Wealth Management Automation Readiness Scorecard
See where your firm is ready to automate.
Answer eight questions to identify disconnected systems, manual workflows, and the highest-value opportunities to improve.
About 3 minutes • Personalized results instantly
- Overall readiness score
- Four operational category scores
- Three prioritized recommendations
Standardized but Disconnected
Prioritized opportunities
- 1Connect the systems your team is manually bridging
- 2Reduce repeated data entry
- 3Make operational status visible without manual reporting
The highest-value starting points are usually meeting preparation, client onboarding, inbox and task triage, and recurring service workflows. These are areas where information already exists but requires manual assembly.
In most cases, yes. Our discovery process starts by understanding what your firm already uses, including your CRM, custodian, planning, portfolio management, and productivity tools, and then designs around it.
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.
Yes. Firms may begin with a single high-value workflow (commonly onboarding or meeting and client-service automation) before expanding to additional workflows identified during the Audit or afterward.
Final pricing depends on workflow complexity, the number of systems involved, integration access, required approval steps, and security considerations. Every engagement is scoped before work begins. See the Pricing page for how each engagement is structured.
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