We’ll connect your firm’s data to Claude in 5 days.
Your CRM, custodian, planning software, and email connected to a SOC 2 data warehouse, with Claude wired in and your CCO signed off, in five business days.
Three steps. One business week.
Step 1 · Day 1
Provision the foundation
We stand up a dedicated SOC 2 data warehouse in your chosen US region, turn on the audit log, enforce MFA, and get the Compliance Alignment Memo signed before any client data moves.
Step 2 · Days 2–3
Connect every tool
We wire your CRM, custodian, planning software, email, calendar, meeting capture, and document store into the warehouse. By Day 3 every record flows to one place, every change captured in the audit log.
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Days to live
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Tools wired
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Records audited
Step 3 · Days 4–5
Activate Claude and go live
We deploy your private MCP server, configure Claude Desktop for every advisor, run the team training, and walk your CCO through the audit log before they sign the Go-Live Memo.
The full data foundation, delivered in one week.
Four bundles. Provisioned together, hardened from the start, handed to your team with a CCO sign-off on the way out the door.
Infrastructure
A dedicated, isolated environment built to RIA compliance defaults from the moment it goes live.
- Dedicated SOC 2 Postgres warehouse in your chosen US region
- Audit log on every business table, 7-year retention
- MFA enforced for every team user, daily backups, point-in-time recovery
- One-command export tool. Your data, any time, in standard CSV.
Integrations
The systems your firm already runs on, flowing into one place by Day 3.
- CRM: Wealthbox, Salesforce, or Redtail
- Custodian feed: Schwab Advisor Center or Fidelity Wealthscape
- Planning software: eMoney, RightCapital, or MoneyGuidePro
- Email and calendar: Microsoft 365 or Google Workspace, read-only
- Meeting capture: Otter, Fireflies, or Zoom Cloud
- Document store: SharePoint, Google Drive, or Box (metadata indexed)
Claude Connection
Every advisor querying their own book of business through Claude Desktop by Day 5.
- Private MCP server deployed and configured for your firm
- Claude Desktop set up for every team member
- 12 read tools wired in: contacts, portfolios, meetings, documents, tasks
- 5 write tools, each one captured in the audit log on every call
- Sensitive field redaction on by default (SSNs, account numbers, DOBs)
Compliance Package
Everything your CCO needs to sign off in writing without rebuilding it themselves.
- Compliance Alignment Memo, signed Day 1
- Vendor due diligence packet (Supabase SOC 2, Anthropic, Railway, Regulus MSA)
- Incident response runbook and AI use policy, adopted Day 4
- Data flow map and Form ADV disclosure review notes
- Go-Live Memo, signed Day 5
One flat fee. Five days. Done.
No retainers required. No multi-month engagement. The wedge into AI for your firm, priced to make the decision easy.
5-Day Data Warehouse
Connect your firm’s data to Claude in one business week.
$5,000
one-time setup
- Five business days from kickoff to live
- All four bundles above included: infrastructure, integrations, Claude, compliance
- 60-minute Day 1 kickoff and Day 5 CCO walkthrough on the calendar
- Optional $2,500/month maintenance retainer for ongoing tool additions and reviews
Limited slots per month. We only kick off when your CCO confirms availability for Day 1 and Day 5.
Five days from kickoff. Are you in?
Tell us about your stack and your CCO. If you’re a fit, we’ll schedule a kickoff and your firm is querying Claude over its own data by the end of next business week.