Three ways to work with us
Data Warehouse Setup
$1,500
Most firms have started using Claude or ChatGPT but can't take full advantage because the data from tools like Schwab, eMoney, and others isn't connected. We close that gap in five days, with full compliance built in for your CCO.
SOC 2 data warehouse
Dedicated, audit-logged on every record
Custom integrations
CRM, custodian, planning, email, and more
Claude or ChatGPT setup
Set up for the whole team, with training documents provided
Full compliance package
Vendor docs, IR runbook, CCO sign-off
We provision a dedicated data warehouse and wire in your CRM, custodian, planning software, email, and any other tools. Then we connect Claude through a custom MCP server built for your firm, with audit logging on every record. In five days, your team can access all client data through Claude. Fully compliant.
- Day 1Foundation provisioned, compliance memo signed
- Day 2CRM and email/calendar connected
- Day 3Custodian, planning, and documents wired in
- Day 4Claude Desktop deployed for the team
- Day 5Training, pilot test, CCO sign-off
How Regulus compares to other options
| Alternative | Cost | Timeline | What you get |
|---|---|---|---|
| Hire a paraplanner | $80K–$120K/yr | 3–6 mo to ramp | Another salary doing the same manual work. |
| AI note taker (Jump, Zocks) | $50–$100/user/mo | 1 week | Meeting notes — nothing else in your stack is connected. |
| ChatGPT or Claude alone | $25/user/mo | Instant | An AI chatbot with none of your firm's data behind it. |
| Regulus | $15,000 | 90 days | An AI operations system, built and handed over to your team. |
Frequently Asked Questions
In case you’re still looking for answers.
They ask it questions in plain English. Things like “show me Mrs. Carter’s last three meetings,” “draft the follow-up from Tuesday’s review,” or “which clients have RMDs due this quarter.” If your team can text a client, they can use this. Training is built into the 90 days, so by the end every advisor and ops person on your team is comfortable with it.