Get instant clarity across all your client data.

Spend more time advising, less time analyzing.

Transform your spreadsheets into smart insights.

Your competitive edge in a data-driven world.

We transform data chaos into clarity

At 3DMations, we understand the daily challenges faced by CFPs. You're juggling portfolio performance, risk management, tax strategies, and client communication, all while navigating data scattered across a dozen different tools. This isn't just inefficient; it's a major roadblock to truly scalable advice. That's why we build custom web applications, powered by advanced AI, designed specifically for your firm.
We pull data from all your disconnected systems, unify it, and present it as clear, actionable insights. Imagine instantly seeing client trends, uncovering blind spots, and generating tailored recommendations without the endless search. It means less time hunting for answers and more time advising clients, ultimately enhancing your firm's value and client satisfaction.
Unified data

All client data from every tool into one clear dashboard.

AI-powered insights

Smarter recommendations, instantly.

Automated reporting

Client reports done in minutes, not hours.

Compliance

Track key metrics effortlessly and confidently.

Scalable advice

Recommendations for more clients, easily.

Seamless integration

Connects with your existing CRMs and planning software.

Our process

At 3DMations, we build AI-powered solutions that meet the rigorous demands of CFAs and CPAs. Here’s how we do it:

  • 1. Strategy

    We start by deeply analyzing your firm's workflows and compliance needs. This helps us pinpoint your exact pain points and design a custom solution with features like role-based access and real-time collaboration. We lay the groundwork for a compliant and secure infrastructure from day one.

  • 2. Development

    Our expert builds your custom web application using robust financial-tech (Python, React, etc.) and we integrate seamlessly with key financial tools. This phase focuses on building a bank-grade secure platform with AES-256 encryption and embedded audit trails, ensuring your data is protected and compliant.

  • 3. Validation

    Before launch, your solution undergoes rigorous testing, including audits, compliance and penetration testing by certified firms. We then implement your AI-powered platform with a phased approach, ensuring smooth adoption. Our goal is to provide a validated, continuously optimizing solution.

Meet the team behind 3DMations

We're a specialized team of tech experts and AI innovators. Get to know the people who are building your firm's competitive advantage.

George Davis IV

Founder/CEO & Full Stack Developer

Janeica Davis

Senior Business Development Manager

Brian Young

Senior Full Stack Developer

Valeria Pombo

Digital Marketing Specialist

Trusted by financial professionals worldwide

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