For financial advisors
Client systems for firms that have outgrown per-seat CRM.
Client records, onboarding, compliance workflows and a client portal on your own domain — specified with your firm, built to a fixed price, and priced by server size instead of by the number of advisors.
Advisory firms pay some of the steepest per-seat prices in software — industry CRMs list from $150 to over $300 per user per month — for platforms that still need months of configuration to resemble how the firm actually works. Your book of business, your households, your review cadence and your compliance obligations are specific to your firm. We build the system around them, and you approve the specification and the fixed price before anything is built.
What we build for advisory firms
Your practice, as a system.
Clients & households
Relationships, accounts, beneficiaries and history, modeled the way your firm actually organizes its book.
Onboarding & workflows
New-client onboarding, periodic reviews, and task handoffs that match your process — not a vendor template.
Compliance & audit
Approvals that leave a trail, an audit log on every record, and the reports you need when the examiner calls.
Client portal
A branded portal at portal.yourfirm.com for documents, requests and secure messages. Client users are always free.
Documents & reporting
Agreements and disclosures generated from live client data; standard reports that run themselves on a schedule.
Whatever runs your firm
If your team does it every day in spreadsheets and email, it can be part of the system.
AI on your terms
AI is how we engineer, and it is why a custom system is now practical. Whether it appears inside your application is a separate decision, and it is yours. Many advisory firms need client data nowhere near a model — we build it that way, and your data never touches one. If you want AI features later, we add them with human review on every decision.
Data separation
Your clients' data, on infrastructure no one else shares.
Your firm's system runs in a dedicated AWS account: your own web server, your own encrypted database, encrypted backups with tested restores. No other firm's data, code or traffic touches your environment. We come from clinical research, where systems hold patient data and are audited; your clients' financial lives get the same standard of control.
- A dedicated AWS account, one per firm — transferred to you if you ever leave
- Encryption in transit and at rest, with managed keys
- Role-based access with a full audit trail on every record
- Your own domain for advisor and client sign-in — not a vendor's URL
- Your choice of AWS region, so client data lives where your rules say it must
- Records kept and retrievable to support your books-and-records obligations
The numbers
What a 12-advisor firm pays, both ways.
A 12-advisor wealth-management firm leaves a per-seat CRM
The dominant financial-services CRM lists at $325 per user per month. Twelve advisors and staff is $46,800 a year — every year, and more with every hire.
Jarrett Group figures: illustrative build + Medium configuration.
| Period | Typical SaaS | Jarrett Group |
|---|---|---|
| Year one incl. build | $46,800 | $26,940 |
| Every year after | $46,800 | $8,940 |
| Over 3 years | $140,400 | $44,820 |
A hypothetical example, not a quote. SaaS figures reflect published list prices as of October 2026 and exclude implementation fees. Your actual build price is fixed in writing after the specification. No claim of equivalent functionality is implied.