Managed Automation Services
Managed automation services for wealth management firms.
Automations and agents that are deployed and abandoned degrade as systems, personnel, and processes change. Managed automation services means Advisor Nexus continues monitoring, maintaining, documenting, and improving what's deployed, treating automation as an ongoing capability, not a one-time project.
What managed automation includes
Ongoing monitoring of deployed workflows, issue resolution, updates when connected systems or processes change, a quarterly opportunity review, and priority support access.
Why it matters after launch
A workflow that worked at launch can quietly break when a firm changes custodians, a vendor updates its API, or a process changes internally. Managed automation catches that before it becomes a client-facing issue.
How this fits the Nexus Blueprint
Manage is the fourth stage of every engagement: monitoring performance, resolving issues, improving workflows, and identifying the next highest-value opportunity.
Related Solution
Common Questions
Questions worth asking early.
Launch is not the end of the engagement. Managed Automation Operations includes ongoing monitoring, maintenance, refinement of agent instructions, and identification of the next high-value opportunity.
A typical engagement runs around 2–8 weeks, followed by an optional ongoing managed service to monitor, maintain, and improve what's live. Timelines depend on the number of systems involved, the complexity of the workflows, and your firm's internal review process. The Nexus Blueprint phase establishes a realistic timeline before any build begins.
Growth is one of the most common reasons firms start an Automation Assessment. As service complexity increases, connected workflows and supervised agents can absorb more of the repeatable coordination work without a proportional increase in headcount, though the right approach depends on your firm's specific growth pattern.
Start With Clarity
See how this applies to your firm specifically.
The Automation Opportunity Audit maps your current systems and priorities before recommending anything.