More clients.
Same team.
We build AI workflows for RIA practices that are ready to grow —
without adding headcount.
How it works
Three steps to remove the ceiling.
Map
We talk to your team, watch how client meetings actually get prepared, and identify where advisor time is leaking.
Build
We build a custom thread connected to your CRM, custodian data, and email — outputting exactly the briefing your advisors need.
Deploy
Your team runs it with one click before every meeting. The thread handles the research, synthesis, and formatting.
What it looks like
A thread in action.
This is a client meeting prep thread built for an RIA practice — connected live to your CRM, custodian data, and email. 45 seconds instead of 90 minutes.
Client
Connected data sources
Salesforce CRM
Gmail / Outlook
Portfolio Database
Calendar
Connected directly to your systems — reads live data. Nothing is stored outside your infrastructure.
Client examples
Threads we've built for real clients.
Every thread below was built for a real RIA practice. Same workflow, custom-built to fit how your team actually works.
Client Meeting Prep
~45 secPulls portfolio data, CRM notes, custodian data, and emails into a complete briefing. Ready before you walk in the door.
Wealth Management
Client Wealth Snapshot
~50 secUpload statements and account data, get a review memo with performance highlights and talking points for the next meeting.
Wealth Management
Meeting Follow-Up
~30 secTurns call notes or a transcript into a follow-up email, action item list, and CRM activity summary — automatically.
Wealth Management
Every RIA practice has more threads to build.
Start with one. Add more as you see results.
Results
From teams that made the switch.
“Managing quarterly reporting across a 25–30 company portfolio with a three-person team was unsustainable. Solution Threads gave us a practical, repeatable system — no steep learning curve, no complex setup. We cut our reporting time by 30–50% and finally have bandwidth for actual strategic work.”
A repeatable process made manageable.
“We were spending hours manually reviewing territory-specific memorandums and pulling out key information. Solution Threads came in, understood exactly what we needed, and built us a customized workflow tailored to our process. What used to take half a day now takes under an hour.”
Definitely surpassed my expectations.
Stop capping your practice.
Your advisors have more capacity than their calendar shows.
We'll map exactly which workflows are costing your advisors the most time — and tell you honestly what we can build.
See what we'd take off your plate →