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 processes, 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