Three ways to work with us
Growth Audit
$5,000
A full audit of your AI and operations architecture, focused on uncovering how your firm can serve more clients without growing headcount. You get a written audit and detailed scaling infrastructure plan your firm owns.
Data-flow map
Every tool touching client data, mapped clearly
Risk register
Security, compliance, and operational gaps prioritized
Workflow review
What to automate, formalize, retire, or defer
Scaling plan
Build scope, milestones, and infrastructure recommendations
We map the tools touching client data, review workflows and security posture, identify where AI can remove operating drag, and turn the findings into a build plan. You can build it with us, or take it elsewhere.
- Day 1Kickoff, stack inventory, and access plan
- Day 3Data-flow, workflow, and compliance review
- Day 7Risk register and scaling opportunities drafted
- Day 14Audit, infrastructure plan, and walkthrough delivered
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 | $5K audit, then scoped build or maintenance | 2 weeks, then build and maintain | A firm-owned scaling plan, working infrastructure, and ongoing operating support. |
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 build and reinforced during maintenance, so advisors and ops people learn the system inside their normal work.