Technology It Depends On

    Based in the U.S. · Serving clients across 16 verticals