Nothing here comes off a shelf. Every system is built around the way your firm already works, in your formats, on your tools. These four are the ones advisors ask about most.
A review ends, and the write-up, the follow-up tasks, and the CRM entry are drafted in minutes, in your firm's format. The hour you used to spend typing goes back to the next client.
Before every review, a packet pulls the household's positions, history, and open items onto a single page. You walk in already knowing the file, without the hour of digging.
Prospect research and first drafts of outreach that sound like you, not like a template. The follow-ups that used to slip to Friday go out the same day.
File notes and documentation drafted consistently for every recommendation, so the compliance file keeps up with the work instead of trailing it. Everything runs on business-grade AI accounts that never train on your data, and client information stays inside the firm, with the most sensitive material de-identified first.
These four are a starting point, not the whole list. Every firm runs differently, and most engagements end up including builds you will not find on this page.
Kitces Research finds advisors spend about a fifth of the week in front of clients, and roughly an hour on preparation and follow-up for every hour of meeting time. Most of the rest is work a well-built system can draft. Which builds move the needle first depends on the firm, and that is exactly what Discovery figures out.
Bring the part of the week that keeps you at the desk after hours. I will show you what a build looks like against it.