AI Foundations
Financial services and investment firms

Your clients want clarity. Your back office should not be a maze of spreadsheets.

Financial models, organized company research, client intake and a website that matches the firm, for investment managers and advisory firms.

Sound familiar?

The work that fills the day is not the work your clients hired you for.

  • New client details arrive as PDFs and email threads.
  • The financial model lives in one person's spreadsheet, and nobody else dares to open it.
  • Company research takes days to pull together and is hard to refresh.
  • The website says less than the firm actually does.
What we'd fix first

Start with the one thing that costs you the most.

01

Client intake that collects it once

Guided forms for the introduction, the financial picture and the protection review, with one advisor screen to review what comes in.

02

Financial models built to be read

Adjustable inputs, forecasts, valuation and sensitivity tables and a sources sheet, with a user guide so the team can use it without you.

03

Company research, organized

Written summaries covering thesis, valuation, catalysts and risks, with the model behind them, so a refresh is faster.

04

A website that matches the firm

Services, team, perspectives and disclosures, written in plain language.

Built beforeFinancial models and company research delivered for an investment management firm, plus a client intake portal their clients now use and a website design the firm adopted in parts. We build the tools and the models. Investment decisions and advice stay with your licensed team. See our work

Run the numbers

What's the busywork costing you?

Put in your own numbers. It takes ten seconds.

Per week10 hours
Per year500 hours
Per year in cost$17,500
If a fix cut this by

that's about $8,750 a year back. Your assumption, not a promise.

Book a free 30 minute call

Want to see where it's coming from? Simple math on your own numbers, based on 50 working weeks. Not a quote or a guarantee.

How we work

A person who has run a business is in charge.

Andy Parker ran businesses for 30 years, including restaurants, a brewery and a meal prep company, before he built software. He starts with how your day actually runs.

Step 01

Understand your operation

Free discovery call, 30 minutes

Tell me how your day actually runs and where time slips away. I listen, ask questions and tell you what it will take. No pitch.

Step 02

Find the highest-value fix

Written proposal, fixed price

You get a plain-language document: what to fix first, what it should change, how long it takes and a fixed price. No surprises.

Step 03

Build it

Regular updates throughout

I build it and keep you in the loop, so your team gets something that fits how they already work.

Step 04

Support it and measure the result

30 days of support included

I don't disappear after launch. We check the fix is saving the time it should, then simple monthly plans if you want ongoing help.

Let's talk

Got work that crowds out your clients? Let's talk it through.

Thirty minutes, free. Bring one thing that eats your time. Andy listens, asks real questions and tells you straight what it will take.