AI-Powered Automation for Financial Advisors

Your team spends hours on compliance reporting, client onboarding, and portfolio data entry. 3DMations builds custom AI systems that automate those workflows — integrated with the platforms you already use.

Sound Familiar?

Compliance Eats Your Week

Every quarter, your team manually compiles audit trails, reviews disclosures, and cross-checks records across systems. One missed filing and you're explaining it to a regulator.

Client Onboarding Takes Weeks

New clients mean paperwork — custodian forms, risk questionnaires, IPS documents, account transfers. It takes 2-4 weeks before you can start actually advising.

Growth Means More Operations

Every $50M in AUM adds operational load — more reviews, more reports, more billing reconciliation. Scaling the practice means scaling the back office, or automating it.

What We Build for Financial Advisory Firms

Every solution starts with a working proof of concept in 4 weeks — not a slide deck.

Automated Compliance Reporting

AI monitors your books, flags exceptions, and generates audit-ready compliance reports automatically. SEC and FINRA filing prep that used to take days happens in minutes — with a full audit trail.

Client Portfolio Dashboards

Real-time dashboards that pull from your custodian, CRM, and planning tools. Clients see performance, allocations, and financial plan progress without waiting for a quarterly review.

Client Onboarding Automation

AI-powered workflows that collect client data, pre-fill custodian paperwork, route documents for e-signature, and open accounts — cutting onboarding from weeks to days.

Fee Billing Reconciliation

Automated fee calculations, billing file generation, and reconciliation against custodian records. Catches discrepancies before they become client complaints or compliance issues.

Connects to the Platforms You Already Use

We integrate with your existing custodians, CRMs, and planning tools — no rip-and-replace required.

Orion  •  Redtail  •  Wealthbox  •  Tamarac  •  Black Diamond  •  Schwab  •  Fidelity

Don’t see your platform? We build custom integrations for any system with an API.

Built for How Advisory Firms Actually Operate

More Time Advising

Automate compliance prep, billing reconciliation, and onboarding paperwork. Your advisors spend time on client relationships — not operations.

Grow AUM, Not Headcount

Serve more clients per advisor. AI handles the operational load that currently scales linearly with your book of business.

Reduce Compliance Risk

Automated audit trails, exception monitoring, and filing prep. Your CCO sleeps better knowing nothing falls through the cracks.

How It Works

We start with your highest-impact workflow — whether that's compliance reporting, client onboarding, or fee billing. In 4 weeks, you have a working prototype integrated with your systems. Not a mockup. A system your team can use.
1. Discovery Call

30-minute consultation. We map your current workflows and identify the automation with the highest ROI for your practice.

2. Proof of Concept

A working prototype connected to your CRM, custodian, or planning tools, delivered in 4 weeks. Your team tests it with real data.

3. Scale

Once you've validated the ROI, we expand to additional workflows — compliance, onboarding, billing, client reporting — at your pace.

From Our Blog

How Financial Advisors Can Automate Compliance Reporting Without Losing Control →

Pricing

Every engagement starts with a fixed project fee. No hourly billing, no scope creep surprises.

  • AI Proof of Concept — from $8,500. One automated workflow, working prototype in 4 weeks, integrated with your advisory platforms.
  • Core Implementation — from $35,000. Full workflow automation suite with dashboards, multi-system integration, and 90 days of post-launch support.
  • Enterprise Platform — from $75,000+. Custom AI models, predictive analytics, and dedicated support for multi-advisor or multi-location firms.

See full pricing details and what every engagement includes →

See what AI automation looks like for your practice

Book a 30-minute discovery call. We’ll map your highest-impact workflow and show you what a proof of concept looks like for your firm.

Book a Discovery Call