Our Approach
Whether it's a project to implement or upgrade a single cloud application or a managed services program to implement and provide ongoing management of your tech stack, Advisor Digital leverages the four pillars of Strategy, Processes & Deliverables, Data & Documents, and Technology to implement and manage solutions aligned with your business needs and strategic goals.
Strategy
A scalable system that helps your firm deliver your ideal client experience while enabling greater efficiencies and capacity for advisors and client services, while helping you keep your firm future-ready.​
Processes & Deliverables
Efficient, repeatable processes with defined client deliverables covering the full scope of your financial planning model, supported by workflows and other automation with a focus on quality, velocity, and simplicity.
Data & Documents
A CRM-centric, AI-assisted approach to client data and document gathering and management with integrations that support one-time entry/use everywhere and the ability to develop deep prospect/client insights.​
Technology
A best-of-breed, AI-assisted solution stack that starts with your CRM, configured to support your processes, deliverables, and data and document requirements, and integrated to support the data and documents strategy.​
You want to focus on your clients and your high-value activities. Let Advisor Digital focus on your systems and technology to help you create your desired firm.
Our Process
The method to create and sustain your success
01
Assessment & Roadmap
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Understand Your Strategic Goals and Objectives
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Analyze the Current State of Your Business Process Model and Tech Stack
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Assess Your Data Quality
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Determine Future State Requirements
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Develop High-Level Gap-Closing Plan
02
Define
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Define Process Change Requirements and their Variance from the Advisor Digital Process Model
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Define Tech Configuration Requirements and their Variance from the Advisor Digital Base Application Configuration
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Define Training Needs
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Develop Implementation Plan
03
Configure
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Configure Application(s) and Workflows
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Test and Validate Application(s) and Workflows
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Assemble Training
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Define Rollout Plan
04
Deploy
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Confirm Rollout Plan
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Train Team
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Notify Clients, As Needed
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Deploy Client Training, As Needed
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Go-Live
05
Maintain & Improve
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Ongoing Configuration Management of the Tech Stack
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Incorporate New Functionality
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Implement User-Requested Upgrades
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Incorporate Ongoing Process Improvements
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Support Business Growth and Expansion
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Evaluate and Incorporate New Apps