Ongoing Automation & CRM Management for Financial Advisors ⚡️
With our Ongoing Service Plan, Advisor Tech Partners becomes your behind-the-scenes tech team: continually optimizing your CRM and automations so your systems stay aligned with your business as it evolves.
Your Ongoing Partner for CRM Upkeep and Automation Success.
We provide ongoing CRM upkeep for Wealthbox or Redtail by cleaning up data, refining workflows, and keeping everything organized while proactively building, monitoring, and fixing automations in Zapier so your systems run smoothly as your firm grows.
Automation
For businesses ready to expand automation and streamline operations, we deliver expert support and continuous improvements that drive real efficiency.
$2,000
/ month
⏰ 15 hours monthly support
and
🤝 Monthly Update & Strategy Session
and
🌐 List Advisor Tech Partners as your Chief Automation Officer on your website
and
⚡️ Constantly updated automations & troubleshooting
CRM
For businesses that need ongoing consulting, continuous CRM customization, and expert support to build or refine workflows that fit their team.
$2,000
/ month
⏰ 15 hours monthly support
and
🤝 Monthly Update & Strategy Session
and
🌐 List Advisor Tech Partners as your Operations Strategist or Fractional COO on your website
and
📋 Continuous process building & troubleshooting
Automation
For businesses ready to expand automation and streamline operations, we deliver expert support and continuous improvements that drive real efficiency.
$2,000
/ month
⏰ 15 hours monthly support
and
🤝 Monthly Update & Strategy Session
and
🌐 List Advisor Tech Partners as your Chief Automation Officer on your website
and
⚡️ Constantly updated automations & troubleshooting
CRM
For businesses that need ongoing consulting, continuous CRM customization, and expert support to build or refine workflows that fit their team.
$2,000
/ month
⏰ 15 hours monthly support
and
🤝 Monthly Update & Strategy Session
and
🌐 List Advisor Tech Partners as your Operations Strategist or Fractional COO on your website
and
📋 Continuous process building & troubleshooting
Ongoing Automation & CRM Management FAQs 👇
Absolutely. We specialize in customizing Wealthbox and Redtail to fit how your firm works. That means building clean pipelines, organizing fields and tags, optimizing workflows, and making sure reporting and tasking are accurate and useful.
Both. We strengthen your current systems by making them more efficient and then we help you scale by building automations and CRM enhancements that support a growing client base and evolving service model.
You do not have to worry about it. We actively monitor and repair your Zapier automations and we build new ones as your processes evolve so your systems continue saving time and eliminating errors. We host all automations on our own company account so you have nothing to worry about!
Yes. Many firms refer to us as their outsourced CTO or Chief Automation Officer. We’re proud to be your behind-the-scenes partner, helping you run a more streamlined, tech-enabled advisory practice.
Yes. We actively collaborate with you to uncover opportunities, build new automations, and improve your systems as your firm evolves. The longer we work together, the more automated and robust your business becomes.
Yes. We keep all your workflows up to date, improve what’s already in place, and implement new ones as your processes evolve to ensure your CRM always supports how your firm actually operates.
Simple. Schedule a meeting with our team so we can learn about your CRM setup, current workflows, and automation goals. From there, we’ll map out your next steps and recommend the right ongoing support plan for your firm. Schedule here 👈